Return and Cancel Fee Processes

Note The standard return, RMA, and cancel flows support fees.

Return fees are turned on by default, but they can be disabled in the flows. In the flows you can also set defaults for amount or percent, fee amount, and reason code. You can also set defaults in the flow variables in flow builder. While these defaults are set in the flows, they can be modified when a flow is executed.

To allow return or cancel fees, you create one or more fee products, and then implement processes as described in this topic.

Return Order Fee Process

1. When creating a return order, specify one or more fees. The input for an item to return includes an optional list of fees to apply to that item. Each fee input includes these values:
   • Amount
   • Amount Type (specifies whether Amount is a value including tax, a value excluding tax, or a percentage of the returned item’s price and tax)
   • Description
   • ID of the return fee product associated with the fee
   • Reason (from the Reason for Return values for return order line items)
   Each return fee input generates a return order line item of type Fee representing that return fee. The Quantity Expected that you specify for the associated returned item is also assigned to the return fee.
   

   Note At this point, the return order line item representing the fee doesn’t have a corresponding order item. Returning the associated return order line item triggers creation of an order item for the fee.
2. When you return a return order line item, include a list of the return order line items representing the fees associated with the returned item. For each fee, you specify the quantity returned and the quantity to cancel, matching the values specified for the returned item. Including the fees creates these records in addition to a change order for the returned item:
   • An order item for each fee, with status Fulfilled
   • A change order combining the returned quantities of the fees
     

     Note The change order for the fees has a positive amount. The change order for the returned item has a negative amount.
   Returning a partial quantity of a return order line item fee has these effects.
   • When the fee amount is a fixed value, the charged amount is prorated based on the fraction of the expected quantity being returned. For example, if the fee amount is $10 and the expected quantity is 2, returning quantity 1 triggers a charge of $5.
   • The return order line item representing the fee becomes read-only, and a split return order line item is created for the remaining fee quantity. This behavior is the same as for partial returns of order items.
   • Split fee quantities aren’t connected to the order item’s return order line item quantities. You’re responsible for tracking them. If you don’t return some quantity of a fee, that portion of the fee isn’t charged.
3. Create a credit memo based on the change order for the returned item and an invoice based on the change order for the return fees.
4. When you ensure the refund, include both the credit memo and the invoice in the input.
   

   Note The amount of the fee invoice can’t exceed the amount to be refunded.

Simple Return or Cancel Fee Process

1. When previewing or submitting a simple return or cancel, specify one or more fees. Each item input includes an optional list of fees to apply to that item. Each fee input includes these values:
   • Amount
   • Amount Type (specifies whether Amount is a value including tax, a value excluding tax, or a percentage of the returned or canceled item’s price and tax)
   • Description
   • ID of the return fee product associated with the fee
   • Reason (from the Reason values for order product summary changes)
   For a simple return or cancel, the fee is applied to the returned or canceled item quantity. The fee doesn’t have a quantity.
2. Submitting the simple return or cancel creates a change order for the returned or canceled items and a change order for the fees. Create a credit memo based on the change order for the returned or canceled items and an invoice based on the change order for the fees.
   

   Note The change order for the returned or canceled items has a negative amount. The change order for the fees has a positive amount.
3. When you ensure the refund, include both the credit memo and the invoice in the input.
   

   Note The amount of the fee invoice can’t exceed the amount to be refunded.