Return orders (form)

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

Click Sales and marketing > Common > Return orders > All return orders. To open an existing return order, double-click the return order in the list.

Use this form to create, view, manage, and delete return orders.

Tasks that use this form

Cancel a return order

Delete a return order

Create an item replacement order

Return an item ordered from a sales agreement

Navigating the form

The following tables provide descriptions for the controls in this form.

Return order actions

Action button	Description
Return order	Create a new return order.
Replacement order	Create an up-front replacement order that is based on the selected return order. Note This button is available only when the item has not been registered. It is possible to create a replacement order after the receipt and registration of an item, based on the disposition code that is assigned to the line.
Purchase return order	Create a purchase return order for items that were purchased from a vendor. Note This control is available only when the return order has the status Open or Closed. Items are available to return only if they are from lines that have the disposition code Credit or Replace and credit. Note This control is available only if Microsoft Dynamics AX 2012 R2 or AX 2012 R3 is installed.
Edit	Modify the details of the return order. When you click this button, the return order is switched from read-only mode to modify mode.
Delete	Delete the selected return order. Note Restrictions apply to when this action can be used. For more information, see Delete a return order.
Cancel order	Cancel the selected return order. Note Restrictions apply to when this action can be used. For more information, see Cancel a return order.
Header view	View header and header-related information on FastTabs.
Line view	View the header and line information together. You can expand the lines and line details tabs to see more information about lines.
Find sales order	Create return order lines that reference a customer invoice. Select the customer invoice lines to copy to the return order. You can select only from invoices that have previously been posted to the current invoice account. Note In Microsoft Dynamics AX 2012 R2, if the sales order that is related to the current return order was created from a sales agreement, the sales agreement commitment is automatically updated to reflect the change in the quantity or the amount for the products being returned. For more information, see Return an item ordered from a sales agreement. Note This is the recommended method to create return order lines.
Maintain charges	Create, modify, or inquire on charges specified for the selected return order. Note To specify charges per return order line in the Lines grid, click the Return line button and then select Maintain charges.
Acknowledgement	Generate and print the return acknowledgement upon receipt of the item.
Return order	Generate and print the return order.
Packing slip	Generate the packing slip for the selected return order.
Packing slip	View packing slips that have previously been generated for the selected return order.
Invoice	View a list of invoices (credit notes) for the selected return order.
Attachments	Open the documents that are attached to the selected return order. These attachments include external documents and notes.

General actions

Action button	Description
Intercompany return order	View the intercompany return order that is related to the selected return order in a direct delivery intercompany return order chain.
Original return order	View the original return order for the intercompany return order.
Purchase order	View the purchase order that is related to the selected return order in a direct delivery intercompany return order chain.
Intercompany purchase order	View intercompany purchase orders that are related to the selected return order in an intercompany return order chain.
References	View reference orders that are related to the return order. Reference orders include customer requisitions, customer references, Return Materials Authorization (RMA) numbers, and intercompany orders.
Replacement order	View replacement orders that are related to the return order.
Purchase order	View purchase orders that are related to the return order.

Return order header

This tab is displayed only in the line view of the form.

Field	Description
Return reason code	The code that indicates the customer’s reason for returning the item. For more information, see Set up return reason codes
Deadline	The date by which the returned item must be received. Note A notification is not generated if the returned item has not been received by the deadline.
Sales order	The sales order number that corresponds to the return order. Use this field to open the selected return order in the Sales order form when you must invoice the return order.
Customer reference	The customer's reference number for this transaction.
Contact	The name of the customer representative to be contacted about the return.
Replacement reference	The replacement order for the return order.
Up-front replacement	If this check box is selected, a replacement order was created before the item being returned was received.

Return order lines

This grid is displayed only in the line view of the form.

Button	Description
Return line	Open a menu that contains the following items: Replacement item – Select a replacement item for the selected return order line. Note This action is only available for certain disposition codes. Maintain charges – Create, modify, or inquire on charges specified for the selected return order line. Attachments – View the documents that are attached to the selected return order line. Dimensions – Select the inventory dimensions to display on the return order line.
Inventory	Open a menu that contains the following items: On-hand – View on-hand inventory related to the selected return order line. Lot – View information about the lot that is associated with the item on the return order line. Transactions – View the inventory transactions that are associated with the item on the return order line. On-hand – View intercompany on-hand inventory related to the selected return order line. Remove link – Remove the link to the related intercompany purchase line. Dimensions – Open the Trace inventory dimensions form to track and view inventory dimensions related to the selected return order.
Update line	Open a menu that contains the following items: Registration – Register items that have been delivered for the return order line. Tip You can use this action as an alternative to the warehouse receiving process that uses the Arrival overview form. Create link – Re-establish a link to the related sales agreement commitment if you removed the link using the Remove link control. Note This control is available only if Microsoft Dynamics AX 2012 R2 or AX 2012 R3 is installed. Attached – View the related sales agreement commitment for the returned products. This action can be performed if you clicked Find sales order to create the return order line and a corresponding sales agreement commitment exists. You can only link to one sales agreement from a return order. Note This control is available only if Microsoft Dynamics AX 2012 R2 or AX 2012 R3 is installed. Remove link – Remove the link to the related sales agreement commitment. If you remove the link, the corresponding commitment on the sales agreement will not be updated to reflect the change in quantity or amount for the products being returned. Note This control is available only if Microsoft Dynamics AX 2012 R2 or AX 2012 R3 is installed.

