GaryR Red Ribbon

Yes!!! Annoying as @#$@#$!!!

Hello, While we received several notices advising users that Coastal ACH integration would be going away 3/31/2023, I do not remember seeing anything that said access to vendors ACH data in the vendor record would no longer be accessible after 3/31. We are setting up a temporary solution and are having a difficult time…

Thanks again. I'll need to do this at the time the customer refund is created and before it is saved. Is that possible? Can you point me to an example script?

Thanks. We were able to figure out the problem with the P/N Ref. The only remaining problem is retrieving a field from the (only) Credit Memo from which a customer refund was created. I assume it's just a matter of identifying the record number of the Credit Memo when the refund is created, then using that to pull the…

On a somewhat related matter, we are trying to figure out how to port the P/N Ref. (pnrefnum) from a sales order to a cash sale created from that sales order. This used to happen by design. However, because there is no payment processing profile currently in place for Shop Pay, we had to come up with some workarounds. In…

Thanks again. I was going to use a workflow to make a change to the record based on the contents of a field that I thought would come through from the Credit Memo used to generate the refund. I suppose, as you mentioned, I could use a script to get the contents of that field. It's just a matter of figuring out how.

Sorry - I meant customer refund page. Either way, we get the same result, i.e., some fields do not carry forward from the credit memo.

Hello, Thank you for your response. When this initially happened, we did not have the feature "Bill costs to Customers" turned on, so the "billable" box was not even visible. In troubleshooting the problem, I turned that feature on. I found out that when I select a customer, then uncheck the "Billable" box, it works.…

We use a third party integrator - FarApp. Works great.

Thanks. Will give it a another try as that's basically what I did, but got stuck on the last step for some reason.

Hi, Would you mind sharing some of the details on how exactly you transformed the cash sale to a refund? Our intent is to refund $x for the cash sales identified by the saved search. We would pull the amount from a custom field that we would populate on the cash sale transaction. Thanks