How To Return Items with Directed Put-away and Pick in Dynamics 365 Business Central

Using the directed put-away and pick process for creating a new sales return order in Dynamics 365 Business Central can be manually complex. This article will help users working in accounting, sales, customer service, etc. who use directed put-away and pick to better manage their customer returns and deal with errors.

I will be discussing how to create a sales return order and warehouse receipt once the item has been received. Note that, the instructions below are for processing a customer return for an item that has been invoiced.

Create a Sales Return Order for Directed Put-away and Pick

Begin by navigating to the Sales Return Orders screen and select “New” in the menu bar.

Screenshot of the Sales Return Order Screen highlighting "New" on the top menu bar.

Once the new Sales Return Order has been created, you will first need to enter the Customer No. or Customer Name that is requesting the return. Next, click on Prepare >> Get Posted Document Lines to Reverse.

Screenshot of the Sales Return Order screen highlighting "prepare", "get posted document lines to reverse", "Customer No.", and "Customer Name".

The Posted Documents screen will open. Select Posted Invoices as the Document Type filter. You can now select the posted invoice with the items being returned. Highlight the item line you wish to return and click “OK” at the bottom right of the screen.

Screenshot of the Posted Sales Document screen, highlighting the document type filter and the line item selected.

Note that if more than one item is being returned you can click the three dots next to an item and click “Select More”. Once all the item lines that are being returned have been selected, click “OK”.

Screenshot highlighting the three dots next to an item and highlighting the "select more" option.

Once you’ve clicked “OK”, you will be taken back to the Sales Return Order screen. You will see the items selected along with the invoice information on the lines. You can add the external Document No., add the return reason code, modify amounts if applicable, change the quantities if needed, and alter any other fields.

Screenshot in the Sales Return Order screen highlighting "External Document No.", "Description", "Return Reason Code", and "Quantity".

Once everything has been entered correctly for item(s) being returned, you can change the status on the Sales Return Order to “Released”:

Screenshot in the Sales Return Order screen, highlighting "status".

Warehouse Receipt and Put-away

Once the item(s) is received from the customer you will need to create the Warehouse Receipt and put-away.

To create the Warehouse Receipt from the Sales Return Order screen, you will need to click on Home >> Create Whse. Receipt:

Screenshot in the Sales Return Order screen highlighting "home" and "Create whse. receipt".

The Warehouse Receipt will automatically open. Review the information to ensure it is correct. Once all has been confirmed, from the same window, click on Home >> Post and Print Put-away.

Screenshot in the Warehouse Receipt window highlighting "Post Receipt" and "Post and Print Put-away" options.

You will receive a notice that the warehouse receipt was posted and a Put-away will be printed (unless you are doing put-aways differently for your company). Depending on your company policies you will most likely need to let someone know they have to invoice this return so that it credits the customer.

You will then need to go to the Warehouse Put-away screen and register the Put-away.

Note that you may need to change the bin on the line to where it is being placed if it is not in the default bin. Then remember to physically put the returned item in the bin.

Screenshot in the Warehouse Put-away screen highlighting the Register Put-away option and the "Place" and "Bin Code" descriptors.

Please note: Lastly, and most importantly, make sure someone who does the invoicing posts the return order as invoiced so that all necessary steps are taken, and the credit goes to the customer. Instructions below:

Back in the Sales Return Order, click “Post” and a screen will pop up; select “Invoice.” Select “OK” to ensure the Return Order has been posted as invoiced.

Screenshot in the Sales Return Order screen highlighting "post" and a popout window highlighting the "Invoice" button option.

If you have any questions about warehouse management, sales, or other aspects of your Business Central environment, please contact us.

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