Return an Item from a Posted Purchase Order

1. Open the service call that contains the purchased item.

2. Select the inventory item you want to return.

3. Click Return to Inventory.

4. Enter the quantity to return. You cannot return more than the quantity that was originally ordered.

5. Save the transaction. The system creates a negative transaction that adds the item back into inventory.

6. Post the transaction to update inventory. Posting updates inventory because the item was removed from the service call and returned to stock.

7. Create a vendor credit memo in Business Central.

   • Open the vendor associated with the purchase.

   • Create a new Purchase Credit Memo.

   • Enter the vendor credit memo number.

   • Add the returned item and quantity.

   • Save and post the credit memo.

Important

• The return is not linked back to the original Parts on Order record or purchase order. The credit memo must be created manually.

• Posting the return transaction adds the item back to inventory.

• Posting the vendor credit memo reduces inventory and records the vendor credit.

• Nancy described this process as a "very complicated mess" because there is currently no purchase order return process that ties everything together automatically.

Result

After completing these steps:

• The item is returned to inventory.

• A vendor credit memo is recorded.