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
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:
|
Inventory |
Open a menu that contains the following items:
|
Update line |
Open a menu that contains the following items:
|
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:
|
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:
|
|
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:
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. |
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:
|
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:
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. |
Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).