Document Type: Defect
Title: DF-PRO: Payment not showing as canceled in the Find Payment results when product is canceled
Product: netFORUM PRO
Module: Accounting
Version/SP: 2017.1
Entity:BARA(Boulder Area REALTORS Association)
Entity Key:4252f091-cd83-4c39-95fa-5698865d0d08
Case #: SC0391157
KB Issue #: N/A
Summary:
Cancellation date and ‘Cancelled’ payment status are not populating in Find Payments results list when the cancellation occurs as a product cancellation (cancel event registrant, cancel membership dues) as opposed to cancelling at the invoice level.
Tested in:
KCASHIN live – can recreate
Also tested with and without cancellation fee.
Also tested on different payment methods
Steps to Reproduce:
In KCASHIN Live iweb canceled Event registration
Go to individual Customer #:1 Krystal Cashin
Click on the “Activities” tab
Expand on Event Registrations
To the left of event named “Member only Group reg with Ind rates”, click on the right facing arrow.
In the next screen, click “Cancel Registration”
This screen confirms that the event registration has been cancelled.
Now, go to Accounting Module > Financials > Find Payments
· Enter search parameters:
o Customer: Cashin
o Payment Date: 02/06/2017
· Select Go
· In the search results note the Payment Status and the Cancel Date are blank
· Select the green go to record arrow next to the result
· The payment Information screen shows no cancel date, the Void Payment is showing as an option.
· The payment screen shows the cancel aid credit
· Select the green go to record arrow next to the invoice number in the Payment Invoice & Transaction details child form
· The Invoice shows the payment cancelation date on 02/16/2017
Expected result:
Canceling an event registration should update the payment status and cancelation date on the payment information page
See Customer Name: Name, Payment date 11/30/2016, invoice 006890
Related Information:
N/A
Workaround:
Whenever possible (all purchased items on the invoice are to be canceled) cancel the invoice.