Costpoint Online Help

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Request for Refund Now

This is the recommended process for handling a Refund Now disposition type with an original sales order.

This process is for a customer return that had an original sales order and has a disposition of Refund Now. This means that you will refund the customer prior to receiving the originally sold item because you either do not want the item returned or the item can be returned after the refund takes place.

To request for an immediate refund:

  1. Go to the Manage Customer Returns screen.
  2. In the Orig SO field, enter the sales order ID , and click the Autoload button to create returns for the SO. You can also enter the invoice number to autoload the record.
  3. In the Email Address field of the Customer Contact Info tab, enter the customer's email address to send an email notification to the customer.
  4. In the Employee field of the RMA Header tab, enter your employee ID. Make sure to verify the RMA expiration date.
  5. In the Return Qty field, enter the quantity.
  6. In the Return Reason field, enter the reason for returning the material.
  7. In the Order/Payment Disposition Requested field, select Refund Now.
  8. Once this disposition is approved, select the Disposition Approved checkbox.
  9. If you want the material to be returned, Select the Material Return Required checkbox.
    If the checkbox is selected upon save, an RMA PO will be created for you to receive the materials. The RMA PO ID will be visible in the header section of the screen.
  10. If the item is to be returned to the warehouse, enter a warehouse ID with an RMA location.
  11. Select the Submit checkbox and click Save.
    An email will be sent to the customer email address, if indicated in the settings.
  12. Go to the Manage Invoices screen.
  13. Create and process a negative invoice on the original sales order for the amount that will be refunded to the customer.
  14. If you selected to have the item returned to you in Step 9, then go to the Manage Purchase Order Receipts screen and receive the purchase order line for this material into an RMA location.
  15. Create journal entries in Accounting to adjust the cost of sales.