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Dynamics 365 CommunityForums Supply chain | Supply Chain Management, Commerce Return Sales Order + R...

Supply chain | Supply Chain Management, Commerce

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Return Sales Order + Replacement ORder for less amount + refund for that difference

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Posted on by RK-27030739-0

hey All,

I need help to understand the refund process when I have a sales return order + replacement order but the client is either receiving a discount for the new one or select another item and we need to refund the difference. what is the set up and the actual process.

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Dynamics 365 Commerce

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Paolo Cecchelli 593 on at

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Hi,

having said that in my experience this process is completely manual, these would be the manual steps that I would do:

1) Create the return order for the customer with the good that is being returned;

2) Create the replacemnt order. On this replacement order select "Copy return order line" if you want to send the same item or do not flag it if you want to send a different replacement item;

3) In both cases on the replacement order you can then either modify the unit price lowering it, or apply a line-level discount so that you sell the good with a lower value/discount applied;

4) you will invoice the Return order;

To settle and refund the customer now you can choose either to:

5a) in the customer transactions settle the credit note with the invoice so that the customer has a balance (let's say -100+80=-20) that can be used for a discount on the payment for a future order

OR

5b) at the moment of posting the customer payment you will take these the invoice of the replacement order (let's say, 80) and the credit note of, let's say, 100) so that you will pay an amount of 20 to the customer.

Please let me know if something is not clear/does not add up

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