For refund requests, Autoinvoice automatically places the on-account amount of a refund request if
____________ and ____________.
A.
the receipt to be refunded has NOT yet been remitted
B.
receipts with different payment types were used to pay the same transaction to be credited
C.
installments that existed on the transaction were fully paid
D.
the receipt does NOT have on account credit memo against it
Explanation:
D: You can only use automated receipt handling for credits with approved credit memos.
Note:
During AutoInvoice import, the process flow for automated receipt handling for credits is as follows:
• AutoInvoice verifies that the transaction source assigned to the credit memo has automated
receipt handling enabled.
• AutoInvoice evaluates each credit memo and its associated transaction to determine
eligibility for automatic receipt handling. To be eligible:
• The transaction type of the paid transaction must be set to allow natural application only.
• The transaction must not be in doubt.
• If eligible, then AutoInvoice unapplies the paid transaction from the receipt to be credited.
• AutoInvoice creates the credit memo in the amount of the requested credit, and applies the
credit to the transaction.
• If your policy is to automatically refund your customers, then AutoInvoice evaluates the
receipt for refund eligibility. To be eligible, the receipt must not be in doubt.
• If eligible for refund, AutoInvoice creates the refund for all credit request amounts that are
greater than or equal to the value entered in the Minimum Refund Amount system option.
AutoInvoice places on account any credit amount that is less than the specified minimum.
• AutoInvoice applies the appropriate receivable activity to the receipt, as determined by the
transaction source.Automated Receipt Handling for Credits: How It Works