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Hi All,
On Retail POS, is on account payment option not available while creating orders? That is really inconvenient. Can somebody please confirm? This is going to be a big problem as our stores plan to take lot of orders on account !
Hi Rutvik, it always was like this in D365, strange a bit (agree) but standard :)
If you need to take 0 payment for customer order, you should set deposit to be 0, not saying 'customer will pay on account'
Hi
After shipment all, the payment can be done with on account use the POS operation customer account. It will go
I have another issue, it is asking payment method but no input screen given
"Pay the remaining balance later or provide a payment method now that will be used upon fulfillment of the order i"
Thank you
Hello Oriol Machin,
Thanks you for your answer!
Yes, we proposed that process, but out client doesn't agree with this new process.
On the other hand, when we create an Order, it discount from the Customer Credit (Ok), but when I try to pay the invoice in Customer Account, the POS DISCOUNT IT AGAIN.
I'll try to describe the process:
1- Customer Limit with validation: 20,000
2- Customer Order for 17,241.81 with the process you mention.
3- Create the invoice from F&O
4- Try to pay the invoice from the POS and it discount the ammount again, so I can't create an invoice paid in Customer Account in any way.
The error
Credit limit exceeded
Open balance: 17,241.81
Current order: 17,241.81
New balance: 34,483.62
Credit limit: 20,000.00
Credit excess: 14,483.62
BR
Hello @Oriol Machin
I have the same problem.
In previous versions this feature was enable. Can you please provide me If there's a way to can create a sales order paid in Customer Account.
Do you know when this feature changed?
The process of our client required this process: Create a Sales Order with Customer Account to validate Credits Limits and blocking according to customer's set-up.
The Parameter "Default deposit percentage" must be in 100% because is required to paid all the sales in the POS.
Cash and carry sales is not an option for our client.
From Call Center it is possible.
This is a blocking issue in our Commerce implementation.
Thanks you,
Regards
Guillermo
Hello @Oriol Machin
I have the same problem.
In previous versions this feature was enable. Can you please provide me If there's a way to can create a sales order paid in Customer Account.
Do you know when this feature changed?
The process of our client required this process: Create a Sales Order with Customer Account to validate Credits Limits and blocking according to customer's set-up.
The Parameter "Default deposit percentage" must be in 100% because is required to paid all the sales in the POS.
Cash and carry sales is not an option for our client.
From Call Center it is possible.
This is a blocking issue in our Commerce implementation.
Thanks you,
Regards
Guillermo
Hello Rutvik,
Yes, as the message states, On account payment can't be done during creation.
Please feel free to enter a suggestion on the ideas portal:
Ideas (dynamics.com)
Best Regards,
Oriol Machin
Support Engineer / Microsoft Dynamics 365 Commerce
North America Customer Services and Support
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