Hi,
The remainder of a pledge from the previous FY was just written off as the donor indicated that it should have been for the upcoming season, but the money already paid toward this pledge needs to be moved out of the previous FY to the current one. When I attempt to adjust it, that pledge does not show up among my options.
Does anyone know how that can be moved?
Thanks,
Brady
Indiana Repertory Theatre
I just had this issue earlier in the month. Once you write off a pledge, the pledge status is set to "Write-Off" and the cancel flag on the pledge is set to 'Y'. I don't think my solution is elegant (and there may be some unexpected consequences down the road). What I did to allow the user to back out the payment was to edit the T_CONTRIBUTION record (you will need someone with access to SQL to do this). I changed the cancel flag to 'N' and the contribution showed up in the adjustment list.
The user was able to make the adjustment normally but received a couple of errors when saving. Just clicking through the errors seemed to allow the adjustment to save normally. There are several issues that could arise form this hack, but for our user it was an acceptable solution.
I'm curious if anyone knows of a cleaner way to reverse a write off.
- Levi
We also ran into this issue fairly recently. We submitted a ticket to TASK and they advised us that we would be better off making manual adjustments to the GL if we needed to adjust a written off pledge, but that we could do basically what Levi describes above: go directly into the database and set t_contribution.cancel to 'N' and pledge_status = 2 for that contribution. Then you would be able to adjust it again via the contribution editor.
On this thread from September Leslie McKinley from the Met shared an interesting solution that doesn't require messing around with the database directly. I haven't had occasion to try it yet, but it's definitely worth checking out.
Hi Levi,
Thanks so much for this - it worked!
Helen