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  • Aptify sets the Payment Type of the order to "Purchase Order" for orders that are initially saved as free when initial payment information is not specified before saving the new order. With the Payment Type set to Purchase Order, a user can modify the order amount (by changing a product's price) after the order is saved as needed, assuming that the Bill To Company or Person has available credit (if credit check is enabled). In this case, the order is saved with a balance due. Note that Aptify will only set the Payment Type to Purchase Order if the user has not viewed the order's Payments tab. If the Payments tab has been viewed, Aptify assumes that the user has reviewed the settings and will not override those values.
  • If payment details are specified (such as a check number) before initially saving an order as free, the original Payment Type and payment details are maintained. In this case, when the price is changed for the product creating a balance on the order, the initial payment amount is updated to match the current order total.

    Note
    titleNote Concerning Default Payment Type for Free Orders
    :

    By default, the Payment Type that Aptify uses for orders that are initially saved as free when initial payment information is not specified is the Purchase Order installed with standard Aptify installations. However, an administrator can define a different default Payment Type by modifying the value of the PurchaseOrderPaymentTypeID. See

    "

    About Orders Entity Attributes

    " on page 255

    for more details.