CommunityPro® Enterprise Release

SUMMARY:     CommunityPro® Enterprise Release

AUTHOR:        Erin Kann, VP of Software Engineering 

RECIPIENTS:    All Employees

PRIORITY:       Low

EFFECTIVE:     Immediately

DETAILS:        See Below

• On Virginia Resale Certificate Package, when a Prepayment of Assessment amount is entered in the questions tab, the amount is shown in the Closing Fee Summary on the PDF output.
   
• The page formatting for Affidavit of Dues & Resales Certificate for the state of Iowa has been updated. The disclosure section now appears on a single page instead of two pages.
   
• On the Wisconsin Disclosure Materials, the restrictions section is displayed in the PDF. Before this release, the Restriction section was present in the Questions template but was missing from the PDF output.

Enhancements

Refunds

• Resales Admin users can do different refunds for an order, partial or full, through the Resales platform. Refunds can be processed for orders within the past 60 days (from current date). This action will be available and visible only for orders that match the following criteria:
  • Payment Method: Direct Payment or Third-Party payment, through Click Pay
  • Status: Any status except Payment Failed or Pending Payment

Step 1 – Products to Refund

• Using the Refund Wizard, users can easily select the products they wish to refund, specify refund amounts, and continue with the refund process.

  
  Full Refund

  
   

  Partial Refund

  
   

Step 2 – Refund Requests

• Resales Admin users can provide a reason for the refund and documents to support within this step. Those items with asterisks next to them are mandatory. The following criteria applies to the Reasons text field:
  • Format: Letters and Numbers
  • Required: Yes
  • Character Limit: Max of 300 characters

Step 3 – Summary

• Resales Admin users see the summary of the refund process and complete delivery information to ensure accuracy. Users can add new email addresses or remove current ones.
• Once a refund has been processed for an order, the information is added to the history tab under Order Detail

Processing Option Modification

• Resales Admin users can change the original processing option of an order, whether for a refund or price adjustment. This action is available and visible only for orders that meet the following criteria:

  • Status: To Do, In Progress, Pending Approval, Completed, Blocked
  • Order Type: Any except Association Documents
  • One Processing Option: If there is only one processing option available for the order association and product type, it cannot be changed, and an alert is displayed.
  • Florida Exception: If the order is Florida and the order date is more than three business days ago (before the current date) and the current processing option is Regular or the only available option is higher than what was selected in the order, it cannot be changed. An alert is displayed.