PURCHASE RETURN

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Contents
1. CREATE PURCHASE RETURN ORDER ..................................................................................................... 3
2. CONFIRM PURCHASE RETURN ORDER .................................................................................................. 6
3. PACKING SLIP FOR RETURN ORDER ...................................................................................................... 7
4. CREATE CREDIT NOTE TO VENDOR ....................................................................................................... 8

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 1. CREATE PURCHASE RETURN ORDER
Select the address AACL -> Procurement and sourcing from the Address bar by clicking the navigation
path arrows.

Click Area Page node: Procurement and sourcing -> Common -> Purchase orders -> All purchase orders.

Form name: Purchase orders

Click the Purchase order -> New -> Purchase order button.

Form name: Create purchase order

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Select Vendor account from '' to 'AACL-000001'.
Select Item Type as ‘Item’.
Switch to the General tab on the Create purchase order form.

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Select Purchase type as 'Returned order'.
Enter RMA number from '' to 'RMA786'.
Click the OK button.
Form name: Purchase order

Switch to the Purchase order lines tab on the Purchase order form.

Select Item number from '' to 'AACL-004986'.

Save the record in the Purchase order form.
Enter the quantity to be returned at Quantity from '' to '-5.00'.This has to be negative quantity
mandatorily.
Net amount is displayed as negative.
Switch to the Line details tab on the Purchase order form.
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Switch to the Setup tab on the Purchase order form.

Specify the Return Action from the drop down list as in why the Purchased item is being returned now.

2. CONFIRM PURCHASE RETURN ORDER

Click the Purchase -> Generate -> Confirmation button.
Click Ok in the Microsoft Dynamics form.

Form name: Confirm purchase order

Change Print purchase order from false to true if you want to print the Purchase return document.

Click the OK button.

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Click the Close toolbar button.

Close the Purchase order confirmations form.

3. PACKING SLIP FOR RETURN ORDER

Switch to the Receive tab on the Purchase order form.

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Click the Receive -> Generate -> Product receipt button.
Form name: Posting product receipt

Enter the Product receipt number as from '' to 'RCPT-567'.

Click the OK button.

4. CREATE CREDIT NOTE TO VENDOR

Click the Invoice -> Generate -> Invoice button.
Switch to the Vendor invoice tab on the Vendor invoice form.

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Enter the Invoice Number from '' to 'INV-7545'.

Click the Vendor invoice -> Actions -> Post button.

Click the Post button.

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Close the Invoice journal form.
Close the Purchase order form.

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