Microsoft Dynamics 365 Business Central Sales Returns or Cancelations

How to Process Sales Returns or Cancelations

If a customer wants to return items or be reimbursed for items or services that you have sold and received payment for, you must create and post a sales credit memo that specifies the requested change. To include the correct sales invoice information, you can create the sales credit memo directly from the posted sales invoice or you can create a new sales credit memo with copied invoice information.

If you need more control of the sales return process, such as warehouse documents for the item handling or better overview when receiving items from multiple sales documents with one sales return, then you can create sales return orders. A sales return order automatically issues the related sales credit memo and other return-related documents, such as a replacement sales order, if needed.

Create a Sales Credit Memo from a Posted Sales Invoice

Here are the steps to create a sales credit memo from a posted sales invoice:

1. On the Posted Sales Invoices page, click Create Corrective CR/Adj.

2. Click the Apply Entries action.
3. On the Apply Customer Entries page, select the line with the posted sales document that you want to apply the sales credit memo to, and then choose the Applies-to ID action.
4. In the Amount to Apply field, enter the amount that you want to apply if it’s smaller than the original amount.
5. Click the OK button.

6. Click the Post and Send action.