(BRA) Create and post a return purchase order
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
Organizations frequently return items to vendors when the items do not meet quality standards and order specifications, or when the items are damaged in transit. You can create and post a return purchase order for items that are returned to vendors. You must attach a fiscal reference for the return purchase order. You can change the delivery address for a return purchase order. The CNPJ/CPF, IE, and Presence type fields in the Purchase order form are updated based on the information that is specified for the vendor on the Fiscal information FastTab in the Vendors form. You can also modify the delivery address for the vendor in the Create purchase order form or on the purchase order lines.
You must assign a fiscal document type to a vendor before you create and post a return purchase order. For more information, see (BRA) Assign fiscal document types for customers or vendors.
Create a return purchase order
Use the Create purchase order form to create a return purchase order.
Click Accounts payable > Common > Purchase orders > All purchase orders.
On the Action Pane, click Purchase order, and then in the Vendor account field, select a vendor account.
On the General FastTab, in the Purchase type field, select Returned order. For more information, see Create purchase order (form).
In the RMA number field, enter the Return Merchandise Authorization (RMA) number for the item that is returned. The number is provided by your vendor. This number is used to track an item that is returned.
In the Site field, select the site of the fiscal establishment where you receive the order.
Click OK.
In the Purchase order form, create a purchase order line. In the Quantity field, enter a quantity that has a minus sign.
In the Purchase order form, click Purchase order line > Fiscal document texts to attach a fiscal document text to the purchase order line. For more information, see (BRA) Attach fiscal document texts to a fiscal document.
On the Line details FastTab, on the Setup tab, in the Return action field, select a return action.
On the Action Pane, click Header view.
On the Fiscal information FastTab, in the Operation type field, select an operation type that you have created in the Operation type form. For more information, see (BRA) Operation type (form).
Select the Use and consumption check box to indicate that the purchase is for consumption.
Select the Service code on delivery address check box to use a service code that is based on the delivery address for orders.
In the Presence type field, modify the presence type of the fiscal operation, if required.
Note
This control is available only if cumulative update 8 for AX2012 R3 is installed.
Post a return purchase order
Use the Vendor invoice form to post a return purchase order.
Click Accounts payable > Common > Purchase orders > All purchase orders.
Select a purchase order that has a purchase type of Returned order and an approval status of Confirmed.
On the Action Pane, click Invoice > Invoice.
In the Invoice description field, enter a description for the invoice.
On the Action Pane, click Add fiscal reference to attach a fiscal reference to the return purchase order. For more information, see (BRA) Attach a fiscal reference to a fiscal document.
In the Vendor invoice form, on the Action Pane, click Add shipping specifications, and then create a shipment specification.
Enter values in the Volume type, Volume quantity, Gross weight, and Net weight fields. For more information, see (BRA) Shipments (form).
Click Post > Post to post the invoice.
See also
(BRA) Purchase order (modified form)