You can control both how payments 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:
1.Gift certificates or gift cards
2.Event plus any associated event and admission charges
3.Order charges plus any associated delivery charges and bundle charges
4.Miscellaneous items
5.Requests plus any service charges
6.Donations (Funds)
To configure a payment allocation strategy:
1.Open the Registry from the Desktop.
2.Navigate to the System::Business Objects::TSorderBO::Allocation Strategy node.
3.Select any of the following values:
a.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.
b.Partial - Donations Last: If selected, the order will allocate and de-allocate as payments and refunds are added to the order with donations (Funds) being allocated last. This is the default behaviour.
c.Partial - Donations First: If selected, the order will allocate and de-allocate as payments and refunds are added to the order with donations (Funds) being allocated first.
4.Click 'Apply'.
A banner confirms that the Registry was updated.
