Examples: returning to multiple sales orders

Two scenarios for returning to multiple sales orders from a return order are described in this topic.

They use the following payment setup:
  • CASH refunds to new CASH, unless greater than $200 in which case CASH refunds to CHECK
  • DEBIT_CARD refunds to new CASH
  • CREDIT_CARD refunds to itself

Example 1: returning to multiple sales order for the same payment methods

In this example, the return order returns the same payment methods that were used on the sales orders back to the sales orders. The return order returns the following amounts to the sales orders:
  • $250 returned to Sales Order 1 (sales order is for $250)
  • $300 returned to Sales Order 2 (sales order is for $300)
The same payment method, CREDIT_CARD_1, was used on both sales orders. The payment method is represented once in the return order but returns to each sales order.
Table 1. Returning to multiple sales orders for the same payment methods
Payment Method Amount Pending Refund Refunded Linked Return Payment Method
Sales Order 1
CREDIT_CARD_1 150      
DEBIT_CARD_1 100      
Sales Order 2
CREDIT_CARD_1 150      
DEBIT_CARD_2 150      
Return Order
CREDIT_CARD_1   300 (150 + 150)   CREDIT_CARD_1, CREDIT_CARD_1
DEBIT_CARD_1   0   DEBIT_CARD_1
DEBIT_CARD_2   0   DEBIT_CARD_2
CHECK   250 (100 + 150)   DEBIT_CARD_1, DEBIT_CARD_2

Example 2: returning to multiple sales orders for the CREDIT_cARD_1 payment method

In this example, a return order returns the following amounts to two sales orders:
  • $125 to Sales Order 1 (sales order is for $250)
  • $200 to Sales Order 2 (sales order is for $300)

The CREDIT_CARD_1 payment method was used on both sales orders; CREDIT_CARD_1 is represented once on the return order but returns to each sales order. All payment methods from the sales orders are on the return order. Refund sequence is used to determine that the DEBIT_CARDs are to be refunded first.

Table 2. Returning to multiple sales orders
Payment Method Amount Used Pending Refund Refunded Linked Return Payment Method
Sales Order 1
CREDIT_CARD_1 150      
DEBIT_CARD_1 100      
Sales Order 2
CREDIT_CARD_1 150      
DEBIT_CARD_2 150      
Return Order
CREDIT_CARD_1   75 (25 + 50)   CREDIT_CARD_1, CREDIT_CARD_1
DEBIT_CARD_1   0   DEBIT_CARD_1
DEBIT_CARD_2   0   DEBIT_CARD_2
CHECK   250 (100 +150)   DEBIT_CARD_1, DEBIT_CARD_2

In this example, the customer decides he does not want his refund in the form of a check but would rather have his refund on his credit card and as cash.

When returning back to the sales orders for CREDIT_CARD_1, the following conditions apply:
  • The CREDIT_CARD payment method on the return order cannot refund back to a sales order for more than the amount that is available for refund. In this example, the amount available for refund on Sales Order 1 is $125 and on Sales Order 2 is $200.
  • The CREDIT_CARD payment method cannot refund an amount more than the maximum refund allowed on the credit card. In this example, the maximum refund allowed on the credit card is $275.

Thus, up to $125 can be returned to Sales Order 1 and up to $200 can be returned to Sales Order 2; however, the $275 maximum refund limit on the credit card prevents more than $150 being returned to Sales Order 2.

After all linked payment methods are mapped, the original amounts are used to determine how to map the CASH. A new payment method CASH is added, which is not linked either sales order.

Table 3. Returning to multiple sales orders for the CREDIT_CARD_1 payment method
Payment Method Amount Used Pending Refund Refunded Linked Return Payment Method
Sales Order 1
CREDIT_CARD_1 150   125  
DEBIT_CARD_1 100      
Sales Order 2
CREDIT_CARD_1 150   150  
DEBIT_CARD_2 150   50  
Return Order
CREDIT_CARD_1   275 (125 + 150) 275 CREDIT_CARD_1, CREDIT_CARD_1
DEBIT_CARD_1   0   DEBIT_CARD_1
DEBIT_CARD_2   0   DEBIT_CARD_2
CHECK   0   DEBIT_CARD_1, DEBIT_CARD_2
CASH   50 50 DEBIT_CARD_2