The process for overriding shipping/handling refund amounts on cancellation orders is the same as the process for overriding shipping/handling charges on regular orders. The steps are listed below.
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Note that a user must override the shipping/handling details before shipping the order. |
- Open the Cancellation Order that is refunding shipping/handling charges, if not already opened.
- Click the information icon to the right of the Shipping or Handling field in the Order's Summary area. This opens the Shipping/Handling Details dialog as shown in
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- figure below.
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- Double-click the shipment whose refund amounts you want to override in the Shipping/Handling Details dialog. This opens the shipment's corresponding Order Shipments record.
- Edit the refund amounts in the Shipping Charge and Handling Charge fields as necessary. Refund amounts should be negative (that is, enclosed in parentheses).
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- Click OK to save your changes and return to the Shipping/Handling Details dialog. The new shipping amounts you specified are automatically applied to the order. If you reopen the Order Shipments record, the Override Shipping Calc and/or Override Handling Calc box is checked (depending on which fields you modified).
- Click OK to close the Shipping/Handling Details dialog and return to the order.
- Note that if your organization has configured a Minimum Refund Amount and the current refund is less than that value, Aptify will display a message box when attempt to save the refund payment. Depending on the configuration of the Minimum Refund options, you may be able to proceed with the current refund amount or you may need to modify the amount before proceeding. See "Payments Entity Attributes" on page 272 for more information on setting up a Minimum Refund Amount.