(IND) Generate annexure 58 for returned items [AX 2012]

Updated: November 5, 2014

Applies To: Microsoft Dynamics AX 2012 R3

You can generate and print annexure 58 for items that are returned from customers for repair or reconditioning, and then dispatched back to the customers after repair.

The following table shows the prerequisites that must be in place before you start.

Category

Prerequisite

Version

Microsoft Dynamics AX 2012 R3 with cumulative update 8 (CU8)

Country/region

The primary address for the legal entity must be in the following countries/regions: India

Related setup tasks

  1. In the General ledger parameters form, in the Sales tax area, in the Apply India taxes field group, select the Excise check box and Customs check box. For more information, see (IND) General ledger parameters (modified form).

  2. In the Exchange rate types form, set up the exchange rate types to be used for the tax calculation. For more information, see Exchange rate types (form).

  3. In the Released product details form, on the General FastTab in the Excise field group, select the Excise record type for the product. For more information, see Released product details (form).

You can record the details of all items that are returned from a customer for repair or maintenance and then dispatched back to the customers after repair. Annexure 58 includes the manufacturer details, customer details, warehouse from which the item was returned, the excise amount of the returned items, the quantity of items, and the purpose of the return of the items.

To generate Annexure 58 for returned items using a return order, follow these steps:

  1. Click Sales and marketing > Common > Return orders > All return orders.

  2. Create a new return sales order, and then specify a customer account number and reason code for returning the items. For more information, see Return orders (form).

  3. Click OK, and then on the Action Pane, click Return > Find sales order.

  4. Select the Select all check box to select all sales invoice transactions, or in the lower pane, select the Mark check box next to the sales order line that you want to correct the quantity of the returned items for.

  5. Click OK. On the Line details FastTab, select the Disposition code field to specify what action is required to handle the returned item. The Disposition code must be of the type Replace and credit or Replace and scrap to generate Annexure 58 for returned items.

  6. Post the return order. Generate a packing slip and an invoice for the return order. The details of the invoiced return order are recorded in Annexure 58. For more information, see Create and print a credit note for customer invoices.

  7. Click General ledger > Inquiries > Tax > India posted tax > Excise > Annexure 58.

  8. Click Provide values for filtration.

  9. Select the ECC number, Customer, From date, and To date fields. The details of all return orders are displayed.

To generate Annexure 58 for returned items using a replacement order, follow these steps:

  1. Click Sales and marketing > Common > Sales orders > All sales orders.

  2. Create a new replacement order to re-dispatch the items back to the customer. For more information, see Create an item replacement order.

  3. On the Line details FastTab, enter the Return action that was taken for the items that were returned by the customer for repair.

  4. Post the replacement order. Generate a packing slip and an invoice for the replacement order. The details of the invoiced replacement order are recorded in Annexure 58. For more information, see Sales orders (form).

  5. Click General ledger > Inquiries > Tax > India posted tax > Excise > Annexure 58.

  6. Click Provide values for filtration.

  7. Select the ECC number, Customer, From date, and To date fields. The details of all replacement sales orders are displayed.

If you don't have access to the pages that are used to complete this task, contact your system administrator and provide the information that is shown in the following table.

Category

Prerequisite

Security roles

To perform this task, you must have the following roles:

  • Sales agent

  • Sales manager

  • Accountant

  • Accounts receivable administrator

  • Accounting manager

  • Accounting supervisor


Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).

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