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Appeasement given on an order does not settle off with a shipment invoice in Sterling MCF 8.x

Troubleshooting


Problem

Appeasement given on an order does not settle off with a shipment invoice in Sterling MCF 8.x

Symptom

Even though the system is setup to allow settling of credit and debit invoices, appeasement is not seen in the final invoice. That is, no separate credit memo is created.

Simulation steps:

  1. An order is created for a value of $10 and is to be paid for with a credit card (authorization against credit card for order total available)
  2. An order level appeasement is provided for say $10 which should be refunded to the customer (for say a bad online experience or any other reason). This will create a credit note.
  3. A shipment is shipped and the invoice is for a value of $5.
  4. It is noticed that the invoice does not get offset with the appeasement and instead, it is charged on the order.

Error Message

No error message. The shipment invoice created does not show appeasement settlements. The expected behavior is that a credit memo should be created separately to offset with the appeasement given.

Resolving The Problem

In MCF 8.x, a flag is provided in Financial Rules:

"Prioritize INVOICED Payment Status over REQUEST_CHARGE for Asynchronous Processing"

According to the DOM Configuration Guide, check this box if you want invoiced orders to remain in INVOICED status when asynchronous payment requests are made on the orders.

If the box is unchecked, orders move to REQUESTED_CHARGE status, which indicates there is a pending charge on the orders. By default, this option is enabled.

If this flag is checked, it would essentially mean that the all financial operations on the order are complete, that is, there are no memos expected to balance. On the other hand, if the order is kept in REQUESTED_CHARGE status, all the memos on the orders would be balanced and charged (and invoiced) all at once.

In Summary:
Checking this flag would create the credit memo along with the shipment invoice.

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Historical Number

NFX8440

Product Synonym

[<p><b>]Function Area[</b><p>];Order Appeasements;[<p><b>]Severity[</b><p>];Normal

Document Information

Modified date:
16 June 2018

UID

swg21555936