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AX 2009 - Return Disposition codes and invoicing

  • 1.  AX 2009 - Return Disposition codes and invoicing

    SILVER CONTRIBUTOR
    Posted Dec 06, 2019 05:14 PM
    We figured out how to use scrap disposition codes on arrival journals so that returned items that cannot be returned to inventory will be automatically scrapped.  It creates and closes a quarantine order which is immediately completed and the inventory is removed when the packing slip is posted.

    The problem I'm running into is that when we then invoice to finish out the order, it's driving the physical inventory negative.  I see on both the packing slip and invoice posting screens, there is a "scrap" checkbox, but for some reason I can't check it.

    Google keeps pointing to MS's AX 2009 RMA document which doesn't cover this; and a couple of unresolved forum posts.

    Thoughts?

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    Ben Green
    Orion Energy Systems
    Manitowoc
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    Conference-AXUG_200x200


  • 2.  RE: AX 2009 - Return Disposition codes and invoicing

    TOP CONTRIBUTOR
    Posted Dec 09, 2019 11:46 AM
    The scrapping function is occurring in the packslip function based on the disposition assignment, so the sales line checkbox does not necessarily need to be set. The arrival should be putting inventory on hand (without cost), and the scrap disposition should be generating a scrap journal to remove it (which seems to be working). I believe the quarantine orders are generated based on your return warehouse setup (we don't use these)?  These should eventually put inventory back in.

    We heavily modified returns process to accommodate projects, which don't work with anything except the Credit and Return to customer actions.

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    Mark Prouty
    Programmer / Analyst
    ANGI Energy Systems
    Janesville WI
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    Conference-AXUG_200x200


  • 3.  RE: AX 2009 - Return Disposition codes and invoicing

    SILVER CONTRIBUTOR
    Posted Dec 10, 2019 09:00 AM
    The scrapping function seems to be working, but invoicing drives the inventory negative.  I need to figure out what needs to be set - either in the parameters or on the invoice form - to not reduce the physical count.

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    Ben Green
    Orion Energy Systems
    Manitowoc
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    Conference-AXUG_200x200


  • 4.  RE: AX 2009 - Return Disposition codes and invoicing

    SILVER CONTRIBUTOR
    Posted Dec 12, 2019 10:29 AM
    Some additional info - I found this video which pretty much works the same way in AX2009:  https://vimeo.com/125274694

    The on hand and transactions are as expected all the way though the process except when I invoice, which drives the physical quantity available to be negative.  I looked all over the warehouse management and AR settings and I cannot find anything that seems to dictate whether invoicing a return should bring inventory negative.

    It works as expected when I don't want to immediately scrap the inventory.  The inventory is added and the invoice doesn't further reduce the quantity.

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    Ben Green
    Orion Energy Systems
    Manitowoc
    ------------------------------

    Conference-AXUG_200x200


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