Proposal summary
This proposal describes the Customer Refund Creation for Credit Note with Netsuite.
Requirement
Nuheara implemented a workflow to create a Credit Note for RMA. After the credit Note creation, they need to generate a customer refund for that credit Note in real-time. The user will enter the account in the custom field “SHOPIFY GATEWAY” fieldid: custbody_shopify_gateway. Customer Refund needs to be created using the account from the custom field SHOPIFY GATEWAY.
Our Solution
Description of task
The requirement can be achieved by deploying one script in the credit Note. The script will trigger on the creation of the credit Note and create a customer refund using the account from SHOPIFY GATEWAY field(fieldid: custbody_shopify_gateway) situated under the custom subtab in credit note.
Field Mapping:
| Fields in Customer Refund | Mapping field |
| CUSTOM FORM | Default form |
| CUSTOMER | Credit Note.customer |
| ACCOUNT | Credit Note.SHOPIFY GATEWAY |
| A/R ACCOUNT | Automatically set |
| REFUND AMOUNT | Automatically calculated based on the total amount of credit note. |
| CURRENCY | Automatically set |
| EXCHANGE RATE | Automatically set |
| DATE | Creation date |
| POSTING PERIOD | Automatically set |
| MEMO | Credit Note. memo |
| SUBSIDIARY | Subsidiary of credit note |
| Apply subtab | The credit note will apply to customer refund. |
| REFUND METHOD | Cash |
Risk
- The script will create the customer Refund only if the account is selected in the SHOPIFY GATEWAY field. If the user does not enter the account in the SHOPIFY GATEWAY field, the script will not create the customer refund. We, therefore, propose to make this field mandatory in the credit Note.
- We assumed that the REFUND METHOD can be set as “Cash” in the customer refund.
Requirement
Nuheara implemented a workflow to create a Credit Note for RMA. After the credit Note creation, they need to generate a customer refund for that Credit Note in real-time. The customer refund needs to be created with the same account used in related customer deposits.
Our Solution
Description of task
The requirement can be achieved by deploying one script in the credit Note. The script will trigger on the creation of the Credit Note and create a customer refund using the account from the account field in the related customer deposit. The script will find the customer deposit through credit note > Return Authorisation > Tax Invoice > Sales Order > Customer deposit. And will create customer refund using the account from customer deposit
Field Mapping:
| Fields in Customer Refund | Mapping field |
| CUSTOM FORM | Default form |
| CUSTOMER | Credit Note. customer |
| ACCOUNT | Customer deposit.account |
| A/R ACCOUNT | Automatically set |
| REFUND AMOUNT | Automatically calculated based on the total amount of credit note. |
| CURRENCY | Automatically set |
| EXCHANGE RATE | Automatically set |
| DATE | Creation date |
| POSTING PERIOD | Automatically set |
| MEMO | Credit Note. memo |
| SUBSIDIARY | Subsidiary of credit note |
| Apply subtab | The credit note will apply to customer refund. |
| REFUND METHOD | Cash |
Risk
- We assumed that the REFUND METHOD can be set as “Cash” in the customer refund.
- If there is no related customer deposit, the script will not get the account so it will not create the customer refund.