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
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?
There are three basic types: manual, Order Paid, and Query based
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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