Using return reason code when returning sold items

If a customer wants to return items, it is necessary to create and post a sales return order. To ensure that the costs of goods are applied correctly in the sales return process, the field ‘Appl.-from Item Entry’ in the item tracking line of a sales return line needs to be filled with the ‘Entry No.’ of the item ledger entry of (for example) a sales shipment. A return reason can be used to identify the reason why items are returned by the customer. If you select a return reason code on a non-posted document like a sales return order, Microsoft Dynamics 365 Business Central copies the code to the item ledger entry when posting the document. You can use these codes for analysis purposes, for example to check how many defective items were returned by customers last year.

If you select a return reason code that is linked to a location code (for example a return or quarantine location), you would run into an error if an item tracking line exists for the sales return order line. You would have to delete the item tracking line and remember the lot number, the quantity and the ‘Appl.-from Item Entry’. Then you would need to select the return reason code again and create the item tracking line again. To simplify this process, the Sublot Management extension temporarily buffers and deletes the item tracking line when a user selects a return reason code on a sales return line. After the return reason code is entered, the item tracking line is created again with the buffered values.