The number of Item exchanges/replacements will raise during this Xmas period! This year, this number can beat a new all-time record with a lot of retail brands allowing an extended period for Returns and Exchanges.
If your business is supported in Dynamics NAV / Business Central, open your mind to challenge the way item exchanges/replacements business process is implemented.
Typical Flow for Item Exchange:
New Sales Return raised for Returned Item, Sales Return workflow approval, Sales Return Released, Sales Return Received, Sales Credit Memo raised and Posted.
New Sales Order raised for exchanged Item, Sales Order workflow approval, Sales Order Released, Sales Order Shipped, Sales Invoice raised and Posted.
Standard NAV / BC allow to link both original documents (Sales Return and Sales Order)
New Proposed Flow for Item Exchange:
New Sales Return with two lines: one line with positive quantity for the Returned Item and other line with negative quantity for the exchanged item. This unique document will allow to receive the returned item and to ship the exchanged item.
All the different configuration options related with Location will support this unique document (Simple Location, Location with Require Shipment and Require Receive and finally Location with Direct Pick and Put-Away).
All the Pricing & Discounting routines will work as expected.
This different approach turns the process very easy to handle and more important to have a unique document to support both transactions.
The complete overview of the standard functionality related with this topic is available here: https://docs.microsoft.com/en-us/dynamics365/business-central/sales-how-process-sales-returns-cancellations
Simple as this and No Code needed.
Same functionality is also applicable to Purchase Orders.
Try yourself.