365 Refund Question - Refund Check Processing not populating

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Posted on by KateG

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I have a customer that overpaid on an order. I am trying to reimburse my customer by doing a refund. I have followed the process and a was able to approve the refund but I get nothing to process. What I am missing?

I did the following:

Create a sales order for
Complete the order and pay with cash.
Generate a pick.
Split the pick line and cancel a portion (so short-pick the order).
Post the pack for what has been picked.
Post the invoice for the packing slip quantity.
Then go to the order line > Update line > Deliver remainder and cancel the short-pick order qty that was not delivered.
This will automatically create a “check” refund.
Go to Retail > Channels > Call centers > Refund check > Refund approval.
I approve the refund and don't see anything.