D365FO - Purchase Return

Order process for purchase return. Step 1. Go to Procurement and sourcing > Purchase orders > All purchase orders.

Step 2. On the Action Pane, click on New button.

Step 3. In the Vendor account field, enter or select a value.

Step 4. In the Purchase type field, select an option.

Step 5. In the RMA number field, type a value.

Step 6. In the Buyer group field, enter or select a value.

Step 7. In the Pool field, enter or select a value.

Step 8. Click OK.

Step 9. Click Purchase order line.

Step 10. Click Credit note.

Step 11. Select the Select all check box.

Step 12. Select the Select check box.

Step 13. Click OK.

Step 14. Click Workflow to open the drop dialog.

Step 15. Click Submit > Enter Comment and click Submit.

Step 16. Click Workflow to open the drop dialog.

Step 17. Click Complete > Enter Comment and click Complete.

Step 18. Click Workflow to open the drop dialog.

Step 19. Click Approve > Enter Comment and click Approve.

Step 20. On the Action Pane, click Purchase.

Step 21. Click Confirm.

Step 22. On the Action Pane, click Receive.

Step 23. Click Product receipt.

Step 24. In the Product receipt field, type a value.

Step 25. Click OK.

Step 26. On the Action Pane, click Invoice.

Step 27. Click Credit invoicing.

Step 28. In the Reason code field, enter or select a value.

Step 29. In the Reason comment field, type a value.

Step 30. Click OK.

Step 31. On the Action Pane, click Invoice.

Step 32. Click Invoice.

Step 33. In the Number field, type a value.

Step 34. In the Invoice description field, type a value.

Step 35. In the Invoice date field, enter a date.

Step 36. On the Action Pane, click Post button.

Step 37. On the Action Pane, click Close button.