Perform invoice updates for returns [AX 2012]

Updated: May 21, 2011

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

A return order is a type of sales order that is marked as a returned order. Therefore, the All sales orders list page is used to generate invoices for return orders instead of the Return orders form. This Microsoft Dynamics AX functionality supports the business processes of organizations that choose to have return orders and sales orders invoiced at the same time and by the same person.

Because the invoice for a returned item is for a negative amount, it is called a credit note.

When you set up the invoice update for batch processing, the sales order of type Returned order must have a return line status of Received, which indicates that the order's packing slip has been updated.

  1. Click Accounts receivable > Common > Sales orders > All sales orders.

  2. Select a sales order for which Returned order is displayed in the Order type field.

  3. On the Action Pane, on the Invoice tab, in the Generate group, click Invoice.

  4. On the Parameters tab, select the Posting check box.

  5. Review information in the form and make any changes that are needed.

  6. Click OK. The credit note is posted.


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

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