Differentiating Normal Sales Orders and Sales Orders created on behalf of a 'Sales Return Order'

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Posted on by NI-V3

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Hi,
We have processed an Item replacement(exchange) for an item sold by us, I have created a sales return order (for the replacement) and also created a sales order abiding the 'Sales Return Order' process. Now, apart from customization, How do I know that sales order is created for a exchange/replacement item? How do I identify and differentiate it from other normal sales orders? Any field present in sales header that helps in differentiating them?

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Microsoft Dynamics NAV

Dynamics 365 Business Central

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Khushbu Rajvi. 20,601 Super User 2025 Season 2 on at

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However, when you use the "Create Return-Related Documents" function to generate a replacement Sales Order, the system adds a comment line in the Sales Order referencing the original Sales Invoice. Additionally, you can use the 'External Document No.' field while creating the return order—add a sequence like 'RO001'—so when a Sales Order is created from it, you can easily identify that it originated from a return order. This helps differentiate it from regular sales orders. 🙌

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Teddy Herryanto (Th... 14,284 Super User 2025 Season 2 on at

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One option is to use External Document No. or Your Reference to tag it as exchange/replacement.

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YUN ZHU 95,729 Super User 2025 Season 2 on at

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Do you have item tracking details, such as lot number? If so, you can find the history.

Otherwise, apart from the number management mentioned by the two experts below, you can only find records by posting date.

Hope this helps.

Thanks.

ZHU

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Valentin Castravet 31,481 Super User 2025 Season 2 on at

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If you have a lot of sales orders for item replacements, another option is to create multiple no. series. So your regular sales orders have the current no. series, but you would add a 2nd number series for item replacement sales orders. This way you could easily find the 2 different sets of orders. You can even use the no. series field on the sales order header as a filter.

Valentin Castravet
Work: Zander ERP Services
Blog: Dynamics 365 Business Central Insights
LinkedIn: www.linkedin.com/in/valentin-c-0500a247/

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