(BRA) Process the return of purchased items [AX 2012]

Updated: December 6, 2012

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

Legal entities can record the return of items that they purchased from a vendor. To record a return, a legal entity creates a sales fiscal document that has transactions that resemble the transactions on the original purchase fiscal document. The legal entity can also generate a fiscal document to record the transaction for the purchase return.

  1. Click Organization administration > Setup > Brazil > Operation type. Create an operation type that has the following setup:

    1. Select the Create inventory movements check box to specify that the operation type generates inventory movement, and to record the physical and financial movement of inventory.


      To create inventory-related ledger transactions, you must select the Post physical inventory and Post financial inventory check boxes on the Setup FastTab in the Item model groups form.

    2. Select the Create customer/vendor transactions check box to specify that the operation type creates customer or vendor transactions.

    3. In the Item account field, select the default posting account that is used for the operation type in the ledger.

    4. In the Customer field group, in the Posting profile field, select the customer posting profile for the operation type.

    For more information, see (BRA) Set up operation types.

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


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

  3. To record this operation, create a sales order that has the operation type that you created. The sales tax groups and posting profile for the return fiscal document must be the same as the sales tax groups and posting profile for the original fiscal document. For more information, see (BRA) Create and post a sales order.

  4. Post the sales order.

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