I normally "lurk" the Forums, and I've recently submitted more questions that normal. Please forgive me for yet another question.
At Bass Hall-Fort Worth, there are many organizations that make pledges, and then make periodic pledge payments toward that pledge.Finance is very good about promptly making a deposit, but several days may pass before Development makes the contribution entry.I realize this may not be common practice for some organizations, but for several reasons it is the practical procedure for Bass Performance Hall.
During contribution entry, the user has the ability to specify the pledge payment date (at least, that appears to be the case).However, I cannot find that pledge payment date.
Example:A pledge of $1000 occurs on Jan. 1, and a pledge payment of $100 received Mar 1.The $100 from the pledge payment is deposited Mar 1, but the contribution entry for that $100 doesn't occur until Apr 1.On Apr 1, during the pledge payment process, our Dev contact selects the customer number, source, selects "Mar 1" date as the date, and clicks "Pledge Payment".Then, continues with the contribution process. Everything appears to work as expected; the contribution data is correct and reports are accurate.
I can see the $1000 pledge, and I can see the $100 pledge payment.But I can't see the Mar 1 date for that pledge payment. Instead, I see the entry date (Apr 1) for that $100 pledge payment. I can't find "Mar 1" anywhere.
It is not uncommon for an organization to call the office and ask "did you receive the pledge payment?".Our Dev contact can answer "Yes, the payment was received..." but can't provide the date - unless they walk to Finance to view the deposit slip.It appears the pledge payment date is not in Tessitura.
We reviewed most reports and the process in creating pledges and pledge payments.I searched T_CONTRIBUTION, T_TRANSACTION, T_PAYMENT, T_BATCH, and many other tables and some views.I can see the pledge, the pledge payments, and the entry date of all transactions.But I can't see the date the $100 pledge payment was "received"; I can't see "Mar 1 -- $100".
If I can find that date, I can try to add the value to a custom field or create a custom report.I know the payment box includes a Notes field, but I want to avoid a free-text field for this type of report/field.
Am I overlooking something obvious?, is our pledge payment process missing something?, or can someone provide some guidance?
Many ThanksWendell Baskin
Thank you, John ..
I searched T_SCHEDULE, but it displays the payment due date and not the payment date.
Hope all is well over there
Wendell
From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of John Trimble Sent: Thursday, October 16, 2014 17:35 To: Wendell Baskin Subject: RE: [Tessitura Development Forum] Missing pledge payment date?
T_SCHEDULE has one row per payment date, populated when the contributions batch is closed.
John Trimble Data and Prospect Manager Dallas Symphony Orchestra Morton H. Meyerson Symphony Center Schlegel Administrative Suites 2301 Flora Street Dallas, Texas 75201-2413 214-871-4041 - phone 214-981-2988 - fax j.trimble@DalSym.com www.MyDSO.com
From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Wendell Baskin Sent: Thursday, October 16, 2014 4:56 PM To: John Trimble Subject: [Tessitura Development Forum] Missing pledge payment date?
At Bass Hall-Fort Worth, there are many organizations that make pledges, and then make periodic pledge payments toward that pledge. Finance is very good about promptly making a deposit, but several days may pass before Development makes the contribution entry. I realize this may not be common practice for some organizations, but for several reasons it is the practical procedure for Bass Performance Hall.
During contribution entry, the user has the ability to specify the pledge payment date (at least, that appears to be the case). However, I cannot find that pledge payment date.
Example: A pledge of $1000 occurs on Jan. 1, and a pledge payment of $100 received Mar 1. The $100 from the pledge payment is deposited Mar 1, but the contribution entry for that $100 doesn't occur until Apr 1. On Apr 1, during the pledge payment process, our Dev contact selects the customer number, source, selects "Mar 1" date as the date, and clicks "Pledge Payment". Then, continues with the contribution process. Everything appears to work as expected; the contribution data is correct and reports are accurate.
I can see the $1000 pledge, and I can see the $100 pledge payment. But I can't see the Mar 1 date for that pledge payment. Instead, I see the entry date (Apr 1) for that $100 pledge payment. I can't find "Mar 1" anywhere.
It is not uncommon for an organization to call the office and ask "did you receive the pledge payment?". Our Dev contact can answer "Yes, the payment was received..." but can't provide the date - unless they walk to Finance to view the deposit slip. It appears the pledge payment date is not in Tessitura.
We reviewed most reports and the process in creating pledges and pledge payments. I searched T_CONTRIBUTION, T_TRANSACTION, T_PAYMENT, T_BATCH, and many other tables and some views. I can see the pledge, the pledge payments, and the entry date of all transactions. But I can't see the date the $100 pledge payment was "received"; I can't see "Mar 1 -- $100".
If I can find that date, I can try to add the value to a custom field or create a custom report. I know the payment box includes a Notes field, but I want to avoid a free-text field for this type of report/field.
Many Thanks Wendell Baskin
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