There are several situations that I need to be able to generate a refund transaction in the receivables module; 1) refund monies sitting in unapplied cash, 2) overpayment for an invoice , 3) generated based off final reconciliation of tasks within Project Ledger., generate billing milestone for customer refund
We are a current MT FSM customer that is not using the AP module, we use a 3rd party system.
My original thought was to generate an invoice so that it could be provided to AP as a source for issuing the check through the 3rd party system. I'm open to hearing any suggestions or your processes you are following to handle these situations.
Is anyone currently using Project Ledger & Receivables modules with defined processes for refunds?
Appreciate all responses and insight you are willing to share.
roseann.scully@sarahcannon.com
