Scenario - (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 Accounts Receivable (accountsreceivable@jmp.com) if the single license can be canceled/refunded
- If approved
- JMP StoreAdmin - process refund, notify when complete
- 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 - process the cancel in SalesForce
- John Jones, Candice Gervase or Alicia Riggs - amend as 'cancel" in Salesforce
- Accounts Receivable - process Credit Memo in NetSuite
- Original SalesForce order from Magento needs to be manually canceled
NOTE: Until Store 2.2, there is not hook-up between Magento and SalesForce for cancels/refunds. The cancel flow action does not auto-trigger anything. Manual process in NetSuite.
