Functionality:
The Order Source functionality enables a link to appear on the My Orders page of the portal for folks to either complete or pay an order. The Payment Restricted field on the Order indicates if the process is editable. For the link to be seen on the portal, Payment Restricted must be true. Payment Restricted, by default, will be true for:
- Applications (class registration, membership app) that are Saved or Working
- Meeting Registration that are Open
Entities Affected: Meetings (Meeting Registration, Meeting Registration Activity, Meeting Companion Registration)
- If the order is active and tied to anything other than a meeting registration that hasn't been submitted, a class registration that hasn't been submitted or a dues item, the status will be Open and the check box will be enable making the order payable from this screen.
- If the order is tied to a meeting registration that hasn't been submitted that hasn't been submitted, the status will be Complete Registration and the link will redirect the user to the appropriate registration wizard. The check box will be disabled making the order not payable from this screen.
Class Registration
- If the order is tied to a class registration that hasn't been submitted, the status will be Complete Registration and the link will redirect the user to the appropriate registration wizard. The check box will be disabled making the order not payable from this screen.
Membership Application
- If the order is tied to a membership application that hasn't been submitted, the status will be Complete Application and the link will redirect the user to the appropriate membership application wizard. The check box will be disabled making the order not payable from this screen.
Dues Items
- If the order is tied to a dues item that has one or more payment plan payments tied to it, the status will be Payment Plan and the check box will be disabled making the order not payable from this screen.
- If the order is tied to an unpaid dues item that is not part of a payment plan, the status will be Pay Dues and the link will redirect the user to the membership renewal wizard. The check box will be disabled making the order not payable from this screen.
Publication SubscriptionOnline Store and POS Store An example of how the Order Source functionality is displayed on the portal can be seen below:
Payment Plan Order Source (common customization)
If an association does not want members to be able to make additional payments once they are on a payment plan, you can create a custom dues order source and workflow to prevent this.
Create a workflow that will set this order source on the order once the dues item has a dues option that contains payment plan (or whatever criteria the association uses):
