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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Sales staff allowed to...
Small and medium business | Business Central, N...
Suggested Answer

Sales staff allowed to create credit memo

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Posted on by evenshepard 135

Does anyone have any insights on allowing sales staff to create sales credit memos when one of their customers requests a refund or  a merchandise credit?

Categories:
Dynamics 365 Business Central
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  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    Hello,

    I would recommend the Sales Staff might create the Sales Return Order or Sales Credit Memo but Accounting process and Post the document. You could use Approval Workflow to authorize the Return/Credit from Accounting or Manager as an alternative.

    Thanks,

    Steve

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