Sales Return / Purchase return with marking

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Hi,

We create sales return by selecting 'Credit note' from 'Sell' tab in 'All Sales orders'. There I select the particular sales order against which i wish to make sales return. By doing this, does the AX make an automatic marking of such sales order against the sales return ?

We do the similar process for purchase return also. is there any automatic marking in purchase return ?

My idea about marking while sales return is like this. If i mark a sales return against a particular sales order, the cost of the items returned to stock through such sales return would be exactly the same as the cost of item removed from our stock at the time of original sale.

Same in the case of purchase return marking also.

Please rectify me if i am wrong in my understanding about marking.

Thanks in Advance

Jomy George

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Community Member on at

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Hi Jomy,

Why don't you created a sales return by using the All sales return form? Is there any particularity to you need use a credit note?

Kind Regards,

Richardson

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Hi Richard,

We have just implemented AX in our company. We have been told that using credit note from sales order is same as using return orders. Can you please advise me if there are any differences in both the approach. We are ready for betterment always.

Thanks for your reply

Jomy George

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Ho Tran Minh Khang 21 on at

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Hi Jomy,

A standard return process would be:

1. Create a Return SO, instead of using normal SO. It helps separates those Return SO from the normal one; and also allow you to have more action available for the returned goods. Search for "Sales Return Disposition Code"

2. Use the "Credit Note" button in Sell tab, to select the exact SO line that customer want to return. And yes AX will auto "marks" these 2 lines as you understand, which mean they will also have the same cost no matter the item's costing method.

You can check the Return SO 's line details > tab Setup > Return lot ID. This will be the Lot ID of the original SO line's inventory transaction.

Kind Regards,

Ho Tran Minh Khang

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Community Member on at

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Hello Jomy.

When you create a sales return, there is a button on action pane called "Find Sales order". This button open the Sales Copying form. Then you mark a sales order who will return, and clik OK. This will be create a reference for the sales order. The sales return lines will be with a negative signal, what means that your stock will be return with same cost and qty.

Note: If you Work with batch and serial controls, will be necessary to registrate the quantities.

A transaction of purchase will be created in transactions of that batch.

I hope this helps.

Kind regards,

Richardson

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Mohammed Atef Rasheed 2,475 on at

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Dear Jomy,

I am facing the same issue.

if you found solution for the case, may you provide it

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