Matching Gift Adjustments

Hi Jan,

I've come across this same issue before and sadly I have not had the chance to try all the options below but I did open a ticket and this was the information that was supplied.

The two types of credits you can adjust are Matching Gifts and gifts credited on the Matching/Credit tab. When you make an adjustment to a credited gift you will need to make adjustments for the credits as well for T_CREDITEE to be updated properly.
For a matching gift:
1. Make the adjustment to the original gift using the Adjust button.
2. Load the Matching Contribution.
3. Adjust the matching contribution appropriately for the matching ratio.
4. Before clicking saving the contribution on the matching adjustment go to the Matching/Credit tab.
5. In the Credit Window you should see the credit. Delete the credit for the original amount.
6. Add a new credit with the adjusted amount with a creditee type of Matching Gift. (Or whichever creditee type is appropriate.)
7. Save the contribution

For a credited gift adjustment load the original contribution; make the adjustment and then go to step 4 of the above steps. In step 6 select the appropriate creditee type.

When you are trying to remove benefits or delete any type of creditee that involves a membership transaction, change the creditee type to a creditee type that doesn't affect memberships. Save your changes.  If you are working in a controlled batch, you have to close and post your batch after changing the creditee type.  Then try deleting the creditee record on the Matching/Credit tab in contribution entry.  Lastly, you have to manually adjust any affected memberships.

Also I was told that if none of these work and the credit is zero you can run the following statement replacing the *** with the appropriate id numbers.
(testing is of course always advised)

use impresario
go
delete t_creditee
where ref_no = ***
and creditee_no = ***

Thank you, Ryan.  I'll add this to our Development Batch list of things to watch out for.

Jan

Thank you, Ryan.  I'll add this to our Development Batch list of things to watch out for.

Jan