Return Orders with out credit notes.

(0) Share

Report

Posted on by Community Member

I have made a PO along with its product receipt but have not make its invoice. Later I came to know that the desired items were not requested. How can I make a credit note? Since credit note picks the only PO's whose invoices are created and posted. But this is not my case. In my case I only want to return the goods.

If I make a PO with negative quantity along with its Product receipt there should be a way to match the negative PO with the original PO.

Regards,

Imran Khan

*This post is locked for comments

I have the same question (0)

All responses (4)

Answers (1)

Sort by

Guy Terry 28,972 Moderator on at

Like (0)

Report
Copy link

Link copied!

You want to credit yourself for something which you won't be paying for? Or is it that you will received an invoice from the vendor, but it has not arrived yet?

Was this reply helpful? Yes No
Suggested answer

DavidGunawan 1,381 on at

Like (0)

Report
Copy link

Link copied!

Hi Imran,

For this case, you can use cancel button in product receipt form. The cancel function will reverse the product receipt entry. After you cancel the product receipt then you can cancel the PO or remove the delivery reminder quantity to close the PO.

You can look into link below for more details.

dynamicsteaching.com/how-to-cancel-posted-packing-slip-for-purchase-order-in-ax-2012

Best regards,

Was this reply helpful? Yes No
Verified answer

Sagar Suman 6,770 Super User 2026 Season 1 on at

Like (1)

Report
Copy link

Link copied!

Hi Imran,

If you have already received invoice from vendor or you will receive in future then the best approach is to create a purchase order of type return order for this PO to send back the items to vendor.

1 - So create a return order against this purchase order.

2- Copy the lines from the original purchase order and make sure "Invert sign" and "copy precisely" check mark is checked.

3- You will get a negative line in the return order

4- Add the return action in line details.

5 - Pick the items if needed and post the product receipt for this negative quantity line to reduce the inventory and send it back to vendor.

6- Invoice the return order to debit the vendor for the items returned.

7- Invoice the purchase order when you receive original invoice from vendor.(There are cases when generated invoice cannot be reversed for tax and closing purposes)

So in this way you will return the inventory to vendor and will also make sure the financial amount is debited back to vendor in case its mandatory to post vendor invoice.

Using credit note functionality will need an purchase order with invoiced status and if you are not going to receive the vendor invoice then you can follow the product receipt cancellation option shared above by another user.

Was this reply helpful? Yes No
guk1964 10,888 on at

Like (0)

Report
Copy link

Link copied!

All of the above is good advice.

Consider- did you sign for the goods and are you legally responsible for those items, and are they showing in your inventory , covered by your insurance - would you know if someone stole those items etc.?

Do you want to reverse the receipt and leave the PO line open so that the correct item can be supplied?

Does the vendor want the items returned, or written off?

Who will pay for the administrative inconvenience and return freight cost? or will the supplier just pick these up on his next visit?

What paperwork should accompany the return?

You can also raise a cr/dr in finance irrespective of tying it to a PO but if you re not going to get, or pay the invoice, then why is a Cr/Dr needed?

Was this reply helpful? Yes No