Editing auto-entry contributions

We recently went live with a TNEW Express Web site, and part of the functionality involved auto-contribution entry into a person's account when making a web donation.  By this I mean that if someone made a donation, it would automatically appear in their account in the contribution tab. No messing around with on-accounts etc.

From a functional standpoint, it works beautifully (magically, even!) but I noticed that we are unable to adjust that contribution later on.  We discovered this when doing a test transaction (following the live conversion) in order to ensure that the credit card server was working correctly with TNEW.  We figured that afterwards we could go back and refund this transaction.  But no such luck.  When I tried, I got a pop-up message that said there were no eligible contributions.  The usual adjustment window that shows recent contributions didn't even appear, even though there is definitely a contribution in that person's account.

We've looked at the set up and can't figure out what the problem is.  It's not a new campaign or fund, and the TNEW table that built this auto-donation-entry functionality even has a checkbox selected in a column that says something to the effect of "contribution editable".

Do anyone have an idea as to what the obstacle could be?  I've never come across an issue like this. 

Thanks!

 

Parents
  • This sounds a lot like what I deal with often when adjusting our web and box office sales. As Beth suggested, you will likely have to go into the orders module in order to either fully adjust the gift or (as we do) put the money on account and re-open the batch in the contributions module in order to properly re-sell the gift.

     

    I have previously noticed that pop-up when a constituent only has contributions made through the orders module. Simply go in and adjust the order to put the money on account and you should be fine.

     

    Laine

     

    ---

     

    Move smartly, me hearties - the pirates have landed! In the Real Pirates exhibition, discover the true story of the Whydah, from her historic transformation from slave ship to pirate ship to her final resting place on the ocean floor. See cannons, swords and real treasure, learn what happened “below decks,” meet members of the Whydah’s crew, explore underwater archaeology, and more. Learn more and buy tickets at smm.org/pirates.

     

    Laine Kyllonen

    Gift Processing Coordinator

    Science Museum of Minnesota

    (651) 265-9870

     

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Beth Varro
    Sent: Tuesday, July 24, 2012 4:44 PM
    To: lkyllonen@smm.org
    Subject: Re: [Tessitura Development Forum] Editing auto-entry contributions

     

    My guess is that it's because all web transactions, including donations, are made via a ticket order.  You can't edit a contribution made in the ticket order module via the contribution module.  We aren't on TNEW, but over half our gifts are made via the box office or the web, so we see this all the time.  Though it is odd that there was a popup about "contribution editable"...

    What kind of adjustments are you trying to make? You may have to do a workaround to make them happen...

    * * *
    Move smartly, me hearties - the pirates have landed! In the Real Pirates exhibition, discover the true story of the Whydah, from her historic transformation from slave ship to pirate ship to her final resting place on the ocean floor. See cannons, swords and real treasure, learn what happened “below decks,” meet members of the Whydah’s crew, explore underwater archaeology, and more. Learn more and buy tickets at smm.org/pirates.


    Elizabeth A Varro
    Membership Manager
    Science Museum of Minnesota
    (651) 265-9829


    From: "Boann Petersen" <bounce-boannpetersen5924@tessituranetwork.com>
    To: bvarro@smm.org
    Sent: Tuesday, July 24, 2012 4:19:17 PM
    Subject: Re: [Tessitura Development Forum] Editing auto-entry contributions

    This is an absolute shot in the dark, but would batch type or user group be an issue?   Since the contribution was made by the web user, maybe you need to log in as the web user and/or use a web batch to make an adjustment to the contribution.

    From: Christine Pellerin <bounce-christinepellerin6246@tessituranetwork.com>
    Sent: 7/24/2012 4:01:37 PM

    We recently went live with a TNEW Express Web site, and part of the functionality involved auto-contribution entry into a person's account when making a web donation.  By this I mean that if someone made a donation, it would automatically appear in their account in the contribution tab. No messing around with on-accounts etc.

    From a functional standpoint, it works beautifully (magically, even!) but I noticed that we are unable to adjust that contribution later on.  We discovered this when doing a test transaction (following the live conversion) in order to ensure that the credit card server was working correctly with TNEW.  We figured that afterwards we could go back and refund this transaction.  But no such luck.  When I tried, I got a pop-up message that said there were no eligible contributions.  The usual adjustment window that shows recent contributions didn't even appear, even though there is definitely a contribution in that person's account.

    We've looked at the set up and can't figure out what the problem is.  It's not a new campaign or fund, and the TNEW table that built this auto-donation-entry functionality even has a checkbox selected in a column that says something to the effect of "contribution editable".

    Do anyone have an idea as to what the obstacle could be?  I've never come across an issue like this. 

    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!

     




    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!

Reply
  • This sounds a lot like what I deal with often when adjusting our web and box office sales. As Beth suggested, you will likely have to go into the orders module in order to either fully adjust the gift or (as we do) put the money on account and re-open the batch in the contributions module in order to properly re-sell the gift.

     

    I have previously noticed that pop-up when a constituent only has contributions made through the orders module. Simply go in and adjust the order to put the money on account and you should be fine.

     

    Laine

     

    ---

     

    Move smartly, me hearties - the pirates have landed! In the Real Pirates exhibition, discover the true story of the Whydah, from her historic transformation from slave ship to pirate ship to her final resting place on the ocean floor. See cannons, swords and real treasure, learn what happened “below decks,” meet members of the Whydah’s crew, explore underwater archaeology, and more. Learn more and buy tickets at smm.org/pirates.

     

    Laine Kyllonen

    Gift Processing Coordinator

    Science Museum of Minnesota

    (651) 265-9870

     

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Beth Varro
    Sent: Tuesday, July 24, 2012 4:44 PM
    To: lkyllonen@smm.org
    Subject: Re: [Tessitura Development Forum] Editing auto-entry contributions

     

    My guess is that it's because all web transactions, including donations, are made via a ticket order.  You can't edit a contribution made in the ticket order module via the contribution module.  We aren't on TNEW, but over half our gifts are made via the box office or the web, so we see this all the time.  Though it is odd that there was a popup about "contribution editable"...

    What kind of adjustments are you trying to make? You may have to do a workaround to make them happen...

    * * *
    Move smartly, me hearties - the pirates have landed! In the Real Pirates exhibition, discover the true story