D365 Finance & Operations and Dynamics AX Forum

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Return Orders

  • 1.  Return Orders

    Posted 23 days ago
    We are setting up return orders in D365 and I was curious how other companies are using this in regards to tying the Credit notes back to the original Sales Order.  From an auditing or collectors perspective how will they know they are connected?  Is there a link or view that I am missing?  We use a 3PL for warehousing.
    Thanks,

    ------------------------------
    Tabitha Arneson
    BlueCrest Inc
    Danbury
    ------------------------------
    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 2.  RE: Return Orders

    SILVER CONTRIBUTOR
    Posted 22 days ago
      |   view attached
    Good Morning Tabitha,

    One thing we should clarify is are you doing credit notes against the original sales order or are you creating an actual return order ( sales order of type = returned order ) ?

    Assuming that you are creating an return order, if you directly add lines then lines won't be tied back to any sales order.  If you use the Find Sales Order feature you can find the original sales order that you want to use as the basis for the return.

    The screenshot is from AX2012 but the same concept would apply for D365.

    Thanks,
    Barclay

    ------------------------------
    Barclay Hershey
    Financial Analyst
    Sugar Creek Packing Co
    Cincinnati OH
    ------------------------------

    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 3.  RE: Return Orders

    Posted 22 days ago
    Barclay,
    Great point.  We are using the return orders and using the Find Sales Order feature to return the items of the original order, but my question is:
    Once that is done how can you reference the original sales order so that auditors and collectors know where the original sale came from?
    Thanks,

    ------------------------------
    Tabitha Arneson
    BlueCrest Inc
    Danbury
    ------------------------------

    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 4.  RE: Return Orders

    SILVER CONTRIBUTOR
    Posted 22 days ago
      |   view attached
    Hi Tabitha,

    1. Sales and Marketing > Return Orders > All Return Orders
    2. Find the return order you are interested in and open it
    3. Scroll down to the Line Details section General Tab.  The Return Lot ID shows the inventory lot that is being returned.  On mouse over it shows the original sales order( labeled as Reference Sales Order ).  If you click the lot number the original sales order opens.

    Thanks,
    Barclay

    ------------------------------
    Barclay Hershey
    Financial Analyst
    Sugar Creek Packing Co
    Cincinnati OH
    ------------------------------

    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 5.  RE: Return Orders

    Posted 22 days ago
    Thanks for this, Barclay.  I had no idea there was a link back.  This is helpful.  Is there a way to add the original Sales order to the RMA or the CN?  If not, are there any solutions to do this out there like Doccentric?
    Thanks,

    ------------------------------
    Tabitha Arneson
    BlueCrest Inc
    Danbury
    ------------------------------

    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 6.  RE: Return Orders

    SILVER CONTRIBUTOR
    Posted 21 days ago
    Hi Tabitha,

    Your AX Developer would need to modify the SSRS report for the RMA and/or CN, but the change is straightforward.

    Thanks,
    Barclay

    ------------------------------
    Barclay Hershey
    Financial Analyst
    Sugar Creek Packing Co
    Cincinnati OH
    ------------------------------

    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 7.  RE: Return Orders

    Posted 22 days ago
    DAX 2009, and I don't know whether this would apply to D365:  We don't do separate return orders but instead we go to the original Sales Order and we use the Create Credit Note function to do so inside that same Sales Order. This not only ensures that we know the original sales order, but it ensures (a) the customer is correct, since it's the same customer on the same sales order, (b) the items are correct, since only the same items can be returned, (c) the retail on the return is correct despite any pricing change, since the original price is automatically applied, (d) the sales tax on the return is correct despite any change in tax rate since the original tax is automatically applied.

    ------------------------------
    Robert Menschel
    Lead Developer
    HD Supply Home Improvement Solutions
    Roseville CA
    ------------------------------

    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 8.  RE: Return Orders

    Posted 17 days ago
    Thank you Robert! This seems like a very simple solution that could help us!  I appreciate the help.

    ------------------------------
    Tabitha Arneson
    BlueCrest Inc
    Danbury
    ------------------------------

    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


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