Hello Guys..!
Here I'm sharing steps how to do Vendor return / Return purchase order in AX 2012
Note: We can select multiple purchase orders and their specific lines to get them in return purchase order. Purchase orders specific to vendor selected in the return purchase order can only be seen in credit note form.
8. Click ok to get the lines in return purchase order.
@Rahul Talasila
Here I'm sharing steps how to do Vendor return / Return purchase order in AX 2012
Create
a return purchase order.
Return
order is created in reference to specific purchase order and it should be
authorized by vendor i.e. vendor should provide RMA number which indicates the
permit for return of goods to vendor.
Requirement
Purchase
order should already be created and invoiced in order to create a return order
for it.
Background
Let's
assume that the inventory manager accidently found some items are damaged. He
notifies the purchasing manager about the issue. Purchasing manager decides to
return the damaged items to the vendor. Purchasing manager creates a return purchase order to
facilitate return of goods to vendor.
Steps
to create return purchase order
1.
Go to Account payable --> Common --> Purchase orders --> All purchase
orders.
2.
Click on Purchase
order button to create new purchase order.
3.
Enter:
a. Vendor
account number: It is the same vendor to whom we
are returning goods.
b. Purchase
type:Select purchase type as "Returned order".
c. RMA number: As
soon as we select purchase type as returned order, we can see RMA number field
appears in the form. Enter the RMA number received from the vendor which
permits the return of goods to vendor.
d. Enter other details as per requirement.
4.
Click ok to
create purchase order.
5.
Now we need to add lines in the order which we can do it manually or with
the help of credit
note.
Add
lines through Credit note
6.
Go to Purchase
order form-->click on purchase order lines--> Click on credit note
or
Go to purchase
order form-->go to purchase fast tab--> click on credit note.
Note: We can select multiple purchase orders and their specific lines to get them in return purchase order. Purchase orders specific to vendor selected in the return purchase order can only be seen in credit note form.
8. Click ok to get the lines in return purchase order.
9.Here
you can see line in the return purchase order with negative quantity.
Confirmation
10. Post the Return
purchase order confirmation after
verifying all the details.
Receipt
list
11.
Post the receipt
list for the items in the return purchase order.
12.The
status of the inventory transactions goes to Physical reserved i.e.
items will get physically reserved in the warehouse to get it picked for
return.
Picking
13.Unfortunately, it is impossible to create a
picking task for a purchase order line (or for an output order that can be
created for the purchase order line). So, we cannot use the Picking form
(Inventory
management > Common Forms > Picking
routes). We assume that the Purchase Manager calls the
Warehouse Worker and asks him to perform the picking task: pick the broken
items from a specific location, transfer the broken items to the outbound
location, and inform the Purchase Manager about the operation being completed.
The Warehouse Worker receives this in an informal form from the Purchase
Manager, because we can't create the picking instruction document
in Microsoft Dynamics AX for the returned items. When the Warehouse Worker
completes the picking task and informs the Purchase Manager, she or he does the
following: in the lines area of the Purchase order form,
click the Update
line --> Pick button.
14.
Click on Add
picking list update button to get the items available for
picking list update.
15.
Click on Register
all to update the picked item in the system.
Product
Receipt
18,We assume that the items are loaded to the
truck and delivered to the vendor. When the items are delivered, the Purchase
Manager posts, prints, and sends the Packing slip document for the vendor to
sign. The Packing slip document is a guarantee that the vendor receives the
broken items.
19.
Go to purchase order --> Receive fast
tab--> Click on product
receipt.
20.
Enter the product
receipt number.
21.Click ok to post the
product receipt which is then send for the vendor to sign.
22.
Once done, we can see inventory transactions status is updated from "Picked" to "Deducted" as the
items are deducted from the warehouse.
Invoice
23.The Purchase Manager posts, prints, and sends
the invoice document for the vendor to sign. This document confirms that the
vendor must pay (return) some amount of money for the broken items.
24.
Go to purchase
order -->Invoice tab-->
Click on Invoice button
to post the invoice for the order.
25.
Enter the invoice
number and click on Post button to post the invoice
for the order.
26.
Once done, invoice will send to vendor for signature. It confirms that the
vendor must pay for broken items.
27.
Go to inventory--> Transactions-->The status is updated from "Deducted" to
"Sold"
Note:The invoice document which is generated has the title
"Credit note".
To view the credit note report, go to purchase order form-->go to Invoice tab-->
Click on invoice
journal-->click on Preview/Print -->Click on original preview/Copy preview.
In
this way, we can create a Vendor return / Return purchase order in AX 2012.
@Rahul Talasila
