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Pledge & Balance Totals in Appeal Header seem to include written-off pledges

Catherine Goodwin
$organization
Is it normal behaviour that Pledge and Balance totals in Appeal headers
would include pledge amounts that have been written off? We have never
noticed this before, so I am assuming it is not normal. Currently, the
appeal header totals do not balance against the Campaign Revenue Report,
which lists revenue for the appeal and sources correctly (meaning after
the write-off).

If this sounds odd to others in the network, we will submit a ticket.
Thanks very much! Catherine
  • $organization
    Yes its normal -- once you write something off the pledge is reduced and it no longer can be totaled for the appeal/campaign.

    -----Original Message-----
    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Catherine Goodwin
    Sent: Wednesday, January 29, 2014 2:37 PM
    To: McKinley, Leslie
    Subject: [Tessitura Development Forum] Pledge & Balance Totals in Appeal Header seem to include written-off pledges

    Is it normal behaviour that Pledge and Balance totals in Appeal headers would include pledge amounts that have been written off? We have never
    noticed this before, so I am assuming it is not normal. Currently, the
    appeal header totals do not balance against the Campaign Revenue Report, which lists revenue for the appeal and sources correctly (meaning after the write-off).

    If this sounds odd to others in the network, we will submit a ticket.
    Thanks very much! Catherine


    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums.

    In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!
  • $organization
    Hi Leslie, thanks for responding so quickly.  I think I may not have been clear enough though....  The problem is that the appeal totals still contain revenue that has been written off and should not be included - i.e. the Pledge total in the appeal header was not reduced by the write-off:

    Illustration:
    • The previous appeal header Pledge total was $1000, and in the Campaign Revenue Report, the revenue total for that appeal equals gifts plus pledges at $1000
    • We then write off a $400 pledge
    • Now, the appeal header pledge total is still $1000 , whereas the Campaign Revenue Report appeal total has been reduced by $400 and now equals gifts plus pledges at $600
    • Basically, it looks like the write-off is being recognized in the Campaign Revenue Report, but not in the appeal header totals.
    Unless I am misunderstanding your response, it sounds like we do have a problem.  I'll submit a ticket.  Thanks!   Catherine

    On 1/29/2014 2:50 PM, Leslie McKinley wrote: 
    Yes its normal -- once you write something off the pledge is reduced and it no longer can be totaled for the appeal/campaign.

-----Original Message-----
From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Catherine Goodwin
Sent: Wednesday, January 29, 2014 2:37 PM
To: McKinley, Leslie
Subject: [Tessitura Development Forum] Pledge & Balance Totals in Appeal Header seem to include written-off pledges

Is it normal behaviour that Pledge and Balance totals in Appeal headers would include pledge amounts that have been written off?  We have never 
noticed this before, so I am assuming it is not normal.   Currently, the 
appeal header totals do not balance against the Campaign Revenue Report, which lists revenue for the appeal and sources correctly (meaning after the write-off).

If this sounds odd to others in the network, we will submit a ticket.  
Thanks very much! Catherine


This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum.  You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums.

In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending.  Thank you!


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  • $organization in reply to Catherine Goodwin

    If I remember correctly, the numbers at the top of the Appeal Header are not instantly updated - they are updated overnight (or whenever your DBA's scheduled job runs the stored procedure). So if you've *just* written off the pledge, the header may not be updated until tomorrow...(then again, this may not even be your issue).

    http://www.tessituranetwork.com/Help_System/Content/Campaigns%20Appeals%20and%20Sources/Reviewing%20Appeal%20Results.htm

    (See the NOTE: - although it appears to maybe only apply to the Contacts numbers?!?)

    Beth

     



    [edited by: Beth Gilliland at 9:24 AM (GMT -6) on 30 Jan 2014]
  • $organization

    Okay its been a while since I looked at this – I just remember once write-offs are done things won’t match.  My first reaction to what you note is wondering what source code was used to write off.  But I  fooled around with some write offs and found:

     

    You are correct the Screens header do not change (regardless of source code or date range) but the Campaign Revenue DOES show the change.  It’s the report I was recalling.   I believe the difference is how the data is stored and I believe the difference is intentional  -- the reason was explained a while back but can’t recall now exactly but I think it would be so you can see what a campaign/appeal did when it was actively being worked and for marketing purposes.

