Register the receipt of returned items
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
Microsoft Dynamics AX provides two methods for registering the receipt of returned items. The first method is a warehouse receiving process that uses the Arrival overview form. The second uses the Registration form.
Register the receipt of returned items in the Arrival overview form
You can use the Arrival overview form to identify a return shipment by its Return Material Authorization (RMA) number. If a journal name is defined on the Setup tab, and journal lines that correspond to the lines selected on the Arrival overview form exist, a new journal header is created when you click Start arrival.
Click Inventory management > Periodic > Arrival overview.
In the Setup name field, select Return order, and then click Update.
Tip
You can use the Range fields to narrow the search results. You can type or select the RMA number in the RMA number field for an exact result. To define and save a set of filters that will restrict which incoming arrivals are displayed, click the Setup tab. The available filters include types, warehouses, and docks.
Warning
Return orders cannot be mixed with other arrival types in the Arrival overview form. Therefore, the reference will always be sales order, but no sales order ID will be specified on the journal header.
In the Receipts grid, locate the line that matches the item being returned, and then select the check box in the Select for arrival column.
To exclude certain lines from the return receipt, such as items from the original order that were not included in the return shipment, clear the associated Select for arrival check boxes in the Lines table in the lower part of the form.
Click the Start arrival button to create an arrival journal.
Note
You can select multiple return orders and include them all in a single arrival process. Each return order line will be copied into a corresponding item arrival journal line.
Note
You can also manually create an arrival journal by using the Item arrival form. For more information, see Register item receipts with an item arrival journal.
Click Inventory management > Journals > Item arrival > Item arrival.
Select the arrival journal that you just created and then click Lines to open the Journal lines, locations form.
On the General tab, adjust the number in the Quantity field, if it is required, and then assign a disposition code in the Disposition code field.
Alternatively, you can select the Quarantine management check box to have the returned items sent through an inspection process in the context of a quarantine order.
Note
If you send the returned items through quarantine, you cannot specify a disposition code.
Click the Validate button.
If there are no errors in the validation process, click Post.
Register the receipt of returned items in the Registration form
As an alternative to using the Arrival overview form, you can use the Registration form to register the arrival of returned items.
Click Sales and marketing > Common > Return orders > All return orders. Create a new return order or open the return order from the list. On the Lines FastTab, select the return order line. Click Update line, and then click Registration.
Assign a disposition code in the Disposition code field, and then click OK.
Note
It is not possible to send the item for inspection as a quarantine order using the Registration form.
In the Transactions grid, select the transaction to be registered.
In the Register now grid, click Add. Repeat the previous two steps until all of the returned items appear in the Register now grid.
Click Post all.