You can control both how orders are allocated and the order in which items are allocated. By default, the allocation strategy is set to Partial - Donations Last. Orders are allocated/de-allocated as payments/refunds are applied to the order as follows:
- Gift certificates or gift cards
- Performance plus any associated performance and admission charges
- Order charges plus any associated delivery charges and bundle charges
- Miscellaneous items
- Requests plus any service charges
- Donations (Funds)
To configure a payment allocation strategy, complete the following:
- Open the Registry application from the AudienceView Desktop.
- Navigate to the System::Business Objects::TSorderBO::Allocation Strategy node.
- Select any of the following values:
- Full: If selected, the order will only be allocated if the order is fully paid or over-paid. If the order becomes under-paid, the order will be fully de-allocated.
- Partial - Donations Last: If selected, the order will allocate and de-allocate as payments and refunds are added to the order with donations (i.e. Funds) being allocated last. This is the default behaviour.
- Partial - Donations First: If selected, the order will allocate and de-allocate as payments and refunds are added to the order with donations (i.e. Funds) being allocated first.
- Click 'Apply'.
A window confirms that the application updated the Registry.
- Click 'OK'.
For more information on payment allocations, refer to Payment Allocations.