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I've been using the Opportunity Settlements on the Contact record to handle payments on Pledges in SF Org 00DU0000000XpxX. It works great.
Now that the organization is in their on-air fund drive, we've set up a number of SKUs that set up the Opportunity Record Type, Opportunity Name and Campaign. In order to make use of those SKUs, we are using a combination of Web Forms and Virtual Terminal. That works great for the paid donation, but not for the Pledges.
I decided to try using Virtual Terminal with a payment type of Purchase order for the on-air pledges that are not yet paid. That is working great - the opportunity is created, the SKU is setting up the Opportunity Record Type, Opportunity Name and Campaign properly and all is well, except that the pledge doesn't show up in the Opportunity Settlements section of the contact record, even though the stage on the opportunity is Pledged. You can see an example of this in the pledged opportunity for contact Kira Erznoznik. You can also see that the Opportunity Settlements is working fine for a pledged opportunity that wasn't put in through Virtual Terminal on contact Craig Watts.
Can you tell me why the VT created opportunities are not showing up in Opportunity Settlements, or if there is something that I'm doing wrong?
Now that the organization is in their on-air fund drive, we've set up a number of SKUs that set up the Opportunity Record Type, Opportunity Name and Campaign. In order to make use of those SKUs, we are using a combination of Web Forms and Virtual Terminal. That works great for the paid donation, but not for the Pledges.
I decided to try using Virtual Terminal with a payment type of Purchase order for the on-air pledges that are not yet paid. That is working great - the opportunity is created, the SKU is setting up the Opportunity Record Type, Opportunity Name and Campaign properly and all is well, except that the pledge doesn't show up in the Opportunity Settlements section of the contact record, even though the stage on the opportunity is Pledged. You can see an example of this in the pledged opportunity for contact Kira Erznoznik. You can also see that the Opportunity Settlements is working fine for a pledged opportunity that wasn't put in through Virtual Terminal on contact Craig Watts.
Can you tell me why the VT created opportunities are not showing up in Opportunity Settlements, or if there is something that I'm doing wrong?
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