1. IT withdrawing or denying is temporary until we can get refunds correctly integrated into Business Central
2. Use the BC UI to withdraw or deny the application
a. Find the application on the application grid and open it's application toolbar
b. Select the withdraw or deny button
c. select to retain processing fee or not based on the helpdesk ticket; if staff member does not specify anything about the processing fee, you need to ask
d. For a deny, you need to select the deny reason from the dropdown list; select whatever the staff member says in the ticket. If they forgot to add that, you need to ask.
e. Leave a note like this: 'Per ABishop withdraw for not completing the proper fellowship program and retain processing fee.'
3. Select Withdraw or Deny button
4. This create the invoice related table entries and updates in
a. Invoice
b. InvoiceLineItem
c. Payment
d. Refund
e. RefundLineItem
f. Credit
5. You need to update any new rows that created with the withdraw or deny action with posted dates and statuses so that they don't get picked up by the Business Central integration and error.
6. Use Your first name initial and last name in all UpdatedBy
7. IMPORTANT: After this is complete update the Sharepoint spreadsheet with the refund information which is shared with Gwen so that she can actually process the refund and make the appropriate untries in Business Central (see Jenny for Sharepoint document)
a. Withdraws/Denies where $0 was paid and their is no $ to refund still need to be withdrawn or denied via the UI in BC, but do NOT need to go on the spreadsheet for Gwen.
b. Refunds or denies on an application paid on an 'Order' also get processed in BC and go on the spreadsheet if they require $ to be refunded. Thre are OrderLineItem entries to be made n the database so that the BC physician page Order component UI reflects the refund. See Jenny for more on this.
select * from Invoice where person_key = ######
select * from invoicelineitem where invoiceid in (#####)
select * from payment where person_key = ######
select * from refund where invoiceid in (######)
select * from refundlineitem where refundid = ###
select * from credit where refundid = ###
select * from invoicestatus
select * from creditstatus
select * from refundstatus
update invoice set InvoiceStatusId = 5, PostedDate = GETDATE() where invoiceid = 136210
update payment set PaymentStatusId = 3, PostedDate = GETDATE() , transactiondate = GETDATE() ,
updatedby = 'YourName', updateddate = GETDATE()
where PaymentId in (105702, 105703)
update refund set PostedDate = GETDATE(), RefundStatusId = 3, transactioncompleteddate = GETDATE(),
updatedby = 'YourName', updateddate = GETDATE()
where refundid = 143
update credit
set CreditStatusId = 3
where paymentid in (103667, 103668)