Does anybody have a method to identify a rollover package in a completed order?
Our business rules treat rollover packages in orders differently than new packages and we need to be able to distinguish them for correctly formatted receipts and confirmation emails.
Currently we are flagging the renewals packages by putting the string "RENEWAL" in the package line item notes field, but this is far from optimal - it disrupts how we use that field in our order processing.
Thanks,
Mark Wladika
San Francisco Opera
One potential solution is to have different price types for the same kind of price when rolled over as distinct from new, i.e. a “Full sub rollover” vs. a “Full Sub New” price type, both of which access the same price maps. This is straightforward but inelegant, as it multiplies price types. However, you could then use a price type group to lump all the rollover prices together and report on constituents having them.
Another thought is to change the source code on the order when adding the new lineitem. Because source is tracked at the transaction level, you could then use the transaction source to find those lineitems in the order that were processed as rollover and those that were added afterwards.