Method for Processing Overpayments in Order Entry (D70)

Purpose: Use this screen to define how you would like to handle overpayments on prepaid orders.

Code field:

AUTO/REFND = you want to create a refund automatically when a customer overpays on a prepaid order (payment category 1).

AUTO/CONTR = you want to apply all overpayments on prepaid orders automatically as contributions.

OE PROMPT = you want the Contribution (Overpayment Exists) Window to open in Order Entry when a customer overpays on a prepaid order.

The total overpayment amount on an order does not include the price of any soldout items; the system automatically creates a refund record for soldout merchandise.

You have the option of converting a contribution to a refund, either through standard Order Inquiry or the Work with Contributions function. To do so, however, you must have the proper authority.

Once you apply an overpayment as a contribution, you cannot reapply it to the order (for example, in the case of an exchange). Also, if the customer subsequently cancels the order, the contribution is not automatically included in any refund.

Order API and membership orders: If this system control value is set to AUTO/REFND or OE PROMPT, the total overpayment amount on an order created through the generic order API or the Generating Membership Orders (EGMO) option (if the order completes the membership) automatically creates a refund; otherwise, if the system control value is set to AUTO/CONTR, the order creates a contribution.

For more information:

• See the Convert Contribution Authority (A41) secured feature.

• See Setting Up Order Entry Values for more information on working with the contribution pop-up window.

• See Reviewing Financial Information on an Order for more information on reviewing information on contributions or converting a contribution to a refund through standard Order Inquiry. See Working with Contributions (WCON) for more information on using the Work with Contributions function.

IN03_02 OROMS 17.0 2018 OTN