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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Adjustment Fee handlin...
Small and medium business | Business Central, N...
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Adjustment Fee handling on an open order

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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.

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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
    RE: Adjustment Fee handling on an open order

    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
    RE: Adjustment Fee handling on an open order

    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
    RE: Adjustment Fee handling on an open order

    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.

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