Workflow if an annual license customer accidentally places a subscription order onlineScenario - (see case 00053136)
An annual license customer (with a site ID) accidentally places an order online for an additional license (serial number)
- Software cannot have been activated
- Ask JMP AR if the single license can be canceled/refunded
- If approved
- Does not need to wait to unapply funds
- We do not un-apply the funds from the original order in NetSuite. Stripe will issue the refund and we will apply that to the credit memo in NetSuite – all netting zero.
- Once refund is processed by Storeadmin
- John Jones, Candice Gervase or Alicia Riggs - amend as 'cancel" in Salesforce
- AR - process Credit Memo in NetSuite
- there is no hook-up between Magento and SF for cancels/refunds until Store 2.2
- Original SF order from Magento needs to be manually canceled
- JMP Store - process refund, notify when complete
- Biz Ops - once complete, process the cancel in Salesforce
NOTE: As of 21SEP23, the cancel flow action does not auto-trigger anything. Manual process in NetSuite
StoreSubscription
