In these scenarios, call center logic references the currency of the return order and then uses the Retail payment method value for that currency to create a refund payment line on the return sales order. The Call center refund methods page also enables organizations to select if a system-generated refund check should be sent to the customer. This page enables organizations to define, by order currency, how refunds are issued to customers for orders that were originally paid for by using the normal or check payment type. Normal (cash) or Check – When a return order that is created references an original order that was paid for by using the normal (cash) or check payment type, the call center application references configurations on the Call center refund methods page. Here is how this process works for the following original payment methods: The call center uses the payment method of the original order to determine the payment method that should be applied to a return order.
How a call center determines which payment method to apply to a return order If the return order that is created isn't linked to an original order, a default payment method that is taken from a system parameter is applied. Additionally, when it's correctly configured, it systematically creates a refund payment line against the returned order.Ĭall center logic determines the payment method for the refund payment line, based on the payment method that was used for the original order. The Complete function provides a calculated return summary that outlines the refund amount that is due. If the Enable order completion option is set to Yes for the call center channel, the call center user who creates the RMA must run the order completion processing flow by selecting Complete on the Return order page. This linked returned order is used to track the posting of the returned inventory and any credit notes or payment refunds that are posted. The RMA defines the products that the customer wants to return or exchange, and it creates a linked return sales order that has an order type of Returned order.
#Callcenter process install
The setup process is done quickly, with the only requirement to install the mobile counterpart.This article explains how payment refunds are generated through call centers when returns are created, or when orders or order lines are canceled.Ī user who creates a return order for a customer as a call center user in Microsoft Dynamics 365 Commerce headquarters uses the Return order page to create the initial return materials authorization (RMA). Taking everything into consideration, we can say that CallCenter provides an easy to use solution to get in touch with various mobile devices. These are stored in a small list to which you can add more or remove existing ones. The settings menu can easily be accessed any time you want to adjust options or even add another device. What's more, text conversations become easier with the possibility to use the computer for phone functions.
You can easily search for contacts to call with the help of a dedicated field. Once the connection is established, phone contacts are imported into the main window. You can set custom keys for dialing clipboard content, accept incoming calls or terminate one. In addition, a few hotkeys can be customized from the same window for extra comfort. Both you computer and device need to be connected to the Internet to make this possible, with the IP address required from your phone. Right from the start, the settings menu is brought up so you can configure connections and be ready to make phone calls. However, in order to fully be able to take advantage of its features, a key component, Remote Phone Call needs to be installed on your mobile device. The application gets deployed on your computer in no time. A computer can also be included in the list of tools that enhance communication or make it possible, with dedicated tools like CallCenter that enable you to issue phone calls from the comfort of your desktop. With mobile phones being able to connect to the Internet via wireless networks, communication possibilities are almost limitless.