Creating a Return Order in Dynamics AX 2012

by | Updated August 15, 2016 | Dynamics AX, Financials, Inventory

Dynamics AX supports the business case of a customer returning goods through the use of a return order. The blog post will start with a customer invoice, then show how to create and process a return order against it. For our purposes, we will assume that our customer has reported problems with goods listed on a particular invoice.

How to Create a Return Order in Dynamics AX 2012

1. Identify the invoice to return against:

Return Order in AX 2012

 

2. Create the return order: Note that I selected the customer by their name from the drop down, then I got this display:

Return Order in AX 2012

 

3. We will fill in the lines on the return order directly from the sales order that was referenced in the invoice we chose at first:

Return Order in Dynamics AX

 

4. We select the sales order lines to return:

Sales Order Lines in AX 2012

 

5. So now we have a return order with several lines:

Return Order in AX 2012

 

How to Receive the Return

1. Send the Return order to the customer

Send Return Order to Customer

 

2. When the goods arrive, register each line on the order:

Register Line Orders

3. Each line will need a Disposition code:

Disposition Code in AX

4. Once we have a Disposition code, add the Line and post it:

Add Line in AX 2012

Registration in Dynamics AX

5. Now it’s time to generate the packing slip:

Generate Packing List in AX 2012

 

6. Print and Post:

Post Packing Slip

Show Packing Slip in AX 2012

 

The Return Order is complete, and we can now issue a credit to the customer (In a separate process).

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6 Comments

  1. Sharon Nolan

    This is a great article on the details of creating a Return Order in AX2012. How though do others handle Miscellaneous type charges, i.e., Restocking Charges, Pallet Charges etc. Currently we create a Sales Order with a negative line item(s) for the products coming back or being scrapped and then have items set up for the additional charges. These then get added as additional “charge” lines on the Sales Order to result in a net credit.

    I realize in AX2012 there is the Return Order process and you can add charges by using the Maintain Charges functionality. There a couple of reasons this isn’t ideal for us – we want to see each charge as a separate line item on the Customer facing Invoice/Credit, reporting, sales tax and Commission calculations.

    Any thoughts?

  2. Rabih Charara

    Nice article on the steps needed to make a return.
    There is going to be a problem in case the sales tax changed between the time the customer was invoiced and that customer made a return. Let’s assume the customer had one item for $100 and the State tax was 10% at the time we made the sale and now it’s the turn of a new year and the sales tax was hiked to 11% and she is making a return. That customer will get a credit of $111 instead of $110. I tried it an SO and then on a PO and I got the same result. Is it a bug in AX 2012?

  3. Brandon Carmichael

    Hello Sharon,

    Thank you for visiting our blog and taking the time to comment, I truly enjoy interacting with our readers.

    I took some time with my test instance (R3 CU9) and followed up with some of my peers. Here is what I concluded:

    There is not a way to show the detail of charges on the credit note from a return order without a customization. Your approach of including charges as item (I assume service items) is fairly common. We have done that customization at one client that I know of, where we added the ability to specify detail print on the charge, and modified the invoice as well.

    Best Regards,
    Brandon

  4. Brandon Carmichael

    Hello Rabih,

    The short answer, no – I don’t believe this is a bug in AX 2012. After all, according to Microsoft you can specify different values for different time periods. With that said, you would probably need some sort of DIEF.DIXF entity to allow a mass load of time-bounded tax rates.

    Thanks,
    Brandon

  5. Wayne Dean

    Hi there,

    After the return order is created, where/how would we find the link from the ‘return sales order number/salesId’ (in this example 000759) and/or the ReturnOrder RMA number (in this example 00011) to the original sales order number (in this example 000675)?

    Thanks,
    Wayne

  6. Taylor Valnes

    Hello Wayne,

    I did some looking at this, and what I discovered was that when you are on the return order line view, if you expand the line details you’ll see a return lot id in the general tab. If you click on this it opens the original sales order. From what I can tell it won’t populate this field if a return order is filled in manually and not from a sales order.

    Regards,
    Taylor

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