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Service | Customer Service, Contact Center, Fie...
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Inquiry Regarding Streamlining Purchase Order Returns for Credit Note Processing

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we are using Microsoft Dynamic 365
In regard to processing purchase order returns to obtain credit notes, I need to investigate if there's a feasible method to bypass the requirement of individually selecting the corresponding purchase order for each item returned. With multiple lines in a single purchase return, selecting the original PO for each item can be challenging. Is there a possibility to upload the original PO and unit price details via Excel to streamline the creation of PO returns
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  • Dengliang Li Profile Picture
    Microsoft Employee on at
    Hi,
     
    Could you tell me what app you are using in Dynamics 365?
    Dynamics 365 consists of many applications such as sales, customer service, marketing, Finance and Operations etc.
    You're asking in D365 Guides forum, this forum is about the Guides product and your question relates to sales.
    Please add this information.

    Best Regards,
    Dengliang Li
     

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