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Return Reason Codes

Returning & Crediting Sales Orders
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A beginner video is for people with little or no experience with Business Central. It is explained thoroughly and is easy to understand. Beginner Videos with the tag "Commonly Used" describes the functionality that is used by most companies. Commonly Used

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Presenter: Christina Fausbøll, Product Manager

Return reason codes in Business Central let you document why a customer returned an item. You set them up under Return Reasons in the role center, where you can create as many codes as you need with a code and a description.

You can assign a default location code to each return reason. This sends returned items to a specific location automatically. For example, items returned for repair can always go back to your repair location.

You can also mark a return reason with Inventory Value Zero. This prevents the returned item from increasing your inventory value when it comes back.

Setting up return reason codes in Business Central

When customers return items, you can use return reason codes on the documents to indicate why an item was returned. This is useful, especially when an item is broken and needs repair or replacement.

To set up the codes, search for Return Reasons in the role center. This opens a list where you can create as many return reasons as you want. Add a new line, enter the code text, and give it a description.

Assigning a default location for returned items

Each return reason can have a default location code. This determines where the item must always be returned to. For a repair reason, for instance, you would want the item to go back to your repair location every time. The default location handles this automatically when the reason code is used.

Excluding returned items from inventory value

You can indicate that a returned item should not increase your inventory value when it comes back. You do this by marking the return reason with Inventory Value Zero. This keeps your inventory valuation accurate when an item is not meant to count toward stock value.

Using return reason codes on returns

Once your return reasons are set up, you can apply them on return documents. This gives you a consistent record of why items came back and lets the default location and inventory value settings do their work.

Q&A

What are return reason codes used for in Business Central?

Return reason codes let you document why a customer returned an item on the return document. This is useful when an item is broken and needs repair or replacement.

Where do you set up return reason codes?

Search for Return Reasons in the role center. This opens a list where you can add new lines and create as many return reasons as you need, each with a code and a description.

How do you send returned items to a specific location automatically?

Assign a default location code to the return reason. For example, set a repair reason to your repair location so returned items always go back there.

How do you stop a returned item from increasing inventory value?

Mark the return reason with Inventory Value Zero. The returned item will then not increase your inventory value when it comes back.

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