Create Customer Return

Create a new customer return to record goods being sent back by a customer. Returns can be created manually or generated from a confirmed delivery using the New from Delivery action, which copies returnable lines. All returns start in Draft status.

Accessing the Page

From the Customer Returns list, click New Return, or navigate directly to /commerce/sales/customer-returns/new.

To create a return from a confirmed delivery, open the delivery’s detail page and click Create Return in the action bar.

Form Overview

Section	Description
Document Header	Customer, dates, return reason, addresses, and reference fields
Line Items	Editable table of items being returned

A footer bar contains the Create Return and Cancel buttons.

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Document Header Fields

Field	Required	Type	Description	Default	Validation
Customer	Yes	Entity select	Business partner returning goods	—	Must select a customer; partner on hold blocks submission
Date	Yes	Date	Document date	Today	—
Currency	Yes	Select	Document currency	Company default	—
Payment Terms	Yes	Entity select	Payment terms	Customer default	—
Price List	Yes	Entity select	Price list applied to the document	Customer default	—
Contact	No	Entity select	Customer contact person	Customer primary contact	—
Billing Address	No	Entity select	Billing address	Customer default	—
Shipping Address	No	Entity select	Shipping address	Customer default	—
Sales Person	No	User select	Sales person	—	—
Return Reason	No	Textarea	Explanation of why goods are being returned	—	—
Reference	No	Text	External reference number	—	—
Remarks	No	Textarea	Additional remarks	—	—
Disc %	No	Number	Document-level discount percentage	0	0–100

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Line Items

Column	Required	Description	Validation
Item	Yes	Item code	Must select an item
Description	No	Line description	—
Warehouse	Yes	Destination warehouse for returned goods	Must select a warehouse
Qty	Yes	Quantity being returned	Must be greater than 0
Unit Price	Yes	Price per unit (credit value)	—
Disc %	No	Line discount percentage	0–100
Tax Category	Yes	Tax category	Must select a tax category
Tax Amount	—	Computed tax	Read-only
Price After Disc.	—	Unit price after discount	Read-only
Line Total	—	Computed total	Read-only

When creating from a delivery, quantities are pre-populated from the delivery lines and capped at the originally delivered quantity.

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Validation Rules

Rule	Behavior
Customer required	Submission blocked until a customer is selected
Payment Terms required	Submission blocked until payment terms are selected
Price List required	Submission blocked until a price list is selected
At least one line	Submission blocked if no line items exist
Quantity positive	Each line must have a quantity greater than 0
Warehouse required per line	Each line must have a warehouse selected
Tax category required per line	Each line must have a tax category selected
Partner on hold	Submission blocked if the selected customer is on hold

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Post-save Behavior

After the return is created:

• The return is saved with status Draft.
• You are redirected to the Customer Return Detail page.
• A success notification confirms creation.

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Common tasks

1. Click New Return from the Customer Returns list.
2. Select the Customer and add a Return Reason.
3. Add line items.
4. Click Create Return to save the draft.

Permissions & system behavior

• Creating returns requires Write permission on the Customer Returns module.
• When creating from a delivery, only lines that have not been fully returned are shown.

Related Pages

• Customer Returns — List all customer returns
• Customer Return Detail — View and confirm a return
• Edit Customer Return — Edit a draft return
• Deliveries — Source deliveries for returns