Field	Description
Item number	The unique identifier of the item.
Product name	The item description, which comes from the Released product details form.
Quantity	The quantity of items to be returned, expressed in the sales unit. Note The quantity displayed in this field is a negative value.
Unit	The unit in which the item is sold.
Configuration	The specific attributes of the item. Note You cannot change the item configuration after you update order transactions, such as the registration, packing slip, and invoice update.
Size	The size of the item.
Color	The color of the item.
Site	The site that ships the item that was ordered.
Warehouse	The warehouse that receives the returned item.
Batch number	The batch number of the item.
Serial number	The serial number of the item.
Unit price	The sales price of the item.
Net amount	The net amount of the return order line.
Qty returned	The quantity of items received in the warehouse.
Sales category	The category in the hierarchy of sales categories. If the return order line has a product number that is internally defined, the category comes from the setup in the product catalog.
Return status	The status of the return order line. The status indicates how far the return order line has progressed in its life cycle. The following values are used: Expected – No items on this return order line have been received. This value applies to return orders with the status Created or Open. Registered – The item has been registered in an item journal upon arrival. For more information, see Post arrival journal for returned products. Quarantine – The item is currently in quarantine. Received – The item has been received in inventory and the packing slip has been generated. Invoiced – The return order line has been invoiced. When all lines are invoiced, the return order status will be set to Closed. Canceled – When you cancel a return order, all related return order lines are set to Canceled.

Line details

This tab is displayed only in the line view of the form.

Tab	Field	Description
General	Sales category	The category in the hierarchy of sales categories. If the order line has a product number that is internally defined, the category comes from the setup in the product catalog.
	Product name	The item description from the Released product details form.
	Text	The description of the item or service on the order line. This description is used in reports and in queries. The description is also copied to the Description field in some sales-related journals, and you can modify the description manually in these journals. Note If the return order line does not contain an item number to uniquely identify the item, you can enter a description in this field to identify the item. If the item number on the order line is uniquely identified, this description adds more information about the item or service that was sold.
	External	The customer's item number for the inventory item.
	Return status	The status of the return order line, which indicates how far the return order line has progressed in its life cycle. The following values are used: Expected –The return order line has not yet been processed. This value applies to return orders with the status Created or Open. Registered –The item has been registered in an item journal upon arrival. For more information, see Post arrival journal for returned products. Quarantine – The item is currently in quarantine. Received – The item has been received in inventory and the packing slip has been generated. Invoiced – The return order line has been invoiced. When all lines are invoiced, the return order status will be set to Closed. Canceled – When you cancel a return order, all related return order lines are set to Canceled.
	Estimated time of arrival	The expected arrival date of the return shipment.
	Actual arrival date	The date when the return shipment arrived.
	Closed date	The date when the transaction for the returned item was closed.
	Origin	The role of the return order in an intercompany chain. The following values are used: Source – The return order is the original order that was created manually. Derived – The return order is a generated order that was created indirectly as part of an intercompany chain. Note This field is blank if the return order is not an intercompany order.
	Return lot ID	The lot number of the returned item. The lot number is entered if the return order line is created by clicking Find sales order. Note In Microsoft Dynamics AX 2012 R2, you can use this field to view details about the sales order that the selected return order originates from. Click the link in the field to open the sales order. If the form is in edit mode, right-click in the field and select View details to open the sales order.
	Return cost price	The inventory cost of the returned item. If you create the return order line by clicking Find sales order, the cost price of the returned item is determined by the cost price of the original customer invoice. If you do not create the return order line by clicking Find sales order, the return cost price will reflect the standard inventory cost of the item. You can modify this value manually. For more information about cost price, see Released product details (form).
	Disposition code	Indicates what should be done with the item. The disposition code is specified when the returned item is registered, except for disposition codes that are associated with the Credit only disposition action.
	Allow reservation	If this check box is selected, the lot will be classified as On order until the items have been registered. This will make the item that is being returned available for reservation, for example, from a sales order, transfer order, or production order. This action is only effective if the Reserve ordered items check box is selected in the Inventory and warehouse management parameters form.
	Created date and time	The date and time when the return order line was created.
Product	Configuration	The specific attributes of the item. Note You cannot change the item configuration after you update order transactions, such as the registration, packing slip, or invoice.
	Size	The size of the item.
	Color	The color of the item.
	Batch number	The batch number of the item.
	Serial number	The serial number of the item.
	Site	The site that ships the item that was ordered.
	Warehouse	The warehouse that dispatches the item that was ordered.
	Location	The location of the item in the warehouse.
	Pallet ID	The unique identifier of the pallet. This identifier is also named the Serial Shipping Container Code (SSCC).
	Reference type	The type of reference ID.
	Reference number	The number of the sales order, project ID, production lot, or other identifier related to this transaction. This number is typically used only when the return order line has a status of Quarantine.
	Reference lot	The lot ID of items related to this transaction.
Foreign trade	Country/region of origin	The unique identifier of the county or region where the item was manufactured. For transaction lines that are identified by a product, the information in this field comes from the item record and is not editable. For transaction lines that are identified by a description, you can enter a country or region.
	State of origin	The unique identifier of the state where the selected item originates. For transaction lines that are identified by a product, the information in this field comes from the item record and is not editable. For transaction lines that are identified by a description, you can enter a state.
	Commodity	The commodity code of the item. For transaction lines that are identified by a product, the information in this field comes from the item record and is not editable. For transaction lines that are identified by a description, you can enter a commodity code.
	Unit weight	The unit weight of the selected item. For transaction lines that are identified by a product, the information in this field comes from the item record and is not editable. For transaction lines that are identified by a description, you can enter the unit weight.

