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Microsoft Dynamics RMS (Archived)

Global Accounts and Store Credit, Does Not Work

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Dear friends,

Why is credit in Store 1 able to be applied to a payment and close the balance at Store 2?   When a payment is made at Store 1 and if credit was given on a return in Store 2, Store 1 is not able to use that credit amount from Store 2 to pay off the amount owed from an invoice in Store 1.  This doesn't make any sense.

The cashier can see there is a "Total Credit" of, say, $100, but cannot "apply local credit".  Shouldn't a Global Customer be a true Global Customer?  Is there a configuration setting missing here?

Regards,

Jack

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  • RE: Global Accounts and Store Credit, Does Not Work

    This question was answered by MS support.  Essentially I was told that On Account credits are only for local stores.  In addition, the local credits do not merge with customer record's account balance.  Essentially the customer now has 2 accounts to work with.  Yet more problems arise when the merchant tries to only use a portion of the local credit at a time.  Apparently you cannot do so if you wish to combine it with an actual payment amount by check, for example.

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