The other day I was adjusting a matching gift, but in the contribution editor the membership did not appear at all. I could adjust the gift, but not the membership nor the credited amount on the Matching/Credit tab. When the campaign is assigned to a membership Tessitura will not allow any adjustment on this tab. But since there is nothing in the membership tab to adjust/change, an adjustment to the membership/credited amount is not possible. Going into the matching gift record the gift amount on the donation tab for creditees shows the original amount, not the adjusted amount. A similar situation has occurred when trying to adjust the creditee for a gift from an Individual Foundation; when the membership doesn’t appear in the contribution editor, we can remove the soft credit from one record, but cannot assign it to another. On rare occasion, the membership will be visible during an adjustment, but more often than not it it's missing in the editor.
Has anyone else experience this? And is there a fix?
I've found that any time I adjust a soft credit that is part of a membership (which is often the case) I need to manually edit the t_creditee table afterwards.I think this is just the way it is, but would love if the table updated automatically upon adjustment.
Ditto on what Ryan said. Here's the SQL script you (or someone in IT) will need to run to change the Soft Creditee on the contribution record:
1. First run this script below. This basically runs all gifts/pledges that were adjusted down to $0.
SELECT t_contribution.cont_amt, t_contribution.customer_no, t_contribution.notes, t_creditee.*from t_creditee JOIN t_contribution ON t_creditee.ref_no = t_contribution.ref_nowhere t_contribution.cont_amt = 0
(Optional) Run the following script to decode the Creditee_Type column in the results from numbers to actual text definitions if you want to replace them with something less PC to understand:
SELECT * from TR_CREDITEE_TYPE
2. In the case where the soft credittee wasn't recorded in the adjustment, I'd recommend double checking each record in Tess to make sure this information exists in the subsequent contribution entry. That way you don't lose all information about the creditee in the case where it didn't transfer in the adjustment.
3. Narrow down all the records from these results, and take note of the Ref_No column, because you'll be using it in this next delete script. You'll have to change each gift based on the reference no of the contribution. NOTE OF CAUTION: BE CAREFUL WHEN RUNNING, IT PERMANENTLY DELETES INFORMATION FROM TESSITURA:
DELETE from t_creditee where ref_no = ###
(Replace the ### with the ref_no attached to the specific contribution you'd like to delete from the system)
Repeat step 3 every gift you want to adjust out the creditee from - making absolutely sure that you're using the correct Ref_No per contribution you're wanting to remove the soft creditee from.