Sales Order refund without inventory return

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Sales Order refund without inventory return

Eva Bowman
Hello all,

I would like to know what is the best way to create a customer refund/credit from a Sales Order. This business scenario does NOT involve inventory return, only a partial refund. The refund is not associated to an order item/line. The refund needs to refund the same credit card used at the time of sale.

I have tried to use the Create Return button on the Sales Order screen. I've used the Manual Return Adjustment field to enter comments, quantity and type of return. I then accepted the return. The return was created, but I could not find an Invoice or a Payment refund record (based on the already authorized/settled credit card transaction). I noticed that Return Items had a total return = 0, but a refund amount. I've tried this in the ofbiz.demo instance.

This process works when the customer returns inventory.

Thanks,
Eva

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Re: Sales Order refund without inventory return

Jacopo Cappellato-4
Hi Eva,

what type of return are you using? Also remember to move on the status  
of the return header.

Regards,

Jacopo


On Aug 6, 2009, at 5:39 PM, Eva Bowman wrote:

>
> Hello all,
>
> I would like to know what is the best way to create a customer  
> refund/credit
> from a Sales Order. This business scenario does NOT involve inventory
> return, only a partial refund. The refund is not associated to an  
> order
> item/line. The refund needs to refund the same credit card used at  
> the time
> of sale.
>
> I have tried to use the Create Return button on the Sales Order  
> screen. I've
> used the Manual Return Adjustment field to enter comments, quantity  
> and type
> of return. I then accepted the return. The return was created, but I  
> could
> not find an Invoice or a Payment refund record (based on the already
> authorized/settled credit card transaction). I noticed that Return  
> Items had
> a total return = 0, but a refund amount. I've tried this in the  
> ofbiz.demo
> instance.
>
> This process works when the customer returns inventory.
>
> Thanks,
> Eva
>
>
> --
> View this message in context: http://www.nabble.com/Sales-Order-refund-without-inventory-return-tp24848977p24848977.html
> Sent from the OFBiz - User mailing list archive at Nabble.com.
>

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Re: Sales Order refund without inventory return

Eva Bowman
Jacopo,

I'm using return type Refund. I'm using the Return Adjustment field to enter description and dollar amount. I then Accept the return and no invoices are created (type: customer return). https://demo.ofbiz.org/ordermgr/control/returnMain?returnId=10000

When I return one item on the order PLUS the return adjustment amount, the invoice (type: customer return) is created with the correct amount (item price plus adjustment amount).

Any ideas? This looks like a bug to me.

Thanks,
Eva
Jacopo Cappellato-4 wrote
Hi Eva,

what type of return are you using? Also remember to move on the status  
of the return header.

Regards,

Jacopo


On Aug 6, 2009, at 5:39 PM, Eva Bowman wrote:

>
> Hello all,
>
> I would like to know what is the best way to create a customer  
> refund/credit
> from a Sales Order. This business scenario does NOT involve inventory
> return, only a partial refund. The refund is not associated to an  
> order
> item/line. The refund needs to refund the same credit card used at  
> the time
> of sale.
>
> I have tried to use the Create Return button on the Sales Order  
> screen. I've
> used the Manual Return Adjustment field to enter comments, quantity  
> and type
> of return. I then accepted the return. The return was created, but I  
> could
> not find an Invoice or a Payment refund record (based on the already
> authorized/settled credit card transaction). I noticed that Return  
> Items had
> a total return = 0, but a refund amount. I've tried this in the  
> ofbiz.demo
> instance.
>
> This process works when the customer returns inventory.
>
> Thanks,
> Eva
>
>
> --
> View this message in context: http://www.nabble.com/Sales-Order-refund-without-inventory-return-tp24848977p24848977.html
> Sent from the OFBiz - User mailing list archive at Nabble.com.
>