Outcomes - Return Orders & Transfer Orders

Checklist to validate return orders and transfer orders in Bevica Select. Post documents and verify inventory quantities, costs, and audit trail.

Use this checklist after the Return Orders & Transfer Orders training.

It helps you prove you can correct stock movements safely without breaking audit trail.

Before you start

You need:

• Access to Bevica Select (ideally a test company)
• Introduction to Business Central
• Inventory
• Purchase Order Processing
• Sales Order Processing
• Return Orders and Transfer Orders

Recommended:

• Work through this with a finance user.
• Capture evidence (posted return documents, ILE/VEs, and the G/L impact).

Completion criteria (what “done” looks like)

You’re done when:

• You can reverse stock postings via return orders.
• You can handle unit-of-measure edge cases (partial case returns).
• You can handle duty status correctly (where applicable).
• You can move stock between locations using transfer orders.

Sales return orders

Reverse posted sales shipments/invoices safely

Do

1. Create and post a sales return order using Get Posted Document Lines to Reverse.
2. Post a return using a return reason code set to Automatic Negative Adjustment.
3. Process both duty free and duty paid returns (if applicable).

   • The return must match the duty status of the original order.
4. Return using a different unit of measure (for example, single bottle).
5. Post returns:

   • without additional charges
   • with additional charges (if used)

Check

• You can review:

  • Posted Sales Return Receipt
  • Posted Sales Credit Memo
• You can explain what posted to:

  • Customer Ledger Entries
  • Item Ledger Entries and Value Entries
  • G/L Entries
  • VAT Entries

Useful reference: Working with Sales Return Orders.

Purchase return orders

Reverse posted purchase receipts/invoices safely

Do

1. Create and post a purchase return order using Get Posted Document Lines to Reverse.
2. Post a return using a return reason code.
3. Process both duty free and duty paid returns (if applicable).

   • The return must match the duty status of the original order.
4. Return using a different unit of measure (for example, single bottle).
5. Post returns:

   • without additional charges
   • with additional charges (if used)

Check

• You can review:

  • Posted Purchase Return Shipment
  • Posted Purchase Credit Memo
• You can explain what posted to:

  • Vendor Ledger Entries
  • Item Ledger Entries and Value Entries
  • G/L Entries
  • VAT Entries (if used)

Useful reference: Working with Purchase Return Orders.

Transfer orders

Move stock between locations (and duty status where allowed)

Do

1. Create and post a transfer order within the same duty status.
2. Create and post a transfer order across duty status (if applicable).
3. Post a transfer order with additional charges (if used).
4. Transfer a specific piece of stock using a manual reservation.

Check

• You can trace the posting impact using Find Entries from:

  • Posted Transfer Shipment
  • Posted Transfer Receipt

Useful references:

• Working with Transfer Orders
• Bevica Reservations
• Document Additional Charges