Error: Other transactions for this membership have occurred since this membership was selected. Only the most recent membership transaction can be refunded. To get the latest refundable transaction, select the membership again. - Refunding a membership

When trying to refund a membership payment you may receive the error: "Other transactions for this membership have occurred since this membership was selected. Only the most recent membership transaction can be refunded. To get the latest refundable transaction, select the membership again" even though you have refunded the most recent membership transaction before the transaction that you're trying to refund
Scenario 1:

This error would occur when you trying to refund a membership transaction that is not the last transaction to occur.

You would first need to refund the last transaction that occurred (the second membership purchased), then partially refund the first one the difference and edit the level of the membership to be the correct level.

Scenario 2:

This issue can be caused be refunding a membership and choosing not to revoke the membership during the refund. When the membership is refunded and the membership is not revoked Altru will place a drop action on the membership. This drop action will now be the last membership transaction action and cannot be deleted if the transaction was a sales order. 

If the membership transaction that needs to be refunded was a credit card payment the user will have to refund the transaction through their merchant account

Steps to Duplicate

​Scenario 1 :

  1. Purchase a membership
  2. Renew the membership with a different level
  3. On the constituent membership record, try and refund the first membership purchased. You will then receive the error message.

Scenario 2:

  1. Purchase a membership transaction through a sales order for a constituent
  2. Purchase another membership transaction through a sales order for the same constituent
  3. Click sales > order search > search for and select the most recent membership transaction
  4. Click refund order and click refund. When Altru asks if you would like to revoke the membership renewal click no
  5. Click sales > order search > search for and select the first membership transaction that was made
  6. Click refund order and click refund
Altru will display the error message even though the most recent membership transaction has been refunded

Environment

 Altru Arts & Cultural

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