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:
Blackbaud_Altru
Altru considers refunds as revenue, and therefore smart fields will include Sales Order Refunds in their calculations and not subtract the amount that was refunded.
Steps to Duplicate
Step 1 - Create Smart Field:
From administration, Select Smart field
Add, Choose Constituent Revenue Application Amounts smart field
Step 2 - Add an Event Registration with a back office payment:
Go to a special event
From the registrations tab, Select Add
In the registrant box, Select the magnifying glass then select add
Enter a Last Name, First Name
Save
Select a registration opton, Save
On the Event Registrant Screen, Select Add a payment on the left in the task bar
In the add a payment screen:
Enter the amount
Choose the application
Enter a payment
Save
Step 3 - Check the smart field:
From Administration, Select Smart fields, and select the smart field you created above
Process the smart field again
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
On the constituent revenue tab, Select revenue history, select the event payment
On the payment record, select edit on the left in the task bar
Reduce the payment to 0
Save the payment
From Administration, Select Smart fields, and select the smart field you created above
Process the smart field again
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:
Go to a special event
From the registrations tab, Select Add
In the registrant box, Select the magnifying glass then select add
Enter a Last Name,First Name
Save
Select a registration option, Save
From Sales, Select Advance Sales
Enter the constituent name in the select patron screen
On the create order tab, select event registration
Choose the constituents event registration, Add to order
Add a payment
Complete the order
Step 5 - Check the smart field:
From Administration, Select Smart fields, and select the smart field you created above
Process the smart field again
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
From sales, Select refunds
Search the sales order you just completed
Refund the order
From Administration, Select Smart fields, and select the smart field you created above
Process the smart field again
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