After testing, you may want to create a Purchase Return Order based on testing results. The Create Purchase Return Order action allows you to create a purchase return order from a Quality Inspection Test.

Complete the following to create a Purchase Return Order from a Test:

1. Navigate to Quality Inspection Tests in Business Central.
2. Select the required test and select Actions / Create Purchase Return Order (opens the Quality Inspector: Create Purchase Return Order report).
3. Define the return quantity:
   1. Entire lot/serial/package: use when wanting to return all items within the item tracking group
   2. Specific Quantity: use along with the Quantity to Handle value to define a specific quantity to return
   3. Sample Quantity: use when using sampling on the test.
   4. Passed Quantity (if sampling, all sampling measures must pass)
   5. Failed Quantity (if sampling, one or more sampling measurements must fail)
4. Select an optional return reason code.
5. Select optional source filters (used when the defined quantity spans across locations or bins and needs to be limited).
6. Provide an optional Vendor Credit Memo No.
7. Run the report to create a Purchase Return Order with a return line with the quantity specified.

Automate the creation of a Purchase Return Order from a Quality Inspection Test

To automate creation of a Purchase Return Order from a Quality Inspection Test, a workflow can also be used.

1. Navigate to the Workflows list in Business Central.
2. Select New Workflow from Template / New.
3. Input a code, description, and category.

4. Add a “When Event” trigger to the Workflow Steps List (e.g., A Quality Inspection Test is finished).
5. Select an event condition to further filter the triggering events (e.g., “Grade Code: FAIL”) (Optional).
6. Select the Create Purchase Return response.
7. Define the return quantity:
   • Entire lot/serial/package: use when wanting to return all items within the item tracking group
   • Specific Quantity: use along with the Quantity to Handle value to define a specific quantity to return
   • Sample Quantity: use when using sampling on the test.
   • Passed Quantity (if sampling, all sampling measures must pass)
   • Failed Quantity (if sampling, one or more sampling measurements must fail)
8. Enable the workflow (enabled option in the workflow header).
9. Trigger the “when event” to test the workflow and ensure the Purchase Return Order is created.