Microsoft Dynamics AX (Archived)

Call center Sales Order questions

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Posted on by Kaushik Ramakrishna

Hi Experts,

I had a couple of questions related to call center module in AX2012 R3 CU10:

1. Is it possible to submit a call center Sales Order without any payment?

2. Is it possible to reverse a credit card payment before invoice for a call center sales order?(Could be after order confirmation or before that).

Regards,

Kaushik

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Veronika Filonenko 1,261 on at

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I am exploring the same process. 1) from what i understood it is not possible. But it is kind of headius to enter that information everytime when it is allready set up on the customer. I hope there is a way around it.

2) What ISV are you using for credit cards? Is there something standard in AX now?

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Guy Terry 28,944 Moderator on at

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Hi Veronika,

I think I just answered another question, which describes that it is possible to turn off the order completion functionality.

For credit card payments, standard AX has a connector to this service, but I believe it can only be used in the US and Canada.

www.dynamicsonline.com/.../sellpage.aspx

I think this post explains how to set it up:

blogs.msdn.microsoft.com/.../ax-2012-r2-connecting-a-dynamics-online-payment-service-to-ax-accounts-receivable

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Veronika Filonenko 1,261 on at

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Guy, I saw your answer. Thanks for the info and some links.

My problem is that, i have a third party Credit card service who has build their logic around this function of order completion. So we need to use, it but not at all times. That is where my problem comes in.

Overall, trying to find some answeres, from the creators, on the logic behind this completing of the order. It makes sense for a credit card, as you actually can pay you full order before you complete it, but this is not logical for a regular order where you will receive a payment from the customer months later, so you can't really put check number as they have designed it at the creation of the order... Anyways.. don't think i turn on this logic.

Enable order completion

Select this check box to enable the following features for call center users in the Sales order form:

◦ The payment process – Multiple payment buttons in the Sales order form are enabled when the Enable order completion check box is selected.

◦ The Complete button – This button controls access to the Sales order summary form, where the user can enter payment and submit the order. If the Enable order completion check box is not selected, users can create and save orders, but cannot complete them.

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Kaushik Ramakrishna 2 on at

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We are using Standard Dynamics Online connectors.

Ya I could not get it to work either. Sales order invoice fails when I make a Customer on-account transaction. It looks like the call center works only when you have prepay functions.

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Mariya on at

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Hi Kaushik,

I use R3 CU9 and have no issues to submit an order with payment method On account and then invoice the order.

What do you mean by the 'invoice fails'. Do you receive any messages?

Regards,

Mariya

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Hossam Fathy 2,611 on at

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Hi Mariya,

you mean you have payment method named on Account.

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