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Community site session details

Community site session details

Session Id : E78CcXCCXY4CbcyC48rC+o

Credit memo functionality on Dynamics 365 POS

Steps/Settings (please find the document with screenshots attached) 

  1. Set up Payment method with the Operation name ‘Pay credit memo’ and associate appropriate Posting accounts in it

Retail and commerce/Channels/Retail stores/All retail stores/select the store HOUSTON/Tab Set up/Payment methods/in our case it is called Voucher: 

  1. Issue Credit Memo

Go to MPOS/Show journal/select sale transaction/ Select Return transaction/Return/select Products/Return/select Reason for return/OK.

Go to Actions/Transaction options/Issue credit memo:

Credit memo will be issued and transaction will be posted.

  1. Now we can check if credit memo has been issued

Retail and commerce/Channels/Retail stores/Credit memos:

Credit memo is issued with the number 1.

  1. Apply Credit memo

Enter Sales Transaction in MPOS and then pay it using the Payment method ‘Voucher’ (which has an Operation name ‘Pay credit memo’):

Enter Credit memo number 1 (the number we see in step 3):

Click Check amount, we see Available amount:

Click the button on bottom ‘Tender Payment’:

  1. Now we can check if Credit memo has been applied

Retail and commerce/Channels/Retail stores/Credit memos:

You will notice that Applied check box is now marked, Applied amount and Applied date are filled in.

 

NOTE:

If you have Partial payment scenario, e.g. 1 credit memo $100. Buy items worth $40, how to use the balance amount $60?
The system issues a new credit memo for the remaining balance automatically. 

If credit memos are only partially redeemed, the system issues a new credit memo for the new balance. The new credit memo has a new number. A credit memo can be used only one time, and the system keeps a record of all the numbers that are used. The record can be viewed on the Credit memo table page. A customer can't redeem more than the value of the credit memo.

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