Arrival overview for Return order in AX 2012

Introduction

Arrival overview form improves the overview of the items expected to arrive as incoming goods. It provides an overview of all expected incoming items and arrival can be initialize based on the overview.

Here in this post, we will initiate the return of the goods through arrival overview process.

Background

Once the RMA is created, we send the return report to the customer consisting of details of items which company agreed to take back.

At this stage the Arrival overview comes into picture. It provides an overview of items which will come as return from the customer. At this stage we can initiate item arrival process.

Path

Inventory and warehouse management --> periodic --> Arrival overview.

Return order arrival overview

1.Create a return order for all or for some specific items in the customer invoices with some specific quantity as agreed to the customer.

2.Send a return report to the customer as an information that the company only permits the return of goods specified in the return report.

3.After this,go to Inventory and warehouse management --> Periodic --> Arrival overview.

4.Arrival overview form will show all the expected incoming items for all the orders such as return orders, transfer orders, production orders, purchase orders, quarantine orders etc.

5.In order to filter by return orders, select "Return order" in Setup name field in the overview form.

Note: Return order checkbox should be ticked in the arrival overview--> Setup tab--> Return orders to get the return order in the arrival overview form.

6.We can also filter the return order lines by All, In progress (It means the arrival process is in progress) and not complete (It means arrival process has not yet started)

7.For the new return order, select Not complete in Show lines field.

8.If there are multiple new return orders, we can filter the specific return order by its number.

9.Ticked the Select for arrival checkbox to select the return order lines for arrival.

10.Click on Start arrival button. (It will create an item arrival journal with the currently selected lines)

11.As the arrival process is started,items are started arriving in the warehouse.

12.Click on journal --> click on show arrivals from lines.

13. It will redirect you to item arrival journal.

14.Click on lines to check the items which are arriving at the warehouse.

15. Enter the disposition code against the item to indicate the action which is going to take once item is arrived.

16. Once all the items are fully arrived, validate and post the journal in order to register the items in the system.

17. Validate the journal

18.Post the journal

19.Once the journal is posted, the inventory status goes to registered state.

20.When the items are registered in the inventory,it's time to post the packing slip in order to update the physical cost of the items.

21.Go to arrival overview--> click on Journals--> click on Product receipt ready journals.

22.Item arrival journal will open.

23.Click on Function --> click on Product receipt returned in order to post packing slip.

24.Till this step, we can use arrival overview process in the return order.

25. At last we can post the invoice for return sales order from the sales order form,

Summery

Arrival overview form can help the warehouse manager and warehouse worker to achieve an overview of expected return and work to be done for it. It also start the arrival overview process to make sure items are tracked at the first entry into the warehouse.

Happy Daxing !!!!! See you soon with the new topic.

------------------------------------------------------------------------------------------------------------------------------------

Abhijeet Hele |  Dynamics AX Enthusiast | My Profile | 

The information provided on this site represents my own opinion/view and does not represent the opinion/view of my employer or Microsoft.