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Omni Channel Credit Note

Posted on by 155

our client wanted the credit memos to be attached to customer account, to be used in omni channel.

Therefore we suggested “Pay to customer account” tender type as a mode of payment for Issue and Redeem credit notes.

Below is the process we were testing, and we noticed the customer balance was not same across terminals.

  • When cashiers perform a return transaction, they must use “Pay to customer account” and close the transaction.
  • That will show as a negative balance against the customer account.
  • And when customer wanted to use their credit balance, cashier must use “Pay to customer account” as a tender type and close the transaction on a new purchase.
  • If this would have worked perfectly, our client was planning to inform their customers to utilize these balances in all other channels, boutiques, call centre and online.

 The challenges we faced were;

  1. The customer balance was not correct across terminals.
  2. While redeeming the balance, if the customer purchases any item, which the price is more than his/hers balance, MPOS was not adjusting and asking for other payment modes, (similar behaviour when used during Gift Card & Credit Memo) instead it post a positive credit balance against the customer. Which is not accepted in retail business.
  3. The customer balance in D365 operations will get update after Day end statement posting, which is not suitable for an omni channel, real-time functionality.

Is anyone here had any such requirements?

if so how you were able to provide such solution to the clients?

Thanks in Advance!

  • Shafeeque Mohammed Profile Picture
    Shafeeque Mohammed 6,145 Super User on at
    RE: Omni Channel Credit Note

    [quote user="ShafrazKhalik"]

    Hi Shafeeque,

    Thanks for the reply

    a small clarification on the above, since the credit memo's created real-time in D365 FO, do we still have to achieve this customization through RetailtransactionService?

    [/quote]

    So far, there is no option to tag a credit note against an AR customer. The workaround suggested is to make sure that the users cannot a credit sale is more than the amount we owe to the customer. You will need a customization. 

  • Shafraz Khalik Profile Picture
    Shafraz Khalik 155 on at
    RE: Omni Channel Credit Note

    Hi Shafeeque,

    Thanks for the reply

    a small clarification on the above, since the credit memo's created real-time in D365 FO, do we still have to achieve this customization through RetailtransactionService?

  • Verified answer
    Shafeeque Mohammed Profile Picture
    Shafeeque Mohammed 6,145 Super User on at
    RE: Omni Channel Credit Note

    A work aroud I can suggest is to update the credit limt of the customer in real time when the credit note is issued. During redemption, if the user tries to tender an amount that is greater than the credit note value, the system would stop the cashier. When the credit note is used, update the credit limit back to 0.01. This is not a straight fit and may require minor customization in the RetailtransactionService class. 

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