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AX 2012 R3 Retail enabled
Hi there … I could do with some feedback on 'what happens next' with regards to Price match. The process appears to work but not 100% as expected … let me elaborate ..
Starting point is an invoiced sales order (where the sales parameters for safety level of invoiced orders allows is NOT locked). Edit the invoiced sales order, on the sales order line > Product and supply > Update line > Calculate > Price match >>>
This opens up the following >
Problem [1] .. If the sales order is to an 'sales ledger account customer' with credit terms .. Once I have entered the New price, selected a reason code then 'OK' … (leaving the 'Credit to account ticked'), This posts the difference (as calculated in the 'credit amount field') to the customer account and to offset account as defined in the journal against the call centre parameters > Order credits >
This works as I would expect, quiet nice really .. However, what I am missing is any audit trail or any identification that a price match as occurred on this sales order, nor do I get any documentation such as a revised invoice or a supplementary invoice for the credit ..
Am I missing some steps, or am I expecting too much here?
Problem [2] If the sales order is to the 'cash account' / cash customer' with all the payment terms, method of payment correctly indicating cash (as far as I know) .. When I click price match on the sales line (as above) the 'Credit type' (In the identification box), it remains as 'On-account'.. Plus, once I have entered the new price and un-ticked the 'Credit to account' then OK .. I was expecting this type of function as per technet:
Select the Credit to account check box to credit the customer's account. If this check box is cleared, you can issue the credit by using any other payment method that the call center supports
From <https://technet.microsoft.com/en-us/library/dn715953.aspx>
What happens in this scenario is identical to problem [1] .. It posts to the cash account and I don’t get any option to give money back by any other payment method, nor do I have any obvious audit trail, nor documentation to support this price match.
FYI, The call centre supports all types or payments, .. I am looking into finding why the 'Credit type' remains as 'On-account' as I suspect this may have something to do with why I don't get the option to use any other payment method the call centre supports.
Any help or advice that resolves this would be much appreciated ..
Kind regards
Martin
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