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Return Order Management


The app Return Order Management supports the handling of returns, complaints, and related documents in Business Central.

Current Version:
  • 1.0.1.0 as of Business Central 22


Manual


Creation date: 2026/09/25
The current version of this manual can be found at:

https://www.navax.app/help.php?AppID=NVXROM&L=en


☰ Contents



General

  • Return Order Management
    The app Return Order Management supports the handling of returns, complaints, and related documents in Business Central. It helps you record, monitor, and complete return processes in a clear and traceable way...

Setup

  • Return Order Setup
    The page Return Order Setup contains various setup fields which define default values or influence the creation of the return order...

Tasks

  • Working with the App
    The app Return Order Management helps you register, monitor, and complete returns and complaint processes efficiently. The workflow connects customer information, return reasons, warehouse details, and documented processing steps in one consistent process...

Pages

  • Default Return Locations
    On this page you can set the default return locations for each country...
  • Item Lot No. List
    This page provides an overview of the batches including the associated expiration date...
  • Lot Blacklist
    Batches can be blacklisted on this page. Batches in this list are transferred directly to the Global Block Location when a inventory pick is booked...
  • Return Order Lines
    This page provides an overview of all Return Order Lines...

Page Extensions

  • Customer Card
    On the page Customer Card the following fields and actions were added...
  • Sales Return Order
    On the page Sales Return Order the following fields and actions were added...
  • Sales Return Order Subform
    On the page Sales Return Order Subform the following fields and actions were added...

Appendix

  • Release Notes

Docs  /  Solution  /  Return Order Management  /  General
 General

The app "Return Order Management" supports the handling of returns, complaints, and related documents in Business Central. It helps you record, monitor, and complete return processes in a clear and traceable way.

Docs  /  Solution  /  Return Order Management  /  Setup
 Return Order Setup

The page Return Order Setup contains various setup fields which define default values or influence the creation of the return order.

Fields
Send Email on Return ReceiptSpecifies if an email should be sent automatically when a sales return receipt is posted. If this is set to false, the email dialog will open instead.
Date Formula for Expiration DateSpecifies the date formula used when calculating the expiration date if an item is returned.
Global Block LocationSpecifies the global block location
Item Journal Template for Blocked ItemsSpecifies the item journal template used for transfering the blocked items.
Item Journal Batch Name for Blocked ItemsSpecifies the item journal batch name used for transfering the blocked items.

Docs  /  Solution  /  Return Order Management  /  Tasks
 Working with the App

The app "Return Order Management" helps you register, monitor, and complete returns and complaint processes efficiently. The workflow connects customer information, return reasons, warehouse details, and documented processing steps in one consistent process.

1. Set up the app

Before you start, define the relevant settings for returns, warehouse locations, and default values according to your organization. This ensures that return entries are recorded consistently and can be processed reliably.

2. Create a return order

Create a return or complaint order for the relevant customer and source document. After that, you can enter the affected lines and assign the appropriate return reason.

3. Enter and review lines

Add the returned items and review the quantity, unit, location, description, and return value. This helps you quickly validate the details and avoid errors during data entry.

4. Manage the return

Track the status of the return, including reservations, quantities already received, and quantities still open. This gives you a clear overview of the ongoing complaint process and its current progress.

5. Complete processing

Once the return has been checked and processed, you can complete the workflow with the relevant documents and postings. This makes the return process transparent, traceable, and fully documented.

Docs  /  Solution  /  Return Order Management  /  Pages
 Default Return Locations

On this page you can set the default return locations for each country.

Fields
Country/RegionSpecifies the value of the country/region field.
LocationSpecifies the value of the location field.

Docs  /  Solution  /  Return Order Management  /  Pages
 Item Lot No. List

This page provides an overview of the batches including the associated expiration date.

Fields
CodeSpecifies a location code for the warehouse or distribution center where your items are handled and stored before being sold.
Expiration DateSpecifies expiration date for the specified lot.

Docs  /  Solution  /  Return Order Management  /  Pages
 Lot Blacklist

Batches can be blacklisted on this page. Batches in this list are transferred directly to the Global Block Location when a inventory pick is booked.

Fields
Item No.Specifies the item no.
Lot No.Specifies the lot no.
CommentSpecifies the comment.

Docs  /  Solution  /  Return Order Management  /  Pages
 Return Order Lines

This page provides an overview of all Return Order Lines.

Fields
"Sell-to Customer No."Shows the customer number to whom the return is directed.
"Document No."Displays the number of the document that the return line belongs to.
"Line No."Indicates the position of the line in the document so each entry can be identified clearly.
"No."Shows the item or document number for the return line.
DescriptionDescribes the item or content of the return line.
"Return Reason Code"Specifies the reason for the return and helps classify the item complaint.
"Location Code"Shows the warehouse location where the returned item is stored or processed.
QuantityDisplays the quantity of the item recorded on the return line.
"Unit of Measure"Shows the unit used to measure the quantity of the return item.
"Unit Price"Displays the sales price per unit, including VAT where applicable.
AmountShows the total amount for the line based on quantity and unit price.
"Return Qty. Received"Shows the quantity of the return that has already been received or posted.
"Return Qty. Rcd. Not Invd."Displays the quantity received but not yet invoiced for the return.
"Return Qty. to Receive"Shows the quantity still to be received for the current return.
"Return Rcd. Not Invd."Displays the amount of the return that has been received but not yet invoiced.
"Reserved Quantity"Shows the quantity reserved for the return or for subsequent processing.

Actions

  • View Document

    Open the card for the selected record.

Docs  /  Solution  /  Return Order Management  /  Page Extensions
 Customer Card

On the page Customer Card the following fields and actions were added.

Fields
Return Order Shipping AgentSpecifies the return order shippping agent.

Docs  /  Solution  /  Return Order Management  /  Page Extensions
 Sales Return Order

On the page Sales Return Order the following fields and actions were added.

Actions

  • Send Sales Return Order Email.

    Send a sales return order by email. The attachment is sent as a pdf.

  • Attach CFT Files

    Attaches related CFT files to the document.

Docs  /  Solution  /  Return Order Management  /  Page Extensions
 Sales Return Order Subform

On the page Sales Return Order Subform the following fields and actions were added.

Fields
Lot No. on BlacklistSpecifies value of the field "Lot No. on Blacklist".

Docs  /  Solution  /  Return Order Management  /  Appendix
 Release Notes

Would you like to know what has changed in the extension?
Below you'll find an overview of the new features and changes made in the updates. Build-Overview in DevOps

NVXROM 1.0.1.0

as of Business Central 22
2026/09/17

  • Initial Version

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