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Configure - Refund Flow

Support (Nova Module)
  • Updated

This article covers the following topics:

    DataFlow 3:  Returnly Refund to NetSuite Cash Refund/Credit Memo Add

    This flow will import the RMAs which are in “REFUNDED” status from Returnly to NetSuite and create the Cash Refund or Credit Memo against the existing RMA imported by the Returnly Integration App.

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    Setting integrator.io side of things –

    Steps to configure flow: –

    1. Login into integrator.io
    2. Click on Returnly-NetSuite Integration App
    3. Click on “Settings” and configure the following fields-

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    A) Account for NetSuite Cash Refunds

    Select the account which you want to set on the Cash Refunds. You have to select the value for this option only if you are creating a cash sale or cash sale and invoice both in NetSuite.

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    B) Location for NetSuite Cash Refunds

    Select the location which you want to set on the Cash Refunds. You have to select the value for this option only if you are creating a cash sale or cash sale and invoices both in NetSuite.

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    C) Location for NetSuite Credit Memos

    Select the location which you want to set on the Credit Memos. You have to select the value for this option only if you are creating an invoice or cash sale and invoice both in NetSuite

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    D)Returnly Refund Cutoff Start Date and Time (Time Zone: GMT)

    Before scheduling the “Returnly Refund to NetSuite Cash Refund/Credit Memo Add”, set the cut-off date. Make sure to set the date in GMT which you can do simply by converting your Returnly account time zone into GMT.

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    E) Returnly Refund ID(s) for NetSuite Cash Refund/Credit Memo

    With the help of this option, we can import up to 9-10 RMAs on demand into NetSuite and create the Cash Refund or Credit Memo against the existing RMA. You can directly copy the RMA number from Returnly and paste it in the empty space. Once the RMA number is pasted then just click on SAVE. The Returnly Integration App. will automatically import the RMA into NetSuite. You can import up to 10 RMAs also at a time by pasting all RMAs numbers together and separating them with comma (no space between RMA numbers).

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    Questions

    If you have any questions, please contact us through the support widget.

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