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Removing RPAC Product from an Order when a Payment Has Already Been Applied

Removing RPAC Product from an Order when a Payment Has Already Been Applied

Part 1 - Remove RPAC

  1. Unapply Payment 
  2. Update Dues Item to remove the optional product. This can be done with the Process Payment wizard, and then closing the wizard, or by editing the Dues Item to set the Dues Order Product for the contribution to $0, then setting the Override flag. Dues Item pricing strategy must be updated to force recalculation of the Order. Walkthrough here: http://www.youtube.com/watch?v=x6VEhUGgXiE 
  3. After the Order is updated, Apply the Payment

Part 2 - Clean up the Contribution record:

  1. Updating the Order will not remove the contribution record that was created, so the Contribution should be deactivated. In the related navigation for the Order you can see the Contribution that was created. 
  2. This next step is optional. A Member Financial record was probably created in NRDS. These records cannot be deleted in NRDS so a record for the negative amount would have to be created to balance out what the member actually paid. This is optional because NAR does not actually use these Member Financial records to track anything.

 

 

NOTE: We're looking at automating the deactivation of the contribution in a future release.

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