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!
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:
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!