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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
Parents
  • $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


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  • $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!


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!
Children