DeAnna Jordt Omnichannel Digital Product Lead - Global IT

DeAnna Jordt

Joined: 9/9/2019

  • Ability to offer customer appeasements (refunds/credits) for Freight or dollar amounts

    Mon, 24 May 2021 21:20:14 GMT – Dynamics 365 Finance – Needs Votes 

    Currently there is no way to offer a customer an appeasement (refund or credit) for a portion of an order which is already placed and paid for. We need a way to give our customer service, or operations teams the ability to be able to refund a dollar amount, at their discretion, when needed. This could be for freight on an order, or give them an appeasement for a customer service issue (flat dollar amount). We do not want to credit the entire order back and then rebill for a new order, this is not efficient. The appeasement amount can be charged back to a "services sku" or GL account if is is not directly associated to a tangible SKU. Examples: 1. Customer sales order is shipped and processed and we overcharged them for Freight by $10 - we would like to issue an appeasement of a flat $10 associated to that order back to their credit card directly for freight charge. 2. Customer should have received their member discount on products ordered and we would like to give them an appeasement of the amount they should have received off ($38.75) order total, so this could be attributed to an item/SKU or multiple items/SKUs. 3. Customer is unhappy with the product they purchased (wine/consumable) and our customer service team wants to grant them a one time appeasement for their disappointment in the amount of $20. We do not want the unused portion of wine returned. We need this process to be flexible but controlled by a role assignment.

  • Ability to create a Discount for Freight (full or partial) for Continuity Child Orders

    Mon, 24 May 2021 22:16:16 GMT – Dynamics 365 Commerce – Needs Votes 

    Currently we have a business need to discount freight down to zero for some continuity child orders when a customer reaches a certain threshold of purchases. We are using flat rate shipping (Auto Charges) for shipments and do not have ability to create a discount tie to affiliation to enable the freight charge to be null/zero for these customers. We also have certain Schedule ID's / Events which top customers are affiliated with which we never want to charge freight for and do not have a way to separate these schedule ID's/Events from being charged freight.