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Suggested answer

Unable to create customer order with on account payment method.

Posted on by 104

Hi All,

I'm unable to create (Shipping/Pick up) Customer Order with payment method On account transaction.

getting this message-

You can only apply a payment to a customer account when an order is being picked up. You can't apply a payment when creating or editing an order or quotation.

Anyone knows what configuration needed to create order with On account transaction or any workaround for this?

Customer did 100% payment while creating order.

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  • Suggested answer
    SHOXF Profile Picture
    SHOXF 490 on at
    RE: Unable to create customer order with on account payment method.

    I suggest you to take order with 0 amount and also perform customer deposit operation before or after the the sales order transaction. There is a separate option available for customer deposit.

  • chbryon Profile Picture
    chbryon 15 on at
    RE: Unable to create customer order with on account payment method.

    Is there a pattern for this in retail today? Specifically, our retail org wants to be able to take deposits (prepayments), and apply them as a form of payment to a customer order. In our case, we require customers to prepay customer orders in full before we will source the goods.

    Outside of using Credit Vouchers (which do not have any direct linkage to a customer account, and are thus very difficult to manage and keep track of for this use case), we have not been able to figure out a way to essentially use funds on the customer's account.

    Is there a designed-for pattern that covers this scenario?

  • EeWee Profile Picture
    EeWee on at
    RE: Unable to create customer order with on account payment method.

    Hi Hitesh,

    This is actually designed as intended - 
    A customer account payment is not a payment – it’s a promise to pay. You cannot apply payment when creating or editing an order or quotation.
    When taking deposit payments for a customer order, these payments must be postable as prepayment (i.e cash, check, charge, gift cards, etc..) something that we can create a payment voucher for and track.

    We do not do that with customer account as it’s not an actual payment.

    Hope this helps and thank you for using Microsoft Dynamics 365 Communities,

    EeWee Heng
    Escalation Engineer / Microsoft Dynamics 365 Commerce

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