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Pledge Billing

A. Rey Pamatmat
$organization

Hey folks,

I set up Auto Pledge Billing, but something strange is going on.

When I run the utility in Preview mode (Update Flag: N), I get the correct list of all my folks with credit card payments due. However, when I run it with Update Flag: Y to actually perform a billing run, Tess opens a batch, creates a source group in the appropriate appeal, and then closes and posts the batch without charging any of the cards.

Has anyone run into a similar problem? Does anyone know what step in set-up I might have missed? Or is something broken?

Thanks in advance,

Rey

Parents
  • $organization
    Rey,
    have you run the pledge billing summary?
    does that tell you anything helpful?
     
    Monika
     
    Monika Jouvert
    Brooklyn Academy of Music
    Development Business Process Director
    718.623.7810 x6 / internally x4253
     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of A. Rey Pamatmat
    Sent: Thursday, October 01, 2009 4:26 PM
    To: Monika Jouvert
    Subject: [Tessitura Development Forum] Pledge Billing

    Hey folks,

    I set up Auto Pledge Billing, but something strange is going on.

    When I run the utility in Preview mode (Update Flag: N), I get the correct list of all my folks with credit card payments due. However, when I run it with Update Flag: Y to actually perform a billing run, Tess opens a batch, creates a source group in the appropriate appeal, and then closes and posts the batch without charging any of the cards.

    Has anyone run into a similar problem? Does anyone know what step in set-up I might have missed? Or is something broken?

    Thanks in advance,

    Rey




    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 in reply to Monika Jouvert (Past Member)

    Hey Monika,

     

    Thanks for your input, but we figured it out. It was a strange snafu that will probably never happen to anyone else. But just in case it does, here’s what went wrong…

     

    The first time we ran the Pledge Billing Utility there was an error because the source group that the utility assigned when it created a Source had been deleted by a previous Database Admin. So half the procedure ran and then it failed. We closed out that batch manually, assigned the new source group we were using, and then ran the report again.

     

    Apparently, there is a command in the procedure that freezes all of the constituents in a billing run so that no other operators can do work in their record until it closes out. Since the procedure failed partway through, the records were never un-frozen. Our IT guys did their magic on the backend, freed the records up to be modified again, and we re-ran the Pledge Billing utility successfully.

     

    Thanks all,

     

    Rey

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Monika Jouvert
    Sent: Thursday, October 01, 2009 5:51 PM
    To: Rey Pamatmat
    Subject: RE: [Tessitura Development Forum] Pledge Billing

     

    Rey,

    have you run the pledge billing summary?

    does that tell you anything helpful?

     

    Monika

     

    Monika Jouvert

    Brooklyn Academy of Music

    Development Business Process Director

    718.623.7810 x6 / internally x4253

    mjouvert@bam.org

    http://www.bam.org

     

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of A. Rey Pamatmat
    Sent: Thursday, October 01, 2009 4:26 PM
    To: Monika Jouvert
    Subject: [Tessitura Development Forum] Pledge Billing

    Hey folks,

    I set up Auto Pledge Billing, but something strange is going on.

    When I run the utility in Preview mode (Update Flag: N), I get the correct list of all my folks with credit card payments due. However, when I run it with Update Flag: Y to actually perform a billing run, Tess opens a batch, creates a source group in the appropriate appeal, and then closes and posts the batch without charging any of the cards.

    Has anyone run into a similar problem? Does anyone know what step in set-up I might have missed? Or is something broken?

    Thanks in advance,

    Rey




    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!

Reply
  • $organization in reply to Monika Jouvert (Past Member)

    Hey Monika,

     

    Thanks for your input, but we figured it out. It was a strange snafu that will probably never happen to anyone else. But just in case it does, here’s what went wrong…

     

    The first time we ran the Pledge Billing Utility there was an error because the source group that the utility assigned when it created a Source had been deleted by a previous Database Admin. So half the procedure ran and then it failed. We closed out that batch manually, assigned the new source group we were using, and then ran the report again.

     

    Apparently, there is a command in the procedure that freezes all of the constituents in a billing run so that no other operators can do work in their record until it closes out. Since the procedure failed partway through, the records were never un-frozen. Our IT guys did their magic on the backend, freed the records up to be modified again, and we re-ran the Pledge Billing utility successfully.

     

    Thanks all,

     

    Rey

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Monika Jouvert
    Sent: Thursday, October 01, 2009 5:51 PM
    To: Rey Pamatmat
    Subject: RE: [Tessitura Development Forum] Pledge Billing

     

    Rey,

    have you run the pledge billing summary?

    does that tell you anything helpful?

     

    Monika

     

    Monika Jouvert

    Brooklyn Academy of Music

    Development Business Process Director

    718.623.7810 x6 / internally x4253

    mjouvert@bam.org

    http://www.bam.org

     

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of A. Rey Pamatmat
    Sent: Thursday, October 01, 2009 4:26 PM
    To: Monika Jouvert
    Subject: [Tessitura Development Forum] Pledge Billing

    Hey folks,

    I set up Auto Pledge Billing, but something strange is going on.

    When I run the utility in Preview mode (Update Flag: N), I get the correct list of all my folks with credit card payments due. However, when I run it with Update Flag: Y to actually perform a billing run, Tess opens a batch, creates a source group in the appropriate appeal, and then closes and posts the batch without charging any of the cards.

    Has anyone run into a similar problem? Does anyone know what step in set-up I might have missed? Or is something broken?

    Thanks in advance,

    Rey




    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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