Customer Refund

Finance and Operations/AX User Forum
1

Hello,

What is the best practice to issue a check or cash payment back to a customer if they have a credit in their account.

Much thanks

2

Most of the time I just issue a credit to the customer and they will short pay the next time. If they insist on a cheque, I setup a vendor card for that customer. I used one of the user defined fields on the vendor card to cross reference the customer number it is referring to. Havn’t invested time to make a report, but at least the data is there.

3

  1. Click > > .

  2. On the tab, in the field, enter a minimum amount for reimbursement of customer overpayments.

  3. Click > > .

  4. To reimburse specific customer accounts, click and specify the customer accounts in the query. To reimburse all customer accounts, click OK.

  5. The credit amounts are transferred to the vendor accounts of the customers and are processed as normal payments.

    If a customer does not have a vendor account, the program automatically creates a one-time vendor account for the customer.

  6. To view the reimbursement transactions that were created, open the form ( > > > ).