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Microsoft

Return items in Microsoft Dynamics 365 Business Central

Microsoft via Microsoft Learn

Overview

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  • Module 1: Do you need to handle sales and purchase returns? In this module, learn how to set up returns management in Dynamics 365 Business Central.
  • By the end of this module, you will be able to:

    • Understand the return-related setup in the sales and purchase application areas
    • Make exact cost reversing mandatory
    • Create return reasons
    • Assign return locations
  • Module 2: Do you need to learn how Business Central handles sales returns? Learn how to enter return agreements and process and post return documents. You will also learn about return orders, and how to enter replacement items on a sales return order.
  • By the end of this module, students will be able to:

    • Understand how return orders can be used to enter return-related tasks
    • Enter replacement items in a sales return order
    • Charge restock fees to customers
    • Return defective items to vendors
    • Post sales return documents and review posted entries
  • Module 3: Do you need to return items to a vendor? This module focuses on how to process returns to vendors.
  • By the end of this module, you will be able to:

    • Understand how return orders can be used to enter return-related tasks
    • Return defective items to vendors
    • Post purchase return documents and review posted entries

Syllabus

  • Module 1: Set up returns management in Dynamics 365 Business Central
    • Introduction - Set up sales return order management
    • Set up purchase return order management
    • Return reasons
    • Check your knowledge
    • Summary
  • Module 2: Manage customer returns in Dynamics 365 Business Central
    • Introduction - Replace wrong items
    • Return defective items to vendors
    • Exercise - Return items in Dynamics 365 Business Central
    • Check your knowledge
    • Summary
  • Module 3: Manage returns to vendors in Dynamics 365 Business Central
    • Introduction - Register a compensation agreement with a vendor
    • Apply exact cost reversing
    • Check your knowledge
    • Summary

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