Skip to main content



No record found.

Supply Chain Management forum

Return to the non-invoiced sales order in Dynamics 365

(2) ShareShare
Posted on by

During the return order creation - under the 'Find sales order' option - iI can see only the sales order that are invoiced.

The business need is to create return that reffers not to the invoice buy the packing slip;

Is it possible to change the view in the 'Fins sales order' form to see the non-invoiced sales orders?

Is there any other way to create a return order that reffers to the non-invoiced sales order?

MS docs are not consistent in this matter - once said it refers only to the invoiced SO, once that is a set up issue.

  • Return to the non-invoiced sales order in Dynamics 365
    Thank you Andreas. The thing is that customer want to invoice SO with periodic invoice events - ince a week/month, but during the period of time - reuturns still can be done (and refer to non-invoice sales orders). I found a way to match the open sales order with the return by the Lot ID/Return lot Id. but need to check if I can merge it in one process. 
  • Return to the non-invoiced sales order in Dynamics 365
    I think you can not refer to a packing slip to create Return order in Standard - and I would recommend to customize the query "Find sales order".
    What are you doing when you find a Sales order with a packing slip, but not invoiced? You can create a Return Order, but the packing skip is still open to be invoiced.
    On the other hand you could also only "correct" the SO packing slip.
    I would suggest to invoice to customer and run through the standard RMA procedure, create credite note and send both to the customer.
    Hope this helps.
    Herzliche Grüße / kind regards,
    Andreas Raithel
    D365FO Solution Architect

Helpful resources

Quick Links

New Blog Features Released!

Check out the new community blog features for viewers and authors…

Setting Up Knowledge Sources for Copilot…

Look at how configuring a comprehensive knowledge base is crucial…

Demystifying Copilot with Georg Glantschnig…

Industry experts answer burning questions directly from our amazing Community…


Tina Haerr Profile Picture

Tina Haerr 430

SaverioT Profile Picture

SaverioT 317

Anas Amer Profile Picture

Anas Amer 10


Featured topics

Product updates

Dynamics 365 release plans