Maintain Order Credits

Use this screen to search and display completed exchanges, returns and credit adjustments on completed orders that have resulted in an accounts receivable credit. Enter your search criteria in the provided fields and click Search. The results populate in the grid. In order to complete the refund, double-click a row in the grid to open the Process Receivables tab of Enter a Customer Payment/Refund/Gift Certificate then follow the appropriate steps to complete the refund.

Enter the start date of your order search or click the calendar icon to select the start date from a calendar. Date cannot be in the future.

Enter the end date of your order search or click the calendar icon to select the start date from a calendar. Date cannot be in the future.

Use the drop-down menu to choose a single location or click the Actions button to choose multiple locations. If multiple locations are selected, an ellipsis ("...") displays in the Location field. Leaving this field blank selects all locations.

Check the box to limit results to original orders that included credit card payments.

Click the Search button to execute your search.

Search results populate in this read-only grid. Double-click a row in the grid to open the Process Receivables tab of Enter a Customer Payment/Refund/Gift Certificate, where the customer code and reference fields are automatically populated. From there, you can process the refund by choosing a method in the Issue Refund By section. Upon completion, you are returned to the Maintain Order Credits screen where your search results are repopulated based on the current search criteria.

Order - The order number.

Location - The location from which the order originated.

Customer - The customer code.

Customer Name - Name of the customer.

Credit Amount - The amount of credit for the customer.