We've been using BW for over 10 years now and the one issue that keeps coming up is in regards to customer returns. Currently we process customer returns through this manner: OE>>Invoices>>Returns>>Invoice and fill in the necessary information required. Our issue is that once we post the transaction the system will do one of 2 things: Apply the $ to the customer's open credit account (as long as the invoice has been paid) OR apply  the $ directly to the invoice if the invoice hasn't been paid. This is where the problem lies, most of our customers want to apply the open credit where they want and not automatically deduct the invoice. For our smaller accounts this isn't an issue as it is easier to track but currently we have clients that conduct 100 transaction a day and tracking these credit memos 3 months from now to when they pay can be a daunting task. My question is: Is there a way to return the credit ONLY to open credits and not automatically deduct the invoice? We notice that there is a field that says "apply excess credit to" and there's an "open credit" drop down option but when we select the "open credit" option it does the same thing and doesn't put the credit in open credits but instead deducts from the invoice balance. Another option we looked at was Returns>>Part which allows us to post it directly to open credits BUT it doesn't subtract or provide any notes that prevent us from returning the same items at a future date. Example: we invoice for 5 bikes and customer returns 3 of them and then a week later comes back to return 5 more bikes. There's no way of telling them they can't because they've already returned 3.

Sorry for the long detailed post. I use sage BW version 2018