how to know to which receipt a refund is applied

[former_member333938]

Dear experts:

I would like to know how I identify to which receipt a refund has been applied and the number of that return.

Does anyone know how to do this?

Thanks!

Jose.

[gunther_sandtner2 · Accepted solution]

Dear José,

Firstly, how to find out IF a refund (we usually call it a return in Customer Checkout) has been applied to a receipt. You can conclude that from the receipt status in the receipt search:

A receipt which has returned items can have status Returned (if the entire receipt was returned) or Partially returned (if only some item lines or a partial quantity was returned).

If you hit the Display button to drill into the receipt details you get even more information:

In the list of sales items there is a column Cancellation status with a traffic light. A red light indicates the entire quantity was returned. A yellow light indicates a partial quantity was returned.

With the mouseover you can see even the returned (cancelled) quantity.

Secondly, in order to find out WHICH receipt was created for the return we need to check on database level in SQuirreL. In the SALESITEM table there is a field REFERENCESALESITEM_OBJECTKEY:

For return items there is an entry that points to the original sales item. So you can use this ID to query the SALESITEM table OBEJCTKEY field to find the original sales item.

And this works of course the other way around, i.e. if you have an OBJECTKEY of a sales item that got returned you can use this ID in a query on the REFERENCESALESITEM_OBJECTKEY field to find the return item.

Best regards,

Gunther