Why is my Auto Credit Transfer feature not working?
If you still have questions or prefer to get help directly from an agent, please submit a request.
We’ll get back to you as soon as possible.
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.