Dynamics 365 F&O/AX Dynamics 365 CE / CRM Dynamics GP Business Central / NAV UG Dynamics SL Power Platform Fabric UG MS Copilot UG

[Nikki Lounsbury]

Anyone using the current native Sales Order Return process have some insight on how we can initiate this from an order or invoice document so that information is auto populated in the Sales Order Return as well as the actual pricing that customer received on the order? We also want to ensure that any Returns are associated with the order they are being returned from. Thanks in advance!

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Nikki Lounsbury

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[Franz Kalchmair]

when you create a new sales return order, set the customer, for whom you want to create that sales return order. then click on button “get posted document lines to reverse …”. here in that window you can select lines from e.g. posted invoices or posted shipments. select the line(s) you want to reverse, click OK. The lines are then copied to the sales return order.

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Franz Kalchmair
Dynamics NAV Engineer and Consultant
Microsoft MVP
Vienna
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[David Wiser]

In addition to getting lines to reverse, you can also use the Copy Documents function (from the ribbon) to copy the lines from the posted document into the return.  After creating the return, you can also use the “Create Return-related Documents function from the ribbon to create new sales orders, purchase order return orders and purchase orders to replace the item(s) on the sales return.  Unfortunately, you can’t initiate the process from the posted invoice, but must create the return order first.

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Dave Wiser
Controller
Beckwith & Kuffel
Seattle WA
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