) it is indicated that we should create negative payments to process refunds and reversals. My client specifically needs to create negative ledger entries not for specific opportunities, but as a way to enter credit card fees and other fees in 'bulk' amounts (adding together as many fees as possible from a given batch of deposits and marking it in the system). I figured we could just create a negative value opportunity for this.
However, when testing this functionality, I run into a few different issues.
1. A payment isn't automatically created with a negative-value opportunity. That's a bit aggravating but I can just create a negative payment related to that negative opportunity. Fine, I'll just make one.
2. I can't assign a negative number using the "manage allocations" page in Salesforce. That's troubling, because I need to mark which GAU these fees will be coming out of.
3. Ledger entries aren't created at all. This is obviously a big one. I made a -$500 opportunity and payment, used the default allocation (since I couldn't change it, just wanted to see functionality at the very least), and the ledger entry batch job simply failed to create any entries. I'm not even sure it would have created entries for valid opportunities, but I didn't have any in the system at the time and I haven't tested that specifically. Once I reversed the opportunity from -500 to 500, the ledger entries were populated again when I re-ran the job.
Any ideas on how to tackle this or what the issue may be?
Looking for solutions to this myself. My nonprofit is using an older version of Kell Allocations and it has the same limitation. Ugh, it's like you are so close to having a finished solution but there is one little detail derailing the whole thing.
