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Vendor Returns

  • 1.  Vendor Returns

    Posted Sep 04, 2019 10:52 AM
    I know how to do an RMA for our customers when they return something, but is there a way in D365 to do returns to vendors?  Preferably where we don't pay for the goods, and then receive a credit from the vendor.

    Jessica Murphy
    Master Planner
    Goodwill Industries of Central Indiana
    Indianapolis IN
    Digital Acceleration Binge Day.  January 28th 2021 | 11:00 AM - 2:00 PM EST

  • 2.  RE: Vendor Returns

    Posted Sep 04, 2019 04:36 PM
    Hi Jessica,
    There is a Purchase order type called "Returned order." It's slightly different from the Sales order returns that it does not have its own separate form to go to when creating the order, you just use the normal PO screen and change the PO type:

    You do have to manually key in the RMA number field which you should get from your vendor. You can make it up if the vendor does not give you one or at least try to make it relevant by maybe calling it RMA#### with the ####'s being the original PO number. You can then use the "Copy from" button at the top of the form (under the Purchase order tab) to copy lines from an existing PO or you can manually key in lines. It's slightly less robust than the SO return process as you don't have the "Find" option to clearly link it back to the original order but you can use the Copy function to copy from a PO and the "invert sign" button since a PO line return must be for a negative quantity.

    As far as processing the order, there is nothing in Warehouse management that could be used. I.e. you cannot create a load shipment and work for Purchase returns, you can only really process them directly in D365 using manual processes or traditional warehousing to pick and ship the return.


    Andrew Lencsak
    Solution Architect

    Digital Acceleration Binge Day.  January 28th 2021 | 11:00 AM - 2:00 PM EST

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