How to Create a Defect from an Existing Order in BC

Step 1:  Open the original sales order (WO) in Business Central

Step 2: Actions -> Functions -> Other -> Create Defect Document -> (Do you want to create Defect Document?) Yes

Step 3: A new order will open. This is your Defect Replacement (DR). Edit the following fields: 

• Promised Delivery Date -> This is the date that we will tell the client the order is scheduled for. NOTE this date depends on when we receive the stock back from the customer. Enter a date 2 business days from when stock is expected to be received. This should be updated accordingly when stock arrives.
• Production Date -> This is the date that will appear on the production board. It should be 1 business day before the promise date

Step 4: Remove the items that aren't being replaced and ensure the quantities are correct. 

Step 5: Enter production notes (in 2 sections)

• Enter a Comment Line item
  • Under Description, enter your note.  The comment added here will appear for Production to see on their Veris display. 

• Enter the same note into the Notes section for other Business Central users to easily view

Step 6: Make sure the the order total is $0

• Under Invoice Discount %, change the 0 to 100:

  

Step 9: Review & Approve the order

• Click on Release
• Click on Release again

Step 10: Send the PO (If the PO is going to Alphabroder)

Releasing the order will generate a PO number under the Lines section under Special Order Purchase No.