Hello Gretchen,
This is a follow-up to the ticket you and I were working on where the payment transactions were not being created in M1. We had sent a request to M1 support to look into an example from the list as we do not have access to M1 other than to see the flow of requests.
The example we had sent to them was Nathaniel Christian. In this example, M1 support had let us know that at the time of the transaction, Nathaniel was set as inactive in M1. The payment did go through due to the default NRDS ID being attached to the payment. The record is created in M1 only if the agent's status is active when the payment goes through.
This would fall under the same scenario as Kristen Swanson. If the payment shows under the Default NRDS ID in M1 then the financial record needs to be manually added by the association staff.
Here is the response we received from M1 Support:
Nathanial was re-activated briefly on 2/2/2022, and then reactivated 3/9 (and remains active today)
That payment was sent with a different member ID - 176518216, matching staff person Susan Manners. (This is the Default ID for your association)
So if you sent those Financial adds from 2/2 5:25pm - 3/9 6:12pm, then that's where I'd expect you get the 3305 and 3330 error codes. Nathaniel's payment was processed on 2/23/22
Below I have added the original list you had sent. With the information we received back from M1 support, these transactions would need to be manually added to the Agent's record. I am hoping this will also serve as a guide to help you understand when a record is not automatically created in M1 and would need to be manually created.
| First Name | Last Name | NRDS ID | Date Added | NRDS Error | Notes |
| George | Assali | 165102145 | 2/28/2022 | The MemberStatus must be either A, S, or P. | |
| Nathaniel | Christian | 176510465 | 2/1/2022 | 176510465 is not a valid incurring member in the NRDS system | |
| April | Cuneo | 176510358 | 2/7/2022 | The MemberStatus must be either A, S, or P. | |
| Jeanette | Hamming | 175516415 | The MemberStatus must be either A, S, or P. | ||
| Stephanie | Hauge | 175530611 | 3/1/2022 | The MemberStatus must be either A, S, or P. | |
| Laura | Heffington | 176510419 | 2/7/2022 | Default ID was used in the transaction. Financial record will need to be manually added by staff to M1 | |
| Kim | Kanner | 176517917 | 3/15/2022 | The MemberStatus must be either A, S, or P. | |
| Erin | Mann | 176510521 | The MemberStatus must be either A, S, or P. | ||
| Eric | Nissen | 207501410 | 2/23/2022 | The saleable item is not mapped in the NRDS financial mapping in GrowthZone. This is in Setup>Finance>Real Estate Finance settings. Here is a screenshot of where you could add it- https://www.screencast.com/t/MbkcqUuoZG | |
| Chloe | Nowell | 175529146 | 1/18/2022 | LFRO fees are not mapped to be sent to NRDS/M1 same as cell F11 | |
| Benjamin | Oren | 176510472 | 2/17/2022 | Paid by Rone Oren. Transaction will need to manually added to Benjamin's record in M1 | |
| William | Sculley | 176510388 | 176510388 is not a valid incurring member in the NRDS system |
Thank you and please let me know if I can be of further assistance with this,
Hoping you have a wonderful day,