     

    Write-offs  usually occur  a  time period after so between the Campain/Appeal which records transactional detail and the Screen header that do not – you get to have both sets of data.

     

    I do not think this is a bug though

     

     

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Catherine Goodwin
    Sent: Wednesday, January 29, 2014 3:32 PM
    To: McKinley, Leslie
    Subject: Re: [Tessitura Development Forum] Pledge & Balance Totals in Appeal Header seem to include written-off pledges

     

    Hi Leslie, thanks for responding so quickly.  I think I may not have been clear enough though....  The problem is that the appeal totals still contain revenue that has been written off and should not be included - i.e. the Pledge total in the appeal header was not reduced by the write-off:

    Illustration:

    • The previous appeal header Pledge total was $1000, and in the Campaign Revenue Report, the revenue total for that appeal equals gifts plus pledges at $1000
    • We then write off a $400 pledge
    • Now, the appeal header pledge total is still $1000 , whereas the Campaign Revenue Report appeal total has been reduced by $400 and now equals gifts plus pledges at $600
    • Basically, it looks like the write-off is being recognized in the Campaign Revenue Report, but not in the appeal header totals.

    Unless I am misunderstanding your response, it sounds like we do have a problem.  I'll submit a ticket.  Thanks!   Catherine

    On 1/29/2014 2:50 PM, Leslie McKinley wrote: 

    Yes its normal -- once you write something off the pledge is reduced and it no longer can be totaled for the appeal/campaign.
     
    -----Original Message-----
    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Catherine Goodwin
    Sent: Wednesday, January 29, 2014 2:37 PM
    To: McKinley, Leslie
    Subject: [Tessitura Development Forum] Pledge & Balance Totals in Appeal Header seem to include written-off pledges
     
    Is it normal behaviour that Pledge and Balance totals in Appeal headers would include pledge amounts that have been written off?  We have never 
    noticed this before, so I am assuming it is not normal.   Currently, the 
    appeal header totals do not balance against the Campaign Revenue Report, which lists revenue for the appeal and sources correctly (meaning after the write-off).
     
    If this sounds odd to others in the network, we will submit a ticket.  
    Thanks very much! Catherine
     
     
    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum.  You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums.
     
    In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending.  Thank you!
     
     
    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum.  You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums.
     
    In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending.  Thank you!




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!

  • $organization
    Leslie, thanks so much for taking some time to look into this!  I've checked with TASK too, and will let you know the official outcome.

    On 1/29/2014 5:16 PM, Leslie McKinley wrote:

    Okay its been a while since I looked at this – I just remember once write-offs are done things won’t match.  My first reaction to what you note is wondering what source code was used to write off.  But I  fooled around with some write offs and found:

     

    You are correct the Screens header do not change (regardless of source code or date range) but the Campaign Revenue DOES show the change.  It’s the report I was recalling.   I believe the difference is how the data is stored and I believe the difference is intentional  -- the reason was explained a while back but can’t recall now exactly but I think it would be so you can see what a campaign/appeal did when it was actively being worked and for marketing purposes.

     

    Write-offs  usually occur  a  time period after so between the Campain/Appeal which records transactional detail and the Screen header that do not – you get to have both sets of data.

     

    I do not think this is a bug though

     

     

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Catherine Goodwin
    Sent: Wednesday, January 29, 2014 3:32 PM
    To: McKinley, Leslie
    Subject: Re: [Tessitura Development Forum] Pledge & Balance Totals in Appeal Header seem to include written-off pledges

     

    Hi Leslie, thanks for responding so quickly.  I think I may not have been clear enough though....  The problem is that the appeal totals still contain revenue that has been written off and should not be included - i.e. the Pledge total in the appeal header was not reduced by the write-off:

    Illustration:

    • The previous appeal header Pledge total was $1000, and in the Campaign Revenue Report, the revenue total for that appeal equals gifts plus pledges at $1000
    • We then write off a $400 pledge
    • Now, the appeal header pledge total is still $1000 , whereas the Campaign Revenue Report appeal total has been reduced by $400 and now equals gifts plus pledges at $600
    • Basically, it looks like the write-off is being recognized in the Campaign Revenue Report, but not in the appeal header totals.

