Hello -
I have a merged account that has a credit on account issue. The household was created with two individual accounts. On one of the individual accounts, there is a value on account (credit). The problem is, when trying to add an order in the household, and attempting to use that credit to pay for it, the credit isn't available as it lives in the individual account.. I also cannot add an order to the individual account either.
Any advice on how to move the money to the household account or another way around this issue?
Thank you
Brian Burke
Also, in 12.5 (and I think in 12.1), there is a setting in T_DEFAULTS called MOVE_TRANS_TO_HH_ON_MERGE – the description of which is: When set to YES, if the kept constituent has a primary affiliation to a household, transactions from the duplicate and kept constituents are moved to the household account as part of a merge.
-p.
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