An inventoried product order may need to be cancelled and
the customer may request a refund before the items receive a packing slip and
ships.
Note: Inventoried product orders
can ONLY be canceled after product is ordered; payment has been made, and
BEFORE a packing slip has been generated. If a packing slip has been
generated, then the item(s) must be returned.
To cancel and refund inventoried product order, from the
Order Entry screen, click Cancel an Item from the Work with Line Items
screen task category OR Cancel an Order from the Work with Orders task
category. Each will do the same functions just based upon either the Order or
Line items.
1. From the Scope
of the Refund section, click the radio button for Refund and Cancel.
2. Update the Reason
Code.
3. Update the Cancellation
Comments.
4. Update the Cancellation
Fee (if needed) & Refund Amount to be $0.
5. Click Process
to save any changes.
6.
The line status will update to Cancelled and the balance will be
$0.00.
7.
Notify finance of the credit on the order via email and submit the
refund to be processed.