    Unless I am misunderstanding your response, it sounds like we do have a problem.  I'll submit a ticket.  Thanks!   Catherine

    On 1/29/2014 2:50 PM, Leslie McKinley wrote: 

    Yes its normal -- once you write something off the pledge is reduced and it no longer can be totaled for the appeal/campaign.
     
    -----Original Message-----
    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Catherine Goodwin
    Sent: Wednesday, January 29, 2014 2:37 PM
    To: McKinley, Leslie
    Subject: [Tessitura Development Forum] Pledge & Balance Totals in Appeal Header seem to include written-off pledges
     
    Is it normal behaviour that Pledge and Balance totals in Appeal headers would include pledge amounts that have been written off?  We have never 
    noticed this before, so I am assuming it is not normal.   Currently, the 
    appeal header totals do not balance against the Campaign Revenue Report, which lists revenue for the appeal and sources correctly (meaning after the write-off).
     
    If this sounds odd to others in the network, we will submit a ticket.  
    Thanks very much! Catherine
     
     
    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum.  You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums.
     
    In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending.  Thank you!
     
     
    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum.  You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums.
     
    In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending.  Thank you!




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!
  • $organization
    Hi Leslie,

    The network told us to run  the AP_UPDATE_APPEAL stored procedure for our appeal and now everything balances.  So, not a bug, but something clearly got off-track in our scheduled procedures without us being aware.  If you are seeing the same discrepancy, then you may have the same issue.

    Thanks again for taking the time to look into this! Catherine

    On 1/29/2014 5:16 PM, Leslie McKinley wrote:

    Okay its been a while since I looked at this – I just remember once write-offs are done things won’t match.  My first reaction to what you note is wondering what source code was used to write off.  But I  fooled around with some write offs and found:

     

    You are correct the Screens header do not change (regardless of source code or date range) but the Campaign Revenue DOES show the change.  It’s the report I was recalling.   I believe the difference is how the data is stored and I believe the difference is intentional  -- the reason was explained a while back but can’t recall now exactly but I think it would be so you can see what a campaign/appeal did when it was actively being worked and for marketing purposes.

     

    Write-offs  usually occur  a  time period after so between the Campain/Appeal which records transactional detail and the Screen header that do not – you get to have both sets of data.

     

    I do not think this is a bug though

     

     

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Catherine Goodwin
    Sent: Wednesday, January 29, 2014 3:32 PM
    To: McKinley, Leslie
    Subject: Re: [Tessitura Development Forum] Pledge & Balance Totals in Appeal Header seem to include written-off pledges

     

    Hi Leslie, thanks for responding so quickly.  I think I may not have been clear enough though....  The problem is that the appeal totals still contain revenue that has been written off and should not be included - i.e. the Pledge total in the appeal header was not reduced by the write-off:

    Illustration:

    • The previous appeal header Pledge total was $1000, and in the Campaign Revenue Report, the revenue total for that appeal equals gifts plus pledges at $1000
    • We then write off a $400 pledge
    • Now, the appeal header pledge total is still $1000 , whereas the Campaign Revenue Report appeal total has been reduced by $400 and now equals gifts plus pledges at $600
    • Basically, it looks like the write-off is being recognized in the Campaign Revenue Report, but not in the appeal header totals.

    Unless I am misunderstanding your response, it sounds like we do have a problem.  I'll submit a ticket.  Thanks!   Catherine

    On 1/29/2014 2:50 PM, Leslie McKinley wrote: 

    Yes its normal -- once you write something off the pledge is reduced and it no longer can be totaled for the appeal/campaign.
     
    -----Original Message-----
    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Catherine Goodwin
    Sent: Wednesday, January 29, 2014 2:37 PM
    To: McKinley, Leslie
    Subject: [Tessitura Development Forum] Pledge & Balance Totals in Appeal Header seem to include written-off pledges
     
    Is it normal behaviour that Pledge and Balance totals in Appeal headers would include pledge amounts that have been written off?  We have never 
    noticed this before, so I am assuming it is not normal.   Currently, the 
    appeal header totals do not balance against the Campaign Revenue Report, which lists revenue for the appeal and sources correctly (meaning after the write-off).
     
