The Use Credit DataGrid is applicable only if the user clicks the Use/Refund Credit button on the Global Sales Refund screen.
The Available Credits DataGrid lists all Credits for the household you've selected for the current transaction. The DataGrid lists the Module for which the Credit may be used (i.e. AR for Activity, FR for Facility, etc… SA=All Modules), the Available Amount, and the Amount Used, if any.
Note Regarding the Module Column of this DataGrid: Fields on the Add Credit/Refund Apply - Restrictions group of the Global Sales Payment screen allow you to place restrictions on how household credits generated from a transaction can be used for future transactions. When a credit is created as a result of a transaction, either due to over payment or due to a Refund Apply situation, you can select a specific Module for which the Credit can be used. In the event a Module is selected, it will show up here. If no Module is selected, the system will assign "SA" to the Credit, thus allowing its use for any future purchase.
Depending on the type of transaction being performed, the buttons at the bottom of the screen will vary.
Use Selected Credit - If you wish to apply an existing credit toward the current item(s) in the Shopping Cart for this transaction, then highlight/select the Credit you wish to apply to the current transaction and click this button to return to the Global Sales Refund screen where you can complete the transaction. If you do not wish to use the full credit, then enter the amount of the credit you wish to use in the Amount field prior to clicking Use Selected Credit.
Refund Selected Credit(s) - If you wish to Refund an existing credit back to the current household, then highlight/select the Credit you wish to apply to the current transaction and click this button to return to the Global Sales Refund screen where you can complete the transaction. If you do not wish to refund the full credit, then enter the amount of the credit you wish to refund in the Amount field prior to clicking Refund Selected Credit(s).
Refund All Credits - If you wish to Refund all existing credits back to the current household, then highlight/select the Credit you wish to apply to the current transaction and click this button to return to the Global Sales Refund screen where you can complete the transaction.
Close - Click Close to return to the Global Sales Refund screen without selecting a Coupon Code.
UseCredit_Tab1
Available Credits (UseCredit_CreditDataGrid)
The Available Credits DataGrid lists all Credits for the household you've selected for the current transaction. The DataGrid lists the Module for which the Credit may be used (i.e. AR for Activity FR for Facility etc… SA=All Modules) the Available Amount and the Amount Used if any.
Note Regarding the Module Column of this DataGrid: Fields on the Add Credit/Refund Apply - Restrictions group of the Global Sales Payment screen allow you to place restrictions on how household credits generated from a transaction can be used for future transactions. When a credit is created as a result of a transaction either due to over payment or due to a Refund Apply situation you can select a specific Module for which the Credit can be used. In the event a Module is selected it will show up here. If no Module is selected the system will assign "SA" to the Credit thus allowing its use for any future purchase.
Amount (UseCredit_Amount)
Accept the value in this field or overwrite with an alternate value, if desired.
THEN
Click the button that best describes to how you wish to use the Credt. The amount which appears in this field represents the total credits selected from the item(s) in the Available Credits DataGrid above.
Depending on the type of transaction being performed, the buttons at the bottom of the screen will vary.
- Use Selected Credit - If you wish to apply an existing credit toward the current item(s) in the Shopping Cart for this transaction, then highlight/select the Credit you wish to apply to the current transaction and click this button to return to the Global Sales Refund screen where you can complete the transaction. If you do not wish to use the full credit then enter the amount of the credit you wish to use in this field prior to clicking Use Selected Credit.
- Refund Selected Credit(s) - If you wish to Refund an existing credit back to the current household then highlight/select the Credit you wish to apply to the current transaction and click this button to return to the Global Sales Refund screen where you can complete the transaction. If you do not wish to refund the full credit then enter the amount of the credit you wish to refund in this field prior to clicking Refund Selected Credit(s).
- Refund All Credits - If you wish to Refund all existing credits back to the current household then highlight/select the Credit you wish to apply to the current transaction and click this button to return to the Global Sales Refund screen where you can complete the transaction.
- Close - Click Close to return to the Global Sales Refund screen without selecting a Coupon Code.