How is the Payment Txn Record Owner Assigned?

The Payment Txn Record Owner is initially assigned:

  • For Transactions that are created online (Public Website), then the person that Authorised Payments2Us App will be the record owner.
  • For Transactions that are created by logged in Salesforce Users, then the owner will be the logged in User

When the Batch Processor runs and changes the Status from Receipting Complete to Matching Start/Complete, a check is performed to see if there related Payment Form, field "Donor Care" has an Active User entered.  If there is, then the owner is changed to that User.