Credit memo service
This service handles all functionality related to credit memos (vouchers/store credit). Creating them, validating and authorizing and getting information when paying with a credit memo.
Configurations
To be able to use a credit memo as payment each store has to have a credit memo payment type configured.
The centralized functionality for the credit memos in the site service profile also needs to be activated.
Main functionality
| Name | Description |
|---|---|
| AuthorizeCreditMemoPayment | Checks if a credit memo can be used for payment and gets information about the credit memo for the payment |
| Conclude transaction |
When the POS finishes a sale (after payment) various updates are done through the Site service including updating the credit memo information if a payment was done with a credit memo or if one was issued due to returns. See function UpdateCreditMemoStatusin the Transaction service to see what information is being updated. |
| GetCreditmemoBalance | Returns the balance of a given credit voucher. This function checks with the HO through the Site service and retrieves the balance amount. |
| HandleCreditVoucherValidationEnum | Handles results other than ValidationSuccess and displays the appropriate message if that applies |
| Issue credit memo | Creates a credit memo using the site service in the head office location |
| UpdateCreditMemo | Marks the credit voucher as used so that it cannot be used again |
| VoidCreditMemoPayment | Voids a credit memo payment |
| ValidateCreditMemo | Checks if a given credit voucher is valid, and returns the correct balance if needed |
| PayCreditMemoDialog | The payment dialog is in the Credit memo service itself. |
POS Operations
Several operations in the POS directly call the Credit memo service. Here below is a list of all the operations and which functions they call
| Name | Description |
|---|---|
| Credit memo balance | Calls function GetCreditMemoBalance |
| Pay credit memo | Calls function AuthorizeCreditMemoPayment |
| Void payment | Calls function VoidCreditMemoPayment if a credit memo tender line is selected |
Development pack
To find this service in the development pack go to DevPack\Source\POS\Services
