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This page is where a functional specification and workflows will be developed for a general purpose order form that can handle zero, one or many of each of contributions, participant ticket purchases, and membership purchases. This is a request from Sadiq Datoo who expects to be able to find client funding for it. As it will take advantage of the CiviAccounts Data Schema work, it will supercede Eileen's work on multiple memberships being developed under http://civicrm.org/blogs/eileen/price-sets-memberships-multiple-memberships.

Workflows

Administration

Managing a Flexible Order Form (Creating, Reading, Updating, and Deleting)

Indicate how the UI would combine the currently separate forms for creating an event and creating a membership contribution page. Include how multiple contributions instead of the existing single contribution on a membership page could be administered. Likely a good idea to work with Eileen on UI for multiple memberships (http://civicrm.org/blogs/eileen/price-sets-memberships-multiple-memberships). Will the existing event administration interface be replicated in some way within the Flexible Order Form administration, or will the administrator pull previously configured events into the form through a multiple selection process? (It might be convenient to be able to click to create an event, go through that administration, and then at the end of the process after clicking done get returned back to the same place in the flexible order form wizard with the newly created event filled in.)

Reports

Itemize reports that will be affected and how they should be changed, as well as new ones that need to be produced. I think several that assume that event ticket purchases are never combined with contributions or with memberships will be affected.

End Users

Completing the Flexible Order Form

Changes needed in workflows for changes, reversals, and refunds if any

Indicate here what changes if any are needed in the changes, reversals and refunds processes.

Other??

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