Smart field does not track sales order refunds

When working in a constituent revenue application smart field, you may find that when trying to calculate total constituent revenue, sales order refunds do not reflect in the total calculation amount. 

Article Number: 103555

Products:

  • Altru_Arts_Cultural
Altru considers refunds as revenue, and therefore smart fields will include Sales Order Refunds in their calculations. 

Steps to Duplicate

Step 1 - Create Smart Field:
  1. From administration, Select Smart field
  2. Add, Choose Constituent Revenue Application Amounts smart field
  3. On the general tab, enter a name
  4. On the parameters tab choose the following- 
    1. Value to return: total application amount
    2. For: constituent revenue
    3. Revenue types: Event registration, donation, membership
    4. Transaction type/Application: 
      1. Order - Donation, Membership, Event Registration
      2. Payment - Donation, Event Registration, Matching gift, Membership, Pledge
  5. Save and Process the Smart field

Step 2 - Add an Event Registration with a back office payment:
  1. Go to a special event
  2. From the registrations tab, Select Add
  3. In the registrant box, Select the magnifying glass then select add
  4. Enter a Last Name, First Name
  5. Save
  6. Select a registration opton, Save
  7. On the Event Registrant Screen, Select Add a payment on the left in the task bar
  8. In the add a payment screen:
    1. Enter the amount
    2. Choose the application
    3. Enter a payment
  9. Save
Step 3 - Check the smart field:
  1. From Administration, Select Smart fields, and select the smart field you created above
  2. Process the smart field again
  3. Navigate to the constituents record that purchased the event registration, On the smart field tab, see that the amount of the smart field is the amount of the event registration
  4. On the constituent revenue tab, Select revenue history, select the event payment
  5. On the payment record, select edit on the left in the task bar
  6. Reduce the payment to 0
  7. Save the payment
  8. From Administration, Select Smart fields, and select the smart field you created above
  9. Process the smart field again
  10. Navigate to the constituents record that purchased the event registration, On the smart field tab, see that the amount of the smart field is now $0.00
Step 4 - Add an event registration with a sales order payment:
  1. Go to a special event
  2. From the registrations tab, Select Add
  3. In the registrant box, Select the magnifying glass then select add
  4. Enter a Last Name,First Name
  5. Save
  6. Select a registration option, Save
  7. From Sales, Select Advance Sales
  8. Enter the constituent name in the select patron screen
  9. On the create order tab, select event registration
  10. Choose the constituents event registration, Add to order
  11. Add a payment
  12. Complete the order

Step 5 - Check the smart field: 
  1. From Administration, Select Smart fields, and select the smart field you created above
  2. Process the smart field again
  3. Navigate to the constituents record that purchased the event registration, On the smart field tab, see that the amount of the smart field is the amount of the event registration
  4. From sales, Select refunds
  5. Search the sales order you just completed
  6. Refund the order
  7. From Administration, Select Smart fields, and select the smart field you created above
  8. Process the smart field again
  9. Navigate to the constituents record that purchased the event registration, On the smart field tab, see that the amount of the smart field did not change to account for the refund

Environment

 Altru Arts & Cultural

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