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I am pretty sure that this topic has been asked before, but I failed to find the right discussion.
Assume a customer buys a certain number of items, and the order is eligible for a cash discount. The customer receives the items in a timely manner and pays the invoice with a cash discount as the payment journal has been logged during the allowed period (ex: 2%D15 gives 2% of cash discount within 15 days from the invoice date).
My scenario includes a return of that order - assuming in full for now. We would like to pay back the customer the exact amount that they paid.
I was attempting to create a return order linked to the paid sales order. I use the "Find Sales Order" functionality in the return order form and receive the order properly. I would then go to invoice it and get the right amount. However, if I pay the payment journal after the 15 days from the invoice date, I will be refunding back more than what the customer paid.
The reason why I still am referring to the 15 days because when I use the "Find Sales Order" functionality the sales order header (of type return order) will inherit that cash discount and CANNOT be changed.
Any idea how we should work around this? We are trying to avoid changing amount at the payment journal to minimize manual work
You can use the grace period on the Methods of payment. This is a days setting. It will actually extend the period for taking cash discount on vendor payment proposals. Probably is it also working for refunding, but not sure.
Our financial consultant has suggested this for the client and it seems they were not satisfied with the outcome, or at least it may have failed in some customer-specific scenarios. In all cases, we now made sure that through the "Find sales order" process the cash discount code is inherited and the amount returned is controlled by that.
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