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Allow users the ability to print a Customer Refund check directly from AR

Allow users the ability to print a Customer Refund check directly from AR
  • Guest
  • Nov 3 2014
  • Future consideration
  • Attach files
  • Gabriel Michaud commented
    November 25, 2014 18:19

    We will be adding this functionality as part of a future version of Acumatica. In the meantime, we have created a customization to print refund checks that I can provide on request to customers that require it.

  • jenni arant commented
    April 22, 2015 20:11

    Gabriel.  I would love to get a copy of that customization.  A customer I am working with would really like this as an option.  THANKS.

  • Gabriel Michaud commented
    April 22, 2015 20:18

    Jenni, please reach out to me via e-mail, gmichaud at acumatica dot com.

  • Peter Troglia commented
    August 29, 2016 18:30

    Gabriel, please forward customization.  I have customers who also need to print AR customer refund checks.  Thank you!

  • Gabriel Michaud commented
    August 29, 2016 18:35

    Peter Troglia, please e-mail me at gmichaud at acumatica dot com.

  • Megan Perry commented
    December 07, 2017 17:22

    Does this customization still exist?  We are currently trying to create a reporting link between customer refunds and AP bills/checks.

  • Douglas Johnson commented
    December 08, 2017 13:33

    The customization project to print customer refund checks from AR for Acumatica 5.3 has been posted to GitHub. You can get it at https://github.com/Acumatica/PrintCustomerRefundPkg.

    August 2018 update: the customization has been tested with Acumatica 2017 R2 (17.213.0031) and 2018 R1 (18.110.0017)

  • Megan Perry commented
    December 12, 2017 15:57

    Thanks, Doug!  I will check it out.

  • Philip Robinson commented
    February 14, 2019 18:34

    The Customization Project works a advertised, thank you! However, can the provided check format be updated to include the Check Form with Remittance style available with 2018 R1 and R2 Construction Edition? My customer cannot use the provided form. 

  • Rebekah Helton commented
    June 05, 2019 23:26

    We have clients with a need for this as well. They are on 2018 R2, Any indication if the customization works with that version? Any updates on when this will be incorporated as a standard feature?

  • Cheryl O'Roark commented
    June 12, 2019 17:30

    Yes, please provide this feature soon for ease of processing.  Currently the process used is the long way around using both A/R & A/P to refund a customer by check.

  • Kevin Gartly commented
    June 26, 2019 23:08

    Why hasn't this been merged into the product yet?  Why leave it as a GitHub customization for so long? 

    It should be part of the core application in my opinion so we are not guessing if it is still compatible with latest builds and releases.

  • Kevin Gartly commented
    June 27, 2019 15:33

    One more feature request related to this customization would be to add the ability to assign the report to be used for printing refunds (similar to AP) as clients will sometimes use different check stock for different cash accounts and this customization seems to be hardcoded to use one report.

  • Steve Fendt commented
    September 05, 2019 15:56

    x2 - Customization seems to work but would rather see this as a stock feature in Acumatica. Any update/eta at this point?

  • Tanya Kratzer commented
    October 15, 2019 19:20

    This is a well used feature in Dynamics GP...I suggest adding this to Acumatica 2020 R1:
    https://www.erpsoftwareblog.com/2015/05/refunding-customers-automated-microsoft-dynamics-gp/ 

  • Freeman Helmuth commented
    16 Jan 22:00

    Yes please do this...

  • Dennis Easter commented
    03 Feb 13:08

    I respectfully request this functionality be made part of the core product.  I see it has been under consideration for over 5 years.

     

    Thanks,,

    Dennis