dynamic logo

HR & Payroll Add-on for Australian Businesses

Search

“ Make Customer Orders and Returns easily with Dynamics 365 ”

When clients or sales representatives record a sales order in Business Central, it is not uncommon for them to also wish to record a Sales Return Order in D365 or Purchase Return order in D365In certain systems, this would be accomplished through two transactions: a sales order and a return order. However, in Business Central, this can be accomplished in a single transaction! All information is recorded in a single sales transaction, and the return line items are “moved” to a credit note or return order.

customer orders
order return

Orders and returns with dynamics 365

It takes a long time to process customer return orders in D365. Two different orders must be processed in the system to process a return order properly. The first is a return order (also known as an RMA), which is a type of negative sales order that is used to process the physical receipt of returned items. The second component of the equation is the returned sales order, which is just a D365 Sales Order with negative amounts. The Returned Sales Order is required to manage any customer credit that may be required following the completion of the Return Order.

Steps

  • Fill in the line items for the things the consumer wants to purchase. You must, of course, input the quantity. You may not realize it, but the Quantity is entered as a positive value, indicating that the line item is for sale.
  • Simply enter the line for everything the customer wants to return, but this time notes the Quantity as a negative number.
  • Select Actions -> Functions -> Move Negative Lines… from the Actions Ribbon.
  • Select the type of document to which the negative lines should be transferred (CR/Adj Note or Return Order).

It’s also possible to do it the opposite way around. When entering a Return Order or Credit Note in Business Central, all lines with a positive Quantity are deemed returned to the business. Conversely, any line with a negative quantity in a return order/credit note can be transformed into a retail or sales invoice.

As is frequently the case with Business Central, the goal is to reduce the amount of time and effort required to record transactions. This can help to increase production and accuracy while decreasing costs.

order and returns with dynamics 365
Orders and returns with dynamics 365 1 768x768

Get in touch

We discussed the Return Order process in this blog. If you’re using Dynamics 365 to implement the return order, please let the DHRP team support you in your business process and lead you to re-order processes. So, if you are having difficulty dealing with dynamics 365 order entry or d365 quarantine orders, we can help you with the simple steps and guidance.

INTERESTED

Get in Touch with us Today !



    You consent to the processing of your personal data by clicking on the button. Terms of Use

    HR Payroll Software For Finance

    Download Template

    You consent to the processing of your
    personal data by clicking on the button.
    Terms of use.

    Download Template

    You consent to the processing of your
    personal data by clicking on the button.
    Terms of use.

    Download Template

    You consent to the processing of your
    personal data by clicking on the button.
    Terms of use.

    Download Template

    You consent to the processing of your
    personal data by clicking on the button.
    Terms of use.

    Download Template

    You consent to the processing of your
    personal data by clicking on the button.
    Terms of use.

    Download Template

    You consent to the processing of your
    personal data by clicking on the button.
    Terms of use.

    Download Template

    You consent to the processing of your
    personal data by clicking on the button.
    Terms of use.

    Download Template

    You consent to the processing of your
    personal data by clicking on the button.
    Terms of use.

    Join The Team

    You consent to the processing of your
    personal data by clicking on the button.
    Terms of use.

    Download Template

    You consent to the processing of your
    personal data by clicking on the button.
    Terms of use.