Quick question,
I want to understand how refunds are created in NW. Is there a quick way of doing it from a sales order point of view. I know that when I create a sales return and on top of that create a sales credit, I should be able to view the refund created for that sales credit entry. Currently, I do not and therefore the question.
Thanks
@stefanus Are you expecting a refund has already been applied? Need a little more information perhaps.
However, an Invoiced Sales Credit can Create or View Refunds from the Sales Credits application in the header row actions.
Hey @Aaron.C . Yes, when I create a sales credit I would like it to create a refund automatically. Is that the case currently? I know about the Create Refund but didn’t seem to work the first time I tried to create it so I am curious.
There is no current Auto-Create of the Refund Payment when the credit is created. The full amount should be the default value when the Create Refund row action is utilized though. Since Refund Payments are currently only able to be applied to Invoiced Sales Credits you would need the Sales Credit to first automatically transition to Invoiced which is currently does not when being created from the Return.
Please consider submitting an enhancement request with support if this is something you might be need in your environment.
Hey Aaron,
Here’s what I am doing but with no success:
I Created a sales return and opened it
I Created a Receipt
I Transitioned it to Process Return. This will put the record in a Return Complete state
I then created a sales credit. This record will go to an Invoiced state
I then go and paid the Supplier invoice manually and posted it
I go back to the sales credit record and I did not see the Create Refund link. I did see the View Refunds link but that doesn’t make sense because there’s no refund to view.
Am I missing something?
The Create option visibility is controlled by 4 things.
You seeing the View Refund link makes me believe these are already true
4.The Sales Credit Order Total Due must not be zero
Functionally, a Refund Payment created from Sales Credits application, creates an adjustment record against the Customer Credit Memo generated from the Credit. If you are manually paying the balance of the Credit Memo back from the CCM record, it is likely reducing the Sales Credit total to 0. So you’d have to view your Refund adjustment from the row actions of Customer Credit Memo Application
As the refund was not generated from Sales Credits, it does not show in the View Refunds link from Sales Credits.
I’m not sure how the Credit Memo was paid out though as refund adjustments for Sales Backed CCM are supposed to only be created from the Sales Credit
@Aaron.C , yes correct. The sales credit order total due is zero after the process I outlined above.
Why does NW not write to the CustomerPaymentRefundCrossReference table after the adjustments are written? Is there a reason why that table is not populated. What is the difference between the adjustments and refund tables?
The credit memo will only be created when the sales credit record moves to an invoiced state. That is also when the adjustments record is written.
@Aaron.C , so how would I be able to create a refund if the credit memo has already been written in the process of creating a sales credit? Do you suggest that I write to that cross reference table so that we can view the refund?
We’ve reached a point where this is a bit outside my expertise. The way you are handling the feature seems customized. @paul.villanueva if you can lend a hand here.
NW wouldn’t write to CustomerPaymentRefundCrossReference when the Adjustment is posted to Credit Memos because it is a different module. Adjustments from the Customer Credit Memo do not make distinction between Sales Backed or Not Sales backed.
If you are bypassing the validation that Sales Backed Credit Memos must make their Adjustments, aka Refunds, from the Sales document but still want to view it from the Sales Refunds applications then the answer to the 2nd question IMO is yes, you would need to additionally insert a record to CustomerPaymentRefundCrossReference at the time your Refund Adjustment is inserted.
Caveat is I don’t know if the order of operations will result in additional unexpected results.
Depending on how your process is working. My best suggestion would be to instead of automatically creating an Adjustment record. Prepare your record to use logic block ProcessRefundCustomerPayment which would allow you to both post to Sales Refunds and apply the Refund to the Customer Credit Memo in the intended order