General

This tab is displayed only in the header view of the form.

Field	Description
RMA number	The Return Materials Authorization (RMA) number for the return order, which is generated when a return order is created and is used to authorize the return.
Return reason code	The code that indicates the customer’s reason for returning the item.
Deadline	The date by which the returned item must be received.
Sales order	The original sales order related to the return order.
Customer reference	The customer's reference number for this transaction.
Customer account	The identifier of the customer who generated the order.
Name	The name of the customer.
Invoice account	The customer account number to be invoiced.
Contact	The name of the customer's contact person.
E-mail	The email address to use when contacting the customer about this return.
Return status	The status of the return order. The following values are used: Created – When you create a new return order, the status is set to Created, and all related return order lines will have the status Expected. Open – When items start to arrive in inventory, the status of the return order is changed to Open. A return order line can have one of the following statuses: Expected, Registered, Received, Quarantine, Invoiced, or Canceled. Canceled – If a customer regrets a return and you cancel the return order, the status is set to Canceled. The status of all related return order lines will also be set to Canceled. Closed – When the return order has been fully invoiced (the credit note has been processed), the status of the return order will be set to Closed. All related return order lines will be set to Invoiced.
Replacement reference	The replacement order for the return order.
Up-front replacement	If this check box is selected, a replacement order was created before the returned item was received.
Site	The storage site. If you set up a default site for the customer, the value is copied to the header of the return order when you create a new return order for the customer.
Warehouse	The storage warehouse. If you set up a default warehouse for the customer, the value is copied to the header of the return order when you create a new return order. For more information, see Identify the warehouse.

Setup

This tab is displayed only in the header view of the form.

Field	Description
Sales taker	The ID of the person who received the return order.
Language	The language that is used for item names and to print external documents. Note All printed text, such as items and terms of payment, must be manually translated into the specified language.
Currency	The currency used for invoicing that is specified for the original sales order.
Autocreate intercompany orders	If this check box is selected, an intercompany order will be created when you close the sales order.
Direct delivery	If this check box is selected, an intercompany order will be returned directly to the partner company and the delivery information will be updated in the intercompany order.
Origin	The role of the return order in an intercompany chain. The following values are used: Source – The return order is the original order that was created manually. Derived – The return order is a generated order that was created indirectly as part of an intercompany chain. Note This field is blank if the return order is not an intercompany order.
Allow indirect creation	If this check box is selected, an indirect order line can be created if the original sales order is a direct delivery. This check box is selected when you select the Direct delivery check box.
Created date and time	The date and time when the return order was created.

Address

This tab is displayed only in the header view of the form.

Field	Description
Delivery name	The name or company name that is used in the delivery address.
Delivery address	The delivery address for the order.
Address	The address of the warehouse where the customer should ship the item to.
Delivery contact	The customer's contact person at the delivery destination.

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