Personalized Community is here!
Quickly customize your community to find the content you seek.
Now Available in Community - New TechTalk Videos for 2021
2022 Release Wave 1 PlanDynamics 365 release plan for the 2022 release wave 1 describes all new features releasing from April 2022 through September 2022.
2022 release wave 1 plan
The FastTrack program is designed to help you accelerate your Dynamics 365 deployment with confidence.
FastTrack Community | FastTrack Program | Finance and Operations TechTalks | Customer Engagement TechTalks | Upcoming TechTalks | All TechTalks
When a return order is created in d365 we have the option to create a replacement order after the item has arrived to the warehouse.
In this process, I noticed that the customer is refunded for the return order and then charged for the replacement order.
Is there any way to not refund the customer but instead put the credit of the return order towards the replacement order.
thanks in advance!
Are you using "apply credit" "advanced exchange" or "advance credit' settings on return order header when creating a replacement order in Retail returns processing in HQ?
use "apply credit" flag on return order header and the application will systematically apply a default payment method (defined in call center parameters) to both the return and exchange. This payment method should be configured as a customer type payment method. This will allow for no payment to be required from the customer on the replacement. When the return order is invoiced, the credit note voucher can then be settled (manually) against the replacement order invoice. This allows the process to flow with no payments posted.
Business Applications communities