    If this sounds odd to others in the network, we will submit a ticket.  
    Thanks very much! Catherine
     
     
    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum.  You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums.
     
    In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending.  Thank you!
     
     
    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum.  You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums.
     
    In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending.  Thank you!




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!




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  • $organization

    Most welcome – it was good to go back and check this—it looks like our folks may not be running the program either.

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Catherine Goodwin
    Sent: Thursday, January 30, 2014 10:05 AM
    To: McKinley, Leslie
    Subject: Re: [Tessitura Development Forum] Pledge & Balance Totals in Appeal Header seem to include written-off pledges

     

    Hi Leslie,

    The network told us to run  the AP_UPDATE_APPEAL stored procedure for our appeal and now everything balances.  So, not a bug, but something clearly got off-track in our scheduled procedures without us being aware.  If you are seeing the same discrepancy, then you may have the same issue.

    Thanks again for taking the time to look into this! Catherine

    On 1/29/2014 5:16 PM, Leslie McKinley wrote:

    Okay its been a while since I looked at this – I just remember once write-offs are done things won’t match.  My first reaction to what you note is wondering what source code was used to write off.  But I  fooled around with some write offs and found:

     

    You are correct the Screens header do not change (regardless of source code or date range) but the Campaign Revenue DOES show the change.  It’s the report I was recalling.   I believe the difference is how the data is stored and I believe the difference is intentional  -- the reason was explained a while back but can’t recall now exactly but I think it would be so you can see what a campaign/appeal did when it was actively being worked and for marketing purposes.

     

    Write-offs  usually occur  a  time period after so between the Campain/Appeal which records transactional detail and the Screen header that do not – you get to have both sets of data.

     

    I do not think this is a bug though

     

     

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Catherine Goodwin
    Sent: Wednesday, January 29, 2014 3:32 PM
    To: McKinley, Leslie
    Subject: Re: [Tessitura Development Forum] Pledge & Balance Totals in Appeal Header seem to include written-off pledges

     

    Hi Leslie, thanks for responding so quickly.  I think I may not have been clear enough though....  The problem is that the appeal totals still contain revenue that has been written off and should not be included - i.e. the Pledge total in the appeal header was not reduced by the write-off:

    Illustration:

    &#61623          The previous appeal header Pledge total was $1000, and in the Campaign Revenue Report, the revenue total for that appeal equals gifts plus pledges at $1000

    &#61623          We then write off a $400 pledge

    &#61623          Now, the appeal header pledge total is still $1000 , whereas the Campaign Revenue Report appeal total has been reduced by $400 and now equals gifts plus pledges at $600

    &#61623          Basically, it looks like the write-off is being recognized in the Campaign Revenue Report, but not in the appeal header totals.

    Unless I am misunderstanding your response, it sounds like we do have a problem.  I'll submit a ticket.  Thanks!   Catherine

    On 1/29/2014 2:50 PM, Leslie McKinley wrote: 

    Yes its normal -- once you write something off the pledge is reduced and it no longer can be totaled for the appeal/campaign.
     
    -----Original Message-----
    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Catherine Goodwin
    Sent: Wednesday, January 29, 2014 2:37 PM
    To: McKinley, Leslie
    Subject: [Tessitura Development Forum] Pledge & Balance Totals in Appeal Header seem to include written-off pledges
     
    Is it normal behaviour that Pledge and Balance totals in Appeal headers would include pledge amounts that have been written off?  We have never 
    noticed this before, so I am assuming it is not normal.   Currently, the 
    appeal header totals do not balance against the Campaign Revenue Report, which lists revenue for the appeal and sources correctly (meaning after the write-off).
     
    If this sounds odd to others in the network, we will submit a ticket.  
    Thanks very much! Catherine
     
     
    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum.  You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums.
     
    In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending.  Thank you!
     
     
    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum.  You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums.
     
    In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending.  Thank you!




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!