(MEX) Create and post a return order as an electronic invoice
Important
This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012
Use the Return order form to create a return order when a customer returns an item. Register the arrival of the returned item in the Arrival overview form. The details of the return order are then updated in the Sales order form. You can use the Sales order 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 Product type field to Item in the Create product form.
Click Sales and marketing > Common > Return orders > All return orders.
Click Return order to create a return order. For more information, see (IND) Recoverable certificates (form)
Close the forms.
Click Inventory management > Periodic > Arrival overview.
In the Arrival overview form, register the item arrival. For more information, see Register the receipt of returned items.
Close the form.
Click Accounts receivable > Common > Sales orders > All sales orders.
Double-click a sales order that has the Order type field as Returned order, and then click Edit.
In the Sales order form, click Header view.
On the General FastTab, in the RMA number 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 Line details FastTab.
Click the Product tab, and then in the Custom number field, enter the number of the customs document that was generated when the item was imported.
In the Custom date field, select the date when the item was imported, and then in the Custom name field, enter the name of the customs authority in the country/region that the item was imported from.
Click the Invoice tab, and then click Invoice.
In the Posting invoice form, select the Print invoice check box to print the return order invoice after the invoice is posted, and then select the Send 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.
Note
Click Batch to post the return order as an electronic invoice by using a batch process.
Close the forms.