In terms of the status and life cycle of an Order, it depends on the scenario: Order Paid An Order is created with a Status of Active and Status Reason of New. Once the Order is paid the Status changes to Fulfilled and the Status Reason to Complete. At this stage there will be an Invoice attached to the Order. Payment Refunded or Canceled If a Payment is refunded or canceled, the originating Order will be reactivated. The Order Status will change from Fulfilled to Active, and the Status Reason will change from Complete to New
2 Comments - Is it possible to see a flowchart for the life cycle of an order? I see terms such as - Active - Submitted - Canceled - Fulfilled - Invoiced Could you expand on each of these stages and what they mean?
Membership Requirements are used to define the “steps” that applicants must take to complete the application process and become an active member. There are three basic types: manual, Order Paid, and Query based
Membership Applications are used to manage the entire application process from the time the application is submitted to the time the contact becomes an active member
Each contact may have one active membership record for each type of membership
On a Dues Item, the status of "Renewal Opt-Out" indicates the member does not plan to renew that year's dues and, once selected and saved, will deactivate the Dues Item and the related Order. It does NOT deactivate the membership at the same time since the person might still be paid through the end of the year
Typically organizations have two price lists – member and non-member. An Order or Invoice is automatically filled with the Price list of the contact or account so that the End User can be assured that the contact or account is receiving the appropriate price based on his or her Price List
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