(BRA) Create and post a return sales order
Important
This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2
You can return items that do not meet quality standards, do not meet customer order specifications, and items that are damaged in transit. You can create and post a return sales order to generate an incoming fiscal document for the returned items.
When you create a return sales order, a Return Materials Authorization (RMA) number is assigned to the return sales order in the Sales order form. The fiscal information, such as fiscal document type, Código Fiscal de Operações e Prestações (CFOP), service code, delivery CFOP, operation type, and the presence type of the fiscal operation for the return sales order is updated with the information in the original sales fiscal document. The tax groups for the return sales order are updated based on the tax matrix that is defined in the Taxes matrix form. For more information, see (BRA) Set up a tax matrix.
You must select the Generate incoming fiscal document check box for the customer in the Customers form to generate and print an incoming fiscal document when you post a fiscal document for a sales return. You must set up a fiscal document type and assign it to a customer before you create and post a return sales order. For more information, see (BRA) Set up fiscal document types and (BRA) Assign fiscal document types for customers or vendors.
Click Sales and marketing > Common > Return orders > All return orders.
Create a return order. For more information, see Return orders (form).
Click Inventory management > Periodic > Arrival overview.
Create and post an item arrival journal. For more information, see Post arrival journal for returned products and Register the receipt of returned items.
Click Accounts receivable > Common > Sales orders > All sales orders.
Select a sales order that has a Returned order type and a Confirmed approval status, and then on the Action Pane, click Edit to open the order.
Click the Fiscal information FastTab, and then in the Presence type field, modify the presence type of the fiscal operation, if required.
Note
This control is available only if cumulative update 8 for AX2012 R3 is installed.
Click the Invoice tab, and then click Invoice to open the Posting invoice form.
Select the Posting and Print invoice check boxes to post and print the incoming fiscal document for the return sales order.
Click OK to create an incoming fiscal document for the return sales order.
The on-hand quantity of the returned item is updated in the On-hand form.
See also
(BRA) Create and post a sales order