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Return to the non-invoiced sales order in Dynamics 365

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Posted on by MK-10050946-0 18

During the return order creation - under the 'Find sales order' option - iI can see only the sales order that are invoiced.

The business need is to create return that reffers not to the invoice buy the packing slip;

Is it possible to change the view in the 'Fins sales order' form to see the non-invoiced sales orders?

Is there any other way to create a return order that reffers to the non-invoiced sales order?

MS docs are not consistent in this matter - once said it refers only to the invoiced SO, once that is a set up issue.

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  • MK-10050946-0 Profile Picture
    MK-10050946-0 18 on at
    Return to the non-invoiced sales order in Dynamics 365
    Thank you lvdtang, but unanniunced retirns are applicable only for WMS app proces flow and I am searching for the soulution in the FnO itself. 
     
     
  • MK-10050946-0 Profile Picture
    MK-10050946-0 18 on at
    Return to the non-invoiced sales order in Dynamics 365
    Tahnk you Juan Bravo V. but its not the case. 
  • Suggested answer
    Juan Bravo V. Profile Picture
    Juan Bravo V. 21 on at
    Return to the non-invoiced sales order in Dynamics 365
    HI, 
     
     I believe you are looking for a Packing Slip Cancellation. to do this please go to:  Sales and marketing > Sales orders > Order shipping > Packing slips not invoiced
     
     
    From here, you can see the list of Packing slips not invoiced, review the details, and cancel them if necessary.
     
     
     
    1. Sales and marketing
    2. Sales orders
    3. Order shipping
    4. Packing slips not invoiced
  • Suggested answer
    lvdtang Profile Picture
    lvdtang 1,047 on at
    Return to the non-invoiced sales order in Dynamics 365
    Good day,
     
    My advice would be to try the new feature 'Unannounced returns'. 
     
     
    Best regards,
     
    Laurens van der Tang
  • MK-10050946-0 Profile Picture
    MK-10050946-0 18 on at
    Return to the non-invoiced sales order in Dynamics 365
    Thank you Andreas. The thing is that customer want to invoice SO with periodic invoice events - ince a week/month, but during the period of time - reuturns still can be done (and refer to non-invoice sales orders). I found a way to match the open sales order with the return by the Lot ID/Return lot Id. but need to check if I can merge it in one process. 
     
  • andreasraithel Profile Picture
    andreasraithel 4,423 on at
    Return to the non-invoiced sales order in Dynamics 365
    Hy,
     
    I think you can not refer to a packing slip to create Return order in Standard - and I would recommend to customize the query "Find sales order".
    What are you doing when you find a Sales order with a packing slip, but not invoiced? You can create a Return Order, but the packing skip is still open to be invoiced.
    On the other hand you could also only "correct" the SO packing slip.
    I would suggest to invoice to customer and run through the standard RMA procedure, create credite note and send both to the customer.
     
    Hope this helps.
     
    Herzliche Grüße / kind regards,
     
    Andreas Raithel
    D365FO Solution Architect
     

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