[SererraMike]

I have a certain set of credit memos, issued by customer service, that I want to automatically process a refund for. Because certain accounts have to be set correctly I would prefer to automate the process, and not have CSRs having to make decisions which could mix up the GL. I’d like to automatically do this via workflow, but when I choose transaction set the subtype to credit memo, I don’t have a transform action available to me. I assume, because I don’t see the option, that there is no way to do this via workflow. Is this correct? Is there another angle to take here that I am missing?

If not available via workflow, can this transformation happen via scripting? I would have to get additional resources involved, but it would be good to know if it is possible to do via that method.

Thanks,

Mike
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[ktarog]

Hi Mike, you are correct that this type of transformation is not yet possible via workflow. Also as per checking on Supported Transformation Types, credit memo to customer refund is not yet supported.

The only option currently is to create a customer refund record via script and apply the said credit memo.

We do have a sample script you can refer to, kindly check on SuiteAnswer article “Sample Script to Apply a Customer Refund to CreditMemo”.

(URL: https://netsuite.custhelp.com/app/an…ail/a_id/35369)

Hope this helps.

[brian@trendnation.com]

Is there a way to get the payment method originally used and the account id from the original Cash Sale? We want to make sure refund hits the same accounts.

Refund > Credit Memo > Return Auth > Sales Order / Cash Sale

We need to work backwards something like the above to find original payment method and account to fill in the script.

Any suggestions?

[wwinters]

I would make this a scheduled script that runs a search for credit memos that need to be processed, either with a custom checkbox field or parameters. Then take that list of credit memos and loop them through the script referencing the payment method and account from each credit memo’s related transaction.

Best,

Wes

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