Why is my Auto Credit Transfer feature not working?
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Table of Contents
The Auto Credit Transfer feature does not work. The credits from the source Program Enrollment cannot be transferred automatically to the target Program Enrollment.
Here is a checklist to ensure that your environment's Auto Credit Transfer feature is set up correctly, and ready for use.
- Ensure that the Auto Credit Transfer setup is configured correctly.
- Ensure to review the Auto Credit Transfer Metadata and the specific configuration is enabled.
- Also check that the "Contribute Credit Transfer" option is checked for the appropriate Program Enrollment status via the custom metadata setting.
- This gives the flexibility to decide which Program status at the source Program Enrollment should contribute/trigger the auto credit transfer against a target Program Enrollment.