Backdating Pledge Contribution Dates

Although it is not possible to change the Transaction date on a pledge payment as the Transaction date for any financial transaction will always be associated with the current date, it is possible to backdate the Payment date associated with a Pledge Payment.  As outlined in TASK knowledgebase Solution # 19536, here are the steps to take to enable this feature.

1)     Create an entry in T_DEFAULTS with the parent_name 'IMPRESARIO', field name 'CONTRIBUTION PMT DATE CHANGE' and the value 'Yes'.  If this entry does not exist, or the value is 'No', the current date and time will be used as the payment date, regardless of what is entered in the contribution editor date field.  If this entry is added or updated in T_DEFAULTS, you must log out of Tessitura and back in again for the new entry to become activated

2)     Open the Contribution Editor and select the Constituent making the payment.

3)     Open the payment window, enter the payment and click 'OK'

4)     Select the Source Code.

5)     If the Existing Contributions Window pops up click 'Cancel'; do not select a pledge for payment at this point.

6)     Edit the date in the date field to reflect the desired Pledge Payment Date

7)     Click on the 'Pledge Payment' button. At this point the Existing Contributions Window should pop up and you can now select the pledge for payment.

8)     When the Pledge is saved, the newly entered payment will reflect the backdated payment date.

Please note that the order of the steps outlined above must be followed exactly.

Bob

From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Dale Aucoin
Sent: Thursday, December 15, 2011 10:09 AM
To: Robert Bell
Subject: Re: [Tessitura Development Forum] Backdating Pledge Contribution Dates

Susan,

It is not possible to backdate a pledge payment.  You can alter the date on a pledge or a gift but a payment is a transaction as such gets tagged with the date it is processed.

Dale

Hi,

We are trying to backdate a contribution that we have received towards a pledge.  When we created a new batch and amended the date of the pledge it processed the payment outside of the pledge.   When we  then backed this transaction out it goes back into the pledge but dates it as todays date!!!  Any ideas would be greatly appreciated.

Thanks

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Although it is not possible to change the Transaction date on a pledge payment as the Transaction date for any financial transaction will always be associated with the current date, it is possible to backdate the Payment date associated with a Pledge Payment.  As outlined in TASK knowledgebase Solution # 19536, here are the steps to take to enable this feature.

1)     Create an entry in T_DEFAULTS with the parent_name 'IMPRESARIO', field name 'CONTRIBUTION PMT DATE CHANGE' and the value 'Yes'.  If this entry does not exist, or the value is 'No', the current date and time will be used as the payment date, regardless of what is entered in the contribution editor date field.  If this entry is added or updated in T_DEFAULTS, you must log out of Tessitura and back in again for the new entry to become activated

2)     Open the Contribution Editor and select the Constituent making the payment.

3)     Open the payment window, enter the payment and click 'OK'

4)     Select the Source Code.

5)     If the Existing Contributions Window pops up click 'Cancel'; do not select a pledge for payment at this point.

6)     Edit the date in the date field to reflect the desired Pledge Payment Date

7)     Click on the 'Pledge Payment' button. At this point the Existing Contributions Window should pop up and you can now select the pledge for payment.

8)     When the Pledge is saved, the newly entered payment will reflect the backdated payment date.

Please note that the order of the steps outlined above must be followed exactly.

Bob

From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Dale Aucoin
Sent: Thursday, December 15, 2011 10:09 AM
To: Robert Bell
Subject: Re: [Tessitura Development Forum] Backdating Pledge Contribution Dates

Susan,

It is not possible to backdate a pledge payment.  You can alter the date on a pledge or a gift but a payment is a transaction as such gets tagged with the date it is processed.

Dale

Hi,

We are trying to backdate a contribution that we have received towards a pledge.  When we created a new batch and amended the date of the pledge it processed the payment outside of the pledge.   When we  then backed this transaction out it goes back into the pledge but dates it as todays date!!!  Any ideas would be greatly appreciated.

Thanks

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!