{"id":2206,"date":"2021-07-27T08:20:00","date_gmt":"2021-07-27T08:20:00","guid":{"rendered":"https:\/\/cssi.com\/gp\/?p=2206"},"modified":"2022-11-03T14:49:06","modified_gmt":"2022-11-03T14:49:06","slug":"sales-return-from-posted-invoice","status":"publish","type":"post","link":"https:\/\/cssi.com\/gp\/2021\/07\/27\/sales-return-from-posted-invoice\/","title":{"rendered":"Create Sales Return from Posted Invoice"},"content":{"rendered":"\n<p>Did you know that you can automatically create a sales return order for a previously invoiced sales transaction in Dynamics GP? This process will automatically pull in all the items and costs from the original posted sales invoice, eliminating the need to manually key in all the data &#8211; it&#8217;s a great tip for improving your sales order processing and sales return process.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Here&#8217;s how to create a sales return from a posted invoice in GP<\/h2>\n\n\n\n<p>1) Open the Sales Transaction Entry window (Sales &gt; Transactions &gt; Sales Transaction Entry)<\/p>\n\n\n\n<p>2) Select Return for the Type<\/p>\n\n\n\n<p>3) Click on Additional &gt; Create Return<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"462\" height=\"321\" data-src=\"https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2021\/06\/1.jpg?lossy=2&strip=1&webp=1\" alt=\"create return - GP\" class=\"wp-image-2199 lazyload\" data-srcset=\"https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2021\/06\/1.jpg?lossy=2&strip=1&webp=1 462w, https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2021\/06\/1-300x208.png?lossy=2&strip=1&webp=1 300w, https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2021\/06\/1-360x250.png?lossy=2&strip=1&webp=1 360w, https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2021\/06\/1-115x80.png?lossy=2&strip=1&webp=1 115w, https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2021\/06\/1-120x83.png?lossy=2&strip=1&webp=1 120w\" data-sizes=\"auto\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 462px; --smush-placeholder-aspect-ratio: 462\/321;\" data-original-sizes=\"(max-width: 462px) 100vw, 462px\" \/><\/figure>\n\n\n\n<p>4) Select a Type ID, Customer ID and the original Sales Document (Invoice)<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"352\" height=\"307\" data-src=\"https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2021\/06\/2.jpg?lossy=2&strip=1&webp=1\" alt=\"select type id\" class=\"wp-image-2200 lazyload\" data-srcset=\"https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2021\/06\/2.jpg?lossy=2&strip=1&webp=1 352w, https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2021\/06\/2-300x262.png?lossy=2&strip=1&webp=1 300w, https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2021\/06\/2-92x80.png?lossy=2&strip=1&webp=1 92w, https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2021\/06\/2-120x105.png?lossy=2&strip=1&webp=1 120w\" data-sizes=\"auto\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 352px; --smush-placeholder-aspect-ratio: 352\/307;\" data-original-sizes=\"(max-width: 352px) 100vw, 352px\" \/><\/figure>\n\n\n\n<p>5) Once you select the Sales Document, the Sales Invoice Return Item Selection window opens where you can select the Item(s) to be returned.&nbsp; You can use the Mark All button to select all items.&nbsp; Click on Post.&nbsp; (This won\u2019t actually post to the modules yet \u2013 it\u2019s merely \u201cposting\u201d the selected items into the new Return transaction.)<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"610\" height=\"433\" data-src=\"https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2021\/06\/3.png?lossy=2&strip=1&webp=1\" alt=\"select items to be returned\" class=\"wp-image-2201 lazyload\" data-srcset=\"https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2021\/06\/3.png?lossy=2&strip=1&webp=1 610w, https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2021\/06\/3-300x213.png?lossy=2&strip=1&webp=1 300w, https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2021\/06\/3-113x80.png?lossy=2&strip=1&webp=1 113w, https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2021\/06\/3-120x85.png?lossy=2&strip=1&webp=1 120w, https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2021\/06\/3.png?size=512x363&lossy=2&strip=1&webp=1 512w\" data-sizes=\"auto\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 610px; --smush-placeholder-aspect-ratio: 610\/433;\" data-original-sizes=\"(max-width: 610px) 100vw, 610px\" \/><\/figure>\n\n\n\n<p>6) A window will pop up displaying the number of the new Return document.&nbsp; Click on OK.&nbsp;<\/p>\n\n\n\n<p>7) You will now see your new Return transaction.&nbsp; You may edit any fields as necessary.&nbsp;<\/p>\n\n\n\n<p>8) Post the transaction (or the Batch, if is was saved in a batch)<\/p>\n\n\n\n<p>9) This process will not automatically apply the return to the invoice, though.&nbsp; You\u2019ll still need to use the Apply Sales Documents window to do that.<\/p>\n\n\n\n<p>10) BUT, when you drill down to either document (the original invoice or the return) and click on the blue arrow to the right of Document No, you can see the two linked document numbers.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"541\" height=\"473\" data-src=\"https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2021\/06\/4.png?lossy=2&strip=1&webp=1\" alt=\"sales document detail inquiry\" class=\"wp-image-2202 lazyload\" data-srcset=\"https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2021\/06\/4.png?lossy=2&strip=1&webp=1 541w, https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2021\/06\/4-300x262.png?lossy=2&strip=1&webp=1 300w, https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2021\/06\/4-92x80.png?lossy=2&strip=1&webp=1 92w, https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2021\/06\/4-120x105.png?lossy=2&strip=1&webp=1 120w\" data-sizes=\"auto\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 541px; --smush-placeholder-aspect-ratio: 541\/473;\" data-original-sizes=\"(max-width: 541px) 100vw, 541px\" \/><\/figure>\n\n\n\n<p>Ready to create sales return from posted invoice in GP? We hope you found this tip useful. Need <a href=\"https:\/\/cssi.com\/gp\/service\/accounting-support\/\">Dynamics GP support<\/a>? The experienced GP consultants at CSSI are here to help. <a href=\"https:\/\/cssi.com\/gp\/contact\/\">Contact us<\/a> to get started.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Did you know that you can automatically create a sales return order for a previously invoiced sales transaction in Dynamics GP? This process will automatically pull in all the items and costs from the original posted sales invoice, eliminating the need to manually key in all the data &#8211; it&#8217;s.<\/p>\n","protected":false},"author":4,"featured_media":2402,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"content-type":"","footnotes":""},"categories":[8],"tags":[38,229,270,269],"class_list":["post-2206","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-blog","tag-dynamics-gp","tag-gp-tips","tag-posted-invoice","tag-sales-return"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Create Sales Return from Posted Invoice - CSSI<\/title>\n<meta name=\"description\" content=\"Here&#039;s how to create a sales return from a posted invoice in Dynamics GP. 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