Orders & Payments¶
Order processing, payment gateways, Chargent, and financial reporting.
Articles¶
Chargent Gateway Configuration¶
Recorded: 2025-10-30
Configuration overview of Chargent payment gateway in Salesforce, covering gateway settings, tokenization, card types, and automated collections...
Migration Stuck Orders Fix¶
Recorded: 2025-10-30
Migration troubleshooting session fixing four stuck orders by manually creating subscriptions and memberships, disabling validation rule for student...
Order Import Process Updates¶
Recorded: 2025-10-28
Technical discussion of Salesforce order import process updates, covering gateway date implementation, fulfillment date removal decision, stored...
Migration Test User Selection¶
Recorded: 2025-10-27
UAT preparation session selecting 25+ test users with extensive membership history across NP, student, and postmaster types, investigating merged...
Order Import Batch Logic¶
Recorded: 2025-10-20
Technical walkthrough of Salesforce order import batch logic explaining minimum order date criteria, active subscription inclusion, revenue...
Order Batch Creation Session¶
Recorded: 2025-10-14
Working session on creating new Salesforce order batch for April-June 2023 missing orders (18,069 records), adding legacy_batch_number field to...
RhythmQ SSO Troubleshooting¶
Recorded: 2025-10-14
Troubleshooting session for RhythmQ awards and elections SSO integration where isMember attribute was returning true/false text instead of 0/1...
Payment Token Migration to Braintree¶
Recorded: 2025-10-06
Technical overview of payment token migration from BluePay/CardConnect/Fiserve to Braintree/PayPal, covering vendor relationships, migration process...
Order Import Infrastructure¶
Recorded: 2025-10-01
Overview of supporting infrastructure for order imports including nightly stored procedures creating normalized tables, email validation job...
Order Import Training Session 1¶
Recorded: 2025-09-30
Training session on order import process for Matt and McKenna covering right rev order batch creation, checking for missing persons before import,...
Deposit Report Development¶
Recorded: 2025-09-26
Technical meeting with I2C team on Salesforce deposit report development for bank reconciliation, focusing on GL account grouping, credit card type...
Salesforce Order Data Import¶
Recorded: 2025-09-18
Working session demonstrating Salesforce data import process for orders and order items including flow deactivation (create fellow fee on new...
Chargent Scheduled Jobs¶
Recorded: 2025-09-11
Quick reference on Chargent scheduled jobs in Salesforce showing the recurring batch (3am) and collections batch (5am) timing, with instructions on...
Chargent Auto-Renewal Bug Report¶
Recorded: 2025-08-27
Bug report on Chargent auto-renewal failure where payment was processed successfully but new order creation failed due to price book mismatch error,...
Manual Refund Processing¶
Recorded: 2025-08-12
Demonstration of manually marking a refund as complete in Salesforce when the gateway transaction failed, using transaction cloning and the hidden...
Creating Orders in Salesforce¶
Recorded: 2025-07-15
Partial recording showing initial steps for manual order creation in Salesforce including creating person account with ampuat.com test email, adding...
Order Line Item Adjustments¶
Recorded: 2025-04-01
Explanation of how discounts appear in Salesforce orders - some discounts like military discount appear as separate negative line items while others...
Manual Order Creation in Salesforce¶
Recorded: 2025-01-23
Complete walkthrough of manual order creation in Salesforce, covering person account lookup, price book selection, product addition, payment...
New Account Refund Bug¶
Recorded: 2025-01-23
UAT bug documentation recording showing new account and order creation in Salesforce staging, discovering membership not created after order and...
GL Code Flow and Reporting¶
Recorded: 2025-01-22
Detailed explanation of GL code flow from product and payment type configuration through order creation, batch processing, and manual transfer to...
Credit Card Order Batching¶
Recorded: 2025-01-20
Walkthrough of finance team order batching process, comparing BluePay transaction totals to Aptify orders, creating order batches, and viewing GL...
Order History Feature¶
Recorded: 2024-09-27
Quick demo of new order history feature on account page replacing redirect to legacy eBusiness site, showing order list modal with search, detail...
Preferred Address Reports¶
Recorded: 2024-09-08
Requirements clarification for Salesforce mailing reports explaining that address columns must be separate for mailing house processing and preferred...
Invoice Payment on Account Site¶
Recorded: 2024-08-12
Demonstration of pay invoices functionality on account.amp.org showing how members pay unpaid invoices, select multiple invoices, and view order...
PayPal Payflow Pro User Management¶
Recorded: 2024-03-27
Step-by-step walkthrough of adding and removing users from PayPal Payflow Pro portal, including login requirements (4-part authentication), user...
BluePay Administration Portal¶
Recorded: 2022-01-27
Comprehensive training on BluePay administration portal covering production/test account separation, transaction lookup, reference transaction...