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Dynamics 365 Community / Forums / Supply chain | Supply Chain Management, Commerce / Not charging the custo...
Supply chain | Supply Chain Management, Commerce
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Not charging the customer for a replacement order (Return Orders)

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Posted on by williams 5

Hi,

When a return order is created in d365 we have the option to create a replacement order after the item has arrived to the warehouse.

In this process, I noticed that the customer is refunded for the return order and then charged for the replacement order. 

Is there any way to not refund the customer but instead put the credit of the return order towards the replacement order.

thanks in advance!

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  • hhainesms Profile Picture
    hhainesms on at
    RE: Not charging the customer for a replacement order (Return Orders)

    use "apply credit" flag on return order header and the application will systematically apply a default payment method (defined in call center parameters) to both the return and exchange.  This payment method should be configured as a customer type payment method.  This will allow for no payment to be required from the customer on the replacement.   When the return order is invoiced, the credit note voucher can then be settled (manually) against the replacement order invoice.  This allows the process to flow with no payments posted.

  • ToddB Profile Picture
    ToddB on at
    RE: Not charging the customer for a replacement order (Return Orders)

    Hi Williams,

    Are you using "apply credit" "advanced exchange" or "advance credit' settings on return order header when creating a replacement order in Retail returns processing in HQ?


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