Create a return

Goal

Create a new return with the required parties and lines.

Who it is for

clerk

Preconditions

• You are signed in to the correct tenant.
• You have permission for this action.

Steps

1. Open Returns → New.
2. Select the counterparty and document date/reference.
3. Add lines (items, quantities, prices/costs, tax as needed).
4. Review totals, then Save (and Post if your process posts immediately).

Result

A return exists in draft or posted state per your action.

Related

• work/operations/returns/list
• work/operations/returns/edit
• work/operations/returns/lifecycle