You may come across a situation in when applying payments where the Order record does not appear in the payment wizards, which prevents you from applying payments to it. This is the result of the "Has Pending Payment" field being set to Yes on an Order record, when processed asynchronously in Cobalt 2.10+.
To get the Order to appear again, you will need to reset the "Has Pending Payment" field to No. However, since the field is locked, it may appear that you cannot make this change.
This article will detail the two ways to set "Has Pending Payment" back to No, and get the Order back in your payment wizards, so you can process a new payment or apply an existing one
For Multiple Orders:
If you have multiple Orders where the "Has Pending Payment" field needs to be reset, you can BULK EDIT:
1. Bulk Edit:
There are two ways to approach Bulk Editing. If there is no specific rhyme or reason for the Orders that need to be changed, you can manually select multiple Orders from the entity view on the CRM, and edit from there. However, if the Orders share a commonality (such as Created On date, etc.), you can utilize an Advanced Find.
Steps 1.2 - 1.4 can be followed for either bulk edit scenario.
1.1. Create an Advanced Find to identify the Orders that need to be changed
1.2. Select the Orders that need to be changed. Then click "Edit".
1.4. Save Changes.
For Individual Orders:
Bulk Editing, as its name implies, is not an effective method for changing the "Has Pending Payment" field on a single Order. While you cannot change the field manually, you can utilize workflows to change the field for you.
2. Create a Workflow:
2.2. Create a new workflow for the Order entity. Click OK.
- Process Name: Name the workflow something easily identifiable.
- Category: Set to "Workflow"
- Entity: Choose "Order"
2.3. Make sure the workflow is set as an On Demand process only.
- Uncheck any boxes under the "Options for Automatic Processes" as needed - this is to ensure this workflow does not run automatically.
- You can choose to automatically delete completed workflow jobs, or uncheck the box to keep the workflows available in the process history.