web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Adjustment Fee handlin...
Small and medium business | Business Central, N...
Unanswered

Adjustment Fee handling on an open order

(0) ShareShare
ReportReport
Posted on by M bilal 96

Hi

Consider a scenario like I have got a sales order from one of my customers and the payment is received for that order.

The order is not yet shipped to the customer's address but it's ready for shipment [picked]. So now the customer wants to make changes or wants to refund his/her order. In this case, we will charge a customer an adjustment fee because of the cost incurred on wrapping, getting things ready, etc.

pastedimage1665385134540v1.png

The payment received was 139.98 and then we made two partial refunds with an adjustment fee. Finally, we are coming up with 20 as the remaining amount.

Any idea of how to cater this remaining amount difference appearing in customer ledger entries?

Thanks

bilal

Categories:
Dynamics 365 Business Central
I have the same question (0)
  • Pushparaj P Profile Picture
    Pushparaj P 205 on at

    Hi,

    So That $20 is More Like a Additional Income Through Fees. So You Can Create a Separate G/L Account Under Income And Set Off That $20 With This Account.

  • M bilal Profile Picture
    M bilal 96 on at

    but what could be the document type for that; we can't mention here the direct G/L account line in customer ledger entries.

    basically, we need to close that payment.

  • Pushparaj P Profile Picture
    Pushparaj P 205 on at

    There is No Need Of Document Type.

    On the Journal Line Choose Customer on the Account Type, Customer No On the Account NO And The Respective G\L Account on Balance Account no.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Meet the Microsoft Dynamics 365 Contact Center Champions

We are thrilled to have these Champions in our Community!

Congratulations to the April Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Small and medium business | Business Central, NAV, RMS

#1
OussamaSabbouh Profile Picture

OussamaSabbouh 2,036 Super User 2026 Season 1

#2
YUN ZHU Profile Picture

YUN ZHU 1,179 Super User 2026 Season 1

#3
AndrewThomas81 Profile Picture

AndrewThomas81 828

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans