Hi
We have a number of contributions that have been processed under the incorrect Fund.
Is there any way to change the Fund without having to reverse the contribution and then create a new contribution with the correct Fund?
Thank you
Andrew
Hello! We had the same thing happen last fiscal year. There's no way that I know of on the "front end" of Tessitura to do this, but we were able to get our IT team to process the changes relatively easily. If you're only changing the fund (nothing else about the contributions), this is a pretty easy update to T_CONTRIBUTION. Good luck!
Hi Andrew,
I would caution against just updating the fund as the fund is what controls the GL. As painful as it is - I would recommend reversing the contribution and creating a new one with the correct fund.
Best,
Tanya
Hi Tanya, thanks for your reply. I thought that this may be the case. Shouldn't take more than a couple of hours to correct. Thanks for your advice. Andrew
Hi Katharine, many thanks for your suggestion to update the fund in T_Contribution. I think that if we did this that it might affect our other contributions so we might just reverse them and put them through again as new. Many thanks for you reply. Andrew
Just to clarify my original comment - in our case, we were only updating the fund number on a specific list of contributions. Nothing else about the GL changed for these specific contributions, so the only change in T_CONTRIBUTION was fund number (same contribution campaign, just moving from one unrestricted fund_no to another unrestricted fund_no). As long as the funds are correctly set up, you can do this. If the GLs are different, though, you can't do it. In our case, we had several hundred contributions that needed to be updated, so doing so manually wasn't an option. We provided a list of specific contributions (ref_no), along with old fund_no and new fund_no, to our IT team, and the update was pretty straightforward and didn't affect other contributions. I'm glad you have found a solution that works for you, but I just wanted to offer further explanation in case it might be helpful!
This is still a fairly risky thing to do as the fund is stored on the transaction as well. So the contribution table and transaction table are likely out of sync. As unpleasant a prospect as it is, the best way to handle this type of change is backing out the contribution and reprocessing it correctly.
Fair enough! It only worked in our specific case because the GLs were the same. It's not difficult to update both T_CONTRIBUTION and T_TRANSACTION, but of course you're correct that backing out each contribution and reprocessing it is the safer option.
I think everyone who uses Tessitura for gift processing knows that adjustments are often a total pain! In this specific case, we were trying to find a way to make things easier on our Gift Processing team, and it worked for us. Good luck! :)