Resolve Error: “Cannot process determined Credit operation…” When Processing a Refund

Scenario

When entering a Customer Refund for a credit card from the following scenarios:

1. from a Credit Memo record and only the card details are entered but not the P/N Ref. number;
2. as a Standalone (e.g. from Transactions > Customers > Issue Customer Refund) where P/N Ref. is not provided; or
3. any situation where a refund is entered without a P/N Ref. number

The following error message is encountered:

“Cannot process determined Credit operation. Payment processing profile with ID XX does not have Credit operation enabled in supported payment operations.”

Solution

Prior to 2021.1, although Credit Operation is separate in the Payment Processing Profile, the Credit Operation itself in a transaction is not truly recognized in the Payment Event and still tagged as a Refund Operation. In 2021.1 Credit Operation is now its own process.

Under the Refund Method tab > Payment Events subtab, the Event column will now show Refund when a P/N Ref. is provided and Credit if no P/N Ref. is provided.

 

2 ways to resolve the issue:

Option 1:

 

1. Copy the P/N Ref. under the Payment Events subtab from the Cash Sale/Customer Deposit/Customer Payment you want to refund before saving the Customer Refund. This P/N Ref. from a payment made outside of NetSuite can also be used.
2. Paste this number in the P/N Ref. field under the Refund Method tab > Payments subtab when creating the refund
3. Click Save

Sample use case: when you want to ensure that all refunds are submitted only if there was a valid payment previously

 

Option 2: Enable Credit Request Type

Using Admin role:

A. Show Internals IDs:

1. Navigate to Home > Set Preferences
2. Under the General tab, Defaults section, enable Show Internal IDs
3. Click Save

B. Enable Credit Request Type

1. Navigate to Setup > Accounting > Payment Processing Profiles
2. Edit the Payment Processing Profile with the internal ID mentioned in the error message
3. Under Gateway Request Types, select Credit
4. Click Save

C. Create the Refund as Usual

– in the Refund Method tab > Payments subtab, the P/N Ref. field can be left blank

Sample use case: when you want to refund a customer’s credit card even if there was no prior credit card payment. Example is when the customer previously paid in cash but wants to be refunded through credit card

Note: if option 2 is used, you can still issue a refund for a customer who has a prior credit card payment but the P/N Ref. field is left blank. The Event will simply be tagged as Credit instead of Refund