MICROSOFT DYNAMICS® AX

2012 R3

Customer return after specified period

December 2013
Version 1.0.0
 Contents

Introduction................................................................................................3
Audience.....................................................................................................3
Scenario......................................................................................................3
Before you begin........................................................................................3
CUSTOMER RETURN SETUP AT ENTERPRISE TAX REGISTRATION
NUMBERs.................................................................................................5
Create Sales orders for Tax type – VAT/CST............................................5
Create sales return thru Credit note after law specified date by selecting
appropriate return type, for the Tax type = VAT.......................................8
Create sales return for the sales order after law specified date by selecting
appropriate return type, for the Tax type = CST........................................9
Conclusion................................................................................................12
Disclaimer................................................................................................12

AX2012R3- Microsoft Dynamics AX 2012 R3 Customer return after specified period Demo Script 2
INTRODUCTION
This document demonstrates how Microsoft Dynamics Ax2012 R3 supports the sales return with credit note by
specifying the return type.
The primary objective of the demo script is to provide the user with an overview on the Sales return through credit
note with India tax and posting of transaction with financial impact.

AUDIENCE
The scripts in this document should be used to demonstrate the value of Microsoft Dynamics AX 2012 R3 and how
the solution support transactions the sales return through credit note with India taxes VAT and CST execution to a
business decision maker (BDM). The executives that you present to will find value in this script if
they have and interested in:
 Creation of sales return through credit note with India taxes VAT and CST.
 Financial impact

SCENARIO
This script focuses on the following processes:
 Post sales order with India taxes (VAT and CST)
 Create credit note for the sales order specifying appropriate return type after law specified date, tax entries
will be accounted to expense account instead of payable account.

DEMO PRESET CONFIGURATION:

This script was written to work with the Microsoft Dynamics AX 2012 R3 RTM Virtual Machine (VM). Make sure
that the VM is up and running and that you have logged on. The script addresses key pain points and challenges that
different roles might face. However the demo can be completed as the system administrator.
 Domain: CONTOSO
 User: Administrator
 Password: pass@word1

BEFORE YOU BEGIN

Before you begin please add the following to your environment in demo data set and company Contoso INMF:
Use the following log in details:
 Domain: CONTOSO
 User: Administrator
 Password:pass@word1

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CUSTOMER RETURN SETUP AT ENTERPRISE TAX REGISTRATION NUMBERS

Set session date = 6/1/2013

Accounting supervisor
1. Navigate to Organization administration > Setup > India
> Enterprise tax registration numbers

2. Select a record where Tax type = VAT and Registration

number = 19725874156

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 3. Set field Return basis = Delivery date
Under field group Return period\Customer returns
4. Set field Unit = Days
5. Set field Duration = 60
Under field group Return period\Incomplete sales
6. Verify field Unit = Days
7. Set field Duration = 30
Under field group Return alert
8. Set field Return alert = Warning
9. Save record

10. Select a record where Tax type = India sales tax and
Registration number = 19725874156C

11. Verify field Return basis = Invoice date

Under field group Return period\Customer returns
12. Set field Unit = Months
13. Set field Duration = 6
Under field group Return period\Incomplete sales
14. Verify field Unit = Months
15. Set field Duration = 1
Under field group Return alert
16. Set field Return alert = Warning
17. Save record
18. Close form Enterprise tax registration numbers

End of Customer return setup at Enterprise tax registration number

CREATE SALES ORDERS FOR TAX TYPE – VAT/CST

Sales Clerk
1. Navigate to Accounts receivable > Common > Sales order
> All sales orders

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 2. Click button Sales order

3. Set field Customer account = INMF-000001

4. Set field Site = Site1
5. Set field Warehouse = 11
6. Click button OK
7. Set field Item number = M0003
8. Set field Quantity = 100.00
9. Set field Unit price = 500.00
10. Click fast tab Line details
11. Click tab Setup
12. Set field Sales tax group = ALL_STG
13. Set field Item sales tax group = VAT_KA
14. Click tab Delivery
15. Set field Confirmed receipt date = 6/10/2013
16. Save record

17. Click action pane tab Sells

18. Click button Sales tax

19. Validate the tax calculations

20. Close form Temporary sales tax transactions

Accounts Receivable Clerk

21. Click action pane tab Invoice
22. Click button Invoice
23. Set field Quantity = All
24. Click button OK
25. Click button OK on message box
26. Click button Invoice (Under Journals)
27. Click tab Overview
28. Click button Voucher
29. Close forms

Sales clerk

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 30. Click button Sales order

31. Set field Customer account = INMF-000001

32. Set field Site = Site1
33. Set field Warehouse = 11
34. Click button OK
35. Set field Item number = M0013
36. Set field Quantity = 200.00
37. Set field Unit price = 1600.00
38. Click fast tab Line details
39. Click tab Setup
40. Set field Sales tax group = ALL_STG
41. Set field Item sales tax group = CST_KA
42. Click tab Tax information
43. Set field Form type = Form -"C"
44. Save record

