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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Customer Reimbursement...
Finance | Project Operations, Human Resources, ...
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Customer Reimbursement - Single transaction

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Posted on by Community member 6
We have a requirement that when processing a customer refund, we do not want to process all overpayments for a customer, but only refund certain overpayments.  For example, the amount will stay as a credit on the account and not be paid back for 60 days.
 
I was hoping I could specify the payment voucher number in the filter but I could not find a way to join and filter on that information. How can I set up the filter to only include specific transactions when processing a customer reimbirsement?
 
Thank you.
 
 
  • Verified answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,642 Super User 2024 Season 2 on at
    Customer Reimbursement - Single transaction
    Hi Rick,
     
    The standard reimbursement can only make a proposal for the full balance to be refunded. In case you want to make a selection, you can create a vendor for the same customer, post some customer transactions to the vendor. This can be done in a general journal with one line to credit the customer and debit the vendor you can then settle the transactions individually. After posting the journal, you can generate a vendor payment proposal with only the amount you want to pay back.
  • Community member Profile Picture
    Community member 6 on at
    Customer Reimbursement - Single transaction
    To generate the reimbursement, I am going to Accounts receivable > Periodic tasks > Reimbursement. Below is a screenshot of the filter window. I need to be able to select a single transaction for the system to process a reimbursement. 
     
     
    You can get to the same window by going to the all-customer form, selecting a customer, and choosing the reimburse customer from the Collect tab.
     
  • Suggested answer
    Kevin Xia Profile Picture
    Kevin Xia Microsoft Employee on at
    Customer Reimbursement - Single transaction
    Hi,
    Can you provide the corresponding page navigation below? I can go to the corresponding test environment and experiment with it for you to find any possible solution.
    You can refer to this official documentation: Filtering options - Finance & Operations | Dynamics 365 | Microsoft Learn. This article explains the filtering options that are available. Or you can refer to this official document: Advanced filtering and query syntax - Finance & Operations | Dynamics 365 | Microsoft Learn. This article describes the filtering and query options that are available when you use the Advanced filter/sort dialog or the matches operator in the Filter pane or grid column header filters.
    Best regards, 
    Kevin

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