(MEX) Create and post a return order as an electronic invoice
Platí pro: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012
Use the Vratka form to create a return order when a customer returns an item. Register the arrival of the returned item in the Přehled doručení form. The details of the return order are then updated in the Prodejní objednávka form. You can use the Prodejní objednávka form to select and post the return order as an electronic invoice.
When you create the return order for an imported item, you must specify the pertinent customs information, such as the customs document number, date of import, and customs authority name. You must set the Typ produktu field to Položka in the Vytvořit produkt form.
Klepněte na tlačítko Prodej a marketing > Společné > Vratky > Všechny vratky.
Click Vratka to create a return order. For more information, see (IND) Recoverable certificates (form)
Close the forms.
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In the Přehled doručení form, register the item arrival. For more information, see Registrace příjmu vrácených položek.
Close the form.
Klepněte na tlačítko Pohledávky > Společné > Prodejní objednávky > Všechny prodejní objednávky.
Double-click a sales order that has the Typ objednávky field as Vratka, and then click Upravit.
In the Prodejní objednávka form, click Header view.
On the Obecné FastTab, in the Číslo RMA field, verify that the return merchandise authorization (RMA) number of the return order to be posted has been updated.
Click Line view, and then click the Detaily řádku FastTab.
Click the Produkt tab, and then in the Číslo proclení field, enter the number of the customs document that was generated when the item was imported.
In the Datum proclení field, select the date when the item was imported, and then in the Název celnice field, enter the name of the customs authority in the country that the item was imported from.
Click the Faktura tab, and then click Faktura.
In the Zaúčtování faktury form, select the Tisk faktury check box to print the return order invoice after the invoice is posted, and then select the Odeslat e-mail check box to send the .pdf and .xml files of the return order invoice as email attachments to the customer.
Click OK to post the return order as an electronic invoice. The .pdf and .xml files of the electronic invoice are sent as email attachments to the customer. A copy of the .xml file of the electronic invoice is archived.
Poznámka
Click Dávka to post the return order as an electronic invoice by using a batch process.
Close the forms.