A new page has been added to the Generate Dues wizard that requires staff to set the 'Remittance Application Order' for the Products in the Dues Cycle. The 'Remittance Application Order' field is used to determine how partial payments, such as payment plans, are applied to an Invoice and routed through NAR Ecommerce. Setting these values incorrectly would result in partial payment amounts sent to state associations and NAR.
If a Product on the Dues Product record (or one of the Products in the Late Fee or Reinstatement Fee fields on the Dues Schedule) is missing a value for 'Remittance Application Order' (or for older Products, 'Payment Application Priority'), you may receive an error in the wizard, or you may see no error but can't proceed to generate dues.
When attempting to Generate Dues, an error appears, or you cannot proceed to dues generation.
Even if your Cycle has only one Product on the Dues Option, the Dues Generation wizard will still ask for confirmation that the priority order is correct. You may check the box highlighted below, but the wizard doesn't move forward when you click Continue.
You may also see the following error in the wizard
Error: A related product has a null ramco_paymentapplicationpriority
Steps to troubleshoot
Navigate to each of the Products on the Dues Product records, as well as the Products listed as Late Fee or Reinstatement Fee on the Dues Schedule.
Open each Product record and confirm there is a value is the 'Remittance Application Order' field (highlighted). If the field is blank, add a value and save. If you're using any older Products in the system that predate the addition of the "Remittance Application Order" field on the Product, or that field is null, that error will occur. On the Product, you may need to add a field to the form "Payment Application Priority" to see if it needs to be updated.
What is the Remittance Application Order and how do I know how to set it?
Remittance Application Order is completely arbitrary. Think of it as a Sort Order, but for Products. In the event there are multiple Payments spread out over time, the Remittance Application Order determines which Product gets paid off first.
You may also create the Advanced Find below to help identify Products that are missing a value for this field.
To find Products related to your specific Dues Cycle, use the Advanced Find below.
Generate Dues
Once you have confirmed that all Products on the Dues Cycle have a 'Remittance Application Order', navigate back to the Dues Cycle and generate dues.