I did not get any response in General so trying ag...
# administrationt
toltmanns
03/23/2021, 11:17 PMI did not get any response in General so trying again here: We're using intercompany entities and have come to a need to provide AP staff with access to create Customer Refunds, albeit only for intercompany customers. Doesn't look like there is a specific permission for this and that we'll need to give them full access to all refunds and then script or workflow something to prevent non-intercompany refunds. Anyone have an alternate solution?
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Eric Shouler
03/24/2021, 2:38 AMAre these restricted by any identifying, class, department or location? You can run a permissions block, or approval based on only customers meeting that criteria I believe.
Eric Shouler
03/24/2021, 2:44 AMOr, what might work a bit better, is if you were to create a custom check box field on the Sales Order that denotes a refund is needed. Following the creation of the checkbox and placing it on the sales order, you can create a workflow that will distribute an email upon saving that can be sent to the higher up 's in the accounting department letting them know that they need to create a customer refund for that order.
There's also an ability to allow employees to ONLY create refunds*,* which is probably fine to use if you have approval routing turned on. This will keep them all in a non-posting pool that will only post and be approved once someone with proper permission has verified the refund is legitimate and accurate.
Eric Shouler
03/24/2021, 3:00 PM@toltmanns did this work?
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toltmanns
03/24/2021, 3:51 PMI think using the approval process will keep them in check, I just didn't want AP to have full blown ability to create refunds. Majority of our refundable transactions are retail customers, but with ap managing intercompany transactions they need ability to create a refund for an ic entity.
toltmanns
03/24/2021, 3:52 PMBut then if we turn on approvals for refunds that may impact our POS refund integration, so we may need to accommodate that.
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Eric Shouler
03/24/2021, 4:57 PMThis sounds like you may have a bigger issue of not trusting your employees.
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