netFORUM can now be configured to pay certain product types or products before others e.g. if you always want membership products paid before the subscription, you can configure the system to pay them in that order. There are several areas that can be configured to allow for maximum flexibility.
The first step is to configure the Product Type. On the Edit - Product Type page, there is now an order field which defines the order in which the product types should be paid. Later in the setup, we will define the order in which items are paid within a product type.
To configure the Payment Application Order at the Product Type level, on the Inventory Module Overview, select the Inventory Setup link or select the Product Setup link on the group items Overview menu. Product Type is the first child form. Click the Edit icon on the child form and you will be able to enter an order value.
To configure the Payment Application Order at the Product level, select a product, edit the product, and enter an order value.
The items will be paid with the lowest order value being paid first. This will be used to determine the order products are paid within the product type e.g. if Merchandise has an order value of 100 and Event Registration has an order value of 50, all Registrations will be paid BEFORE any Merchandise products are paid.
However, continuing with the previous example, if Merchandise A has an order of 50 and Merchandise B has an order of 100, Merchandise A will be paid before Merchandise B, but both will be paid AFTER an Event Registration product with an order of 150 because the Event Registration Product Type order value is LOWER than that of Merchandise.
It is not required that you set up an order for all product types. The PaymentOrderDefault system option will define the Order Value for product types that do not have an order. To make them last, set the default to a higher number. To make them first, set the default to a lower number.
The Payment Application Order functionality will also be used when applying payments from Centralized Order Entry, Add Payment, and through the Lockbox. Note below that the event is paid before the merchandise and Merchandise A is paid before Merchandise B. This is all based on the Payment Application Orders set up for these product types.