SMARTERCOMMERCE

Search And Learn About Unified Commerce And Our SmarterCommerce Solutions

Credit Order


A credit order is a mechanism afforded to customers to allow them to return items back to your company in exchange for a refund of their monies.  SmarterCommerce integrated with Avalara AvaTax can manage credit orders as well as sales orders.  There are two methods used when performing credit orders. One method involves associating the credit order back to an originating order (credit from history).  The second method involves processing a credit order without associating the originating order.  Both methods will be explained in this chapter. These examples will be demonstrated using the P4210 Order Entry application.

Processing a Credit Order with Originating Order Associated

Step 1

Begin credit order using sales order application configured for returns.


Step 2

From Sales Order Detail Revisions use the form exit to Credit Memo to search for the original sales lines the customer wishes to return.  Once found use the Credit Memo|Select Line row exit to select the lines for return.  Then press Close to be returned to the Sales Order Detail Revisions screen.  On this screen you will now see the items selected for return.  Notice the quantity and extended prices are negative indicating a refund.  Once all lines are selected for return press OK to be redirected to the Order Acceptance screen.

Step 3

The tax rate and tax amount will be return by Avalara AvaTax based on the UDC 00/AT setting.  Options calculate tax to be refunded based on Invoice Date of Original Sales Order, Promised Date of Original Sales Order, or Today's Date. If satisfied place order.  The credit order will be recorded for further processing.

Step 4

Continue to process the order through to Invoice Print (R42565).  

 

 

Processing a Credit Order without Originating Order Associated

Step 1

Begin credit order using sales order application configured for returns.

 

Step 2

Enter the quantity and item number to be returned. Notice the extended prices is negative indicating a refund.  Continue to add items to be returned to the credit order verifying tax related fields, to execute Avalara AvaTax Get Tax calculation, set the Tax Rate/Area field of the order lines equal to the value defined in ATTAXAREAC constant. A tax rate/area set to <blank> or any value other than value found in constant will bypass call to Avalara AvaTax Get Tax calculation. Once all line items the customer wishes to return are entered press OK to be redirected to the Order Acceptance screen.


Step 3

The tax rate and amount returned by Avalara AvaTax will be based on today’s date.  If satisfied place order.  The credit order will be recorded for further processing.


Step 4

Continue to process the order through to Invoice Print (R42565).