what is the best way to handle a line item on a s...
# general
o
what is the best way to handle a line item on a sales order that was paid for but never shipped and the customer no longer wants it?
s
Take the money and run
😆 1
o
they want thier money back
j
you can create a credit memo off the invoice for whatever line item it is.
r
Add custom logic/code 1. custom fields on sales order: Enable refundprocess, refunds transaction no#, error while creating refund 2. client script: on save function , context== edit create refund for the lines marked as enable refund process field = true&& refund tran number == blank && error = =blank Any error while creating refund, store it error If required addmore layers of filters like provide user to check check box only when fulfilled qty is zero and billed qty non zero. and no refund tran number Assumption: someone from business will check enable refund process check wheneverthey wants refund
Hopefully this work
n
In addition to refunding the customer, be sure to close the SO by either: Edit > Actions > Close for the entire transaction or individual lines by using the Closed column.
r
Include in the code @Nick point as welll. So that no manual intervention