Hello,
We have had a few contributions added to records in error. What is the safest way to remove these? They are in a uncontrolled batch.
Thanks in advance
Kelly
I perform refunds or adjustments to the contributions as necessary. If I am touching multiple records, I take notes and write down my steps; taking extra care to be sure I only perform the refund or adjustment once.
To see if refunds or adjustment procedures apply for you in this case, they are located in the Contributions Documentation at TessituraNetwork.com.
Side Note – when performing adjustments and refunds does not remove the original incorrect entry. It will just zero out the entry.
I hope it helps.
Marie
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Marie Kocher | Development Assistant
Kansas City Ballet | Todd Bolender Center for Dance & Creativity
500 W. Pershing Road, Kansas City, MO 64108
816.216.5582 (D) | 816.931.2232 x1382 (O) | 816.931.1172 (fax)
kcballet.org
From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Kelly Enderwick Sent: Thursday, June 19, 2014 5:34 AM To: Marie Kocher Subject: [Tessitura Development Forum] Deleting Contributions
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I would think adjusting the contributions down to zero would be the best practice in situations like this. Once transactions are committed to the database, like they are in an uncontrolled batch, it is generally not a good idea to try and remove them since they touch a large number of tables in the system. Adjusting will ensure that the data tables aren't incorrectly edited and will eliminate any unforeseen consequences. Since you are in an uncontrolled batch, you can probably adjust the contributions within the same batch. At the very least you can open a new batch once this one is closed, make the adjustments, and then post the two batches together so that the errors don't show up in the accounting.