45. Click action pane tab Sells

46. Click button Sales tax

47. Validate tax calculations

48. Close form Temporary sales tax transactions
Accounts Receivable Clerk
49. Click action pane tab Invoice
50. Click button Invoice
51. Set field Quantity = All
52. Click button OK
53. Click button OK on message box
54. Click button Invoice (Under Journals)
55. Click tab Overview
56. Click button Voucher
57. Close form Voucher transactions
58. Close form Invoice journal
59. Close form Sales order
End of script Create Sales orders for Tax type – VAT/CST
CREATE SALES RETURN THRU CREDIT NOTE AFTER LAW SPECIFIED DATE BY SELECTING APPROPRIATE
RETURN TYPE, FOR THE TAX TYPE = VAT

Set session date = 7/13/2013

Sales clerk

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60. Navigate to Accounts receivable > Common > Sales order
> All sales orders

61. Click button Sales order

62. Set field Customer account = INMF-000001

63. Set field Site = Site1
64. Set field Warehouse = 11
65. Click button OK
66. Click action pane tab Sell
67. Click button Credit note

68. Select the invoice (invoice amount = 55000)

69. Set field Return type = Incomplete sales
70. Click button OK

71. Select a record where Quantity = -100.00

72. Click fast tab Line details
73. Click tab Setup
74. Validate fields under field group Customer returns
75. Click tab Delivery
76. Set field Confirmed receipt date = 7/13/2013
77. Save record

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 78. Click action pane tab Sells
79. Click button Sales tax

80. Validate tax calculations

81. Close form Temporary sales tax transactions
Accounts Receivable Clerk
82. Click action pane tab Invoice
83. Click button Invoice
84. Set field Quantity = All
85. Click button OK
86. Click button OK on message box
87. Click button Invoice (Under Journals)
88. Click tab Overview
89. Click button Voucher
NOTE: taxes are accounted to Expense account
90. Close form Voucher transactions
91. Close form Invoice journal
92. Close form Sales order
End of creation sales return through credit note, for tax type - VAT

CREATE SALES RETURN FOR THE SALES ORDER AFTER LAW SPECIFIED DATE BY SELECTING APPROPRIATE
RETURN TYPE, FOR THE TAX TYPE = CST

Set session date = 12/20/2013

Customer service representative
93. Navigate to Sales and marketing > Common > Return
orders > All return orders

94. Click button Return order

95. Set field Customer account = INMF-000001

96. Set field Site = Site1
97. Set field Warehouse = 11
98. Click button OK
99. Click button Find sales order

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 100.Select the Invoice
101.Mark Select all check box
102.Close the Infolog
103.Set field Return type = Customer returns
104.Click button OK
105.Close the forms

Receiving clerk
106.Navigate to Inventory management > Periodic > Arrival
Overview

107.Set field Setup name = Return order

108.Mark Select for arrival checkbox
109.Click on Start arrival
110.Close the Infolog
111.Close the form
112.Navigate to Inventory and warehouse management >
Journals > Item arrival > Item arrival

113.Click button Lines

114.Click on General tab
115.Set field Disposition code = 11
116.Click button Post
117.Close the Infolog
118.Close the forms
Accounts Receivable Clerk

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 119.Navigate to Accounts receivable > Common > Sales order
> All sales orders

120.Select record with order type ‘Returned order’

121.Click on Edit

122.Click fast tab Line details

123.Click tab Setup
124.Validate fields under field group Customer returns
125.Click tab Delivery
126.Set field Confirmed Ship date = 12/30/2013 (by clicking

the available ship date list )

127.Verify field Confirmed receipt date = 12/30/2013

128.Click action pane tab Sells

129.Click button Sales tax

130.Validate tax calculations

131.Close form Temporary sales tax transactions
132.Click action pane tab Invoice
133.Click button Invoice
134.Set field Quantity = All
135.Click button OK
136.Click button OK on message box
137.Click button Invoice (Under Journals)
138.Click tab Overview
139.Click button Voucher
NOTE: taxes are accounted to Expense account
140.Close form Voucher transactions
141.Close form Invoice journal
142.Close form Sales order
End of creation sales return through credit note, for tax type - India sales tax
End of demo scripts

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 CONCLUSION
This demonstration has guided you through the creation of sales return through credit note with
India taxes (VAT and CST) transaction in AX.
 Post sales transaction with India taxes (VAT and CST)
 Sales return through credit note by selecting appropriate return type after a period specified
by law and tax entries will be account to expense account instead of payable account

DISCLAIMER
© 2011 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista, Microsoft Dynamics and other product names are or
may be registered trademarks and/or trademarks in the U.S. and/or other countries. Other names and brands may be claimed as the property of
others.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this
presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of
Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. Microsoft may make
changes to specifications and product descriptions at any time, without notice.
Sample code included in this presentation is made available AS IS. THE ENTIRE RISK OF THE USE OR THE RESULTS FROM THE USE
OF THIS CODE REMAINS WITH THE USER.

MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS

PRESENTATION. NO LICENSE, EXPRESS OR IMPLIED, BY ESTOPPEL OR OTHERWISE, TO ANY INTELLECTUAL PROPERTY
RIGHTS IS GRANTED BY THIS PRESENTATION. Microsoft products are not intended for use in medical, life saving, or life sustaining
applications.

Microsoft Dynamics is a line of integrated, adaptable business management solutions that enables you and your people to make business
decisions with greater confidence. Microsoft Dynamics works like and with familiar Microsoft software, automating and streamlining financial,
customer relationship and supply chain processes in a way that helps you drive business success.

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AX2012R3- Microsoft Dynamics AX 2012 R3 Customer return after specified period Demo Script 12