Hi .. I just need to check that I haven't missed something here and if anyone can offer the best practice on the following.
AX 2012, R2, CU6,
Project management and accounting (Currently, I don't use this module but there is a possibility that this area may be of use to me, so I may have missed something)
I have a project, project type is internal and I have worked out how most of the process flow works. Using the item requirements form, I can issued items to the project (create the delivery note) and issue to the project's WBS (work breakdown structure) / Activity number and at a specific cost. The subsequent project sales order has an invoiced status, the project remains 'in progress'
This is what I am missing:
What is the correct way to return an item that has been delivered to an internal project and to a specific WBS / Activity number so that the costs and item are returned back into stock correctly?
I need to return that specific issue from a specific activity number at that specific cost, basically a total reversal of the original, like a credit note.
I 'can' do this manually by adding a negative item quantity, selecting the activity number in question then assigning the lot ID / return lot ID through the item requirements form, then produce the delivery note. I am hoping that there is a better way to do this and less prone to user error.
Thanks in advance
Martin