Hey hey,
As are most of us, we're dealing with a bunch of moving of money crossing over fiscal years and production seasons. I understand the Network is developing tools to easily reschedule performances in bulk, but I was curious if anyone has devised a way to do mass exchanges from one performance to another? In our case, it isn't as simple as rescheduling perf dates, as we're dealing with subscriptions. The kicker is, we build our subscription packages based on dummy perfs and then exchange those tickets into real performances once the dates have been announced/built (it's a horrible system and I do not wish this upon anyone, but I can't control Artistic, so here we are...). That being said, we need to rebuild these packages using "current" dummy perfs and we'll need to exchange people out of cancelled dummy perfs into future dummy perfs. Does anyone know of a way to do this, in bulk? I'm also open to hearing other ideas as to how to to solve this issue. I'm essentially trying to maintain a holistic view as to what happened on the back end (what was cancelled and whatnot), so I'm weary of simply moving these performance dates.
Curious to hear your thoughts! Thanks, all!!!
Take a look at order export and order import utilities. I had to do a production move of dates and venue so I exported the "to be cancelled perfs" via order export, cancelled the performances. Next I built the new perfs and did an order import into them (with on account set to "other" for import process) as unseated (different venue)
Happy to chat if you need more detail.
mfrench@cballet.org
Gotcha, thanks for the insight, Mary. Unfortunately, our Finance Department wants to retain the original transaction history so I can't use the order import/export functionality. (However, how I/we plan to report on OG transaction history is beyond me...)