Backstory - A frequent donor was a middleman and made an online donation for someone else who's not particularly skilled with technology, and would like us to make sure that donation gets credited to the right person.
Is there any way to move a donation to a different constituent? Or is there a best practices method for doing it to ensure proper reporting and record keeping?
Nik Mahapatra said:Is there any way to move a donation to a different constituent?
Both of the solutions suggested already sound good and resourceful. When the occasional "that should have been booked on John Doe Family Fnd rather than John Doe himself" situation has arisen here, I've found updating T_CONTRIBUTION (as well as T_PAYMENT and/or T_CREDITEE as/if needed) via SSMS, works perfectly, too.
Nik Mahapatra said:Or is there a best practices method for doing it to ensure proper reporting and record keeping?
As long as the contribution itself isn't altered in a way that affects the batch, you should be fine. We've always added a note to the contrib describing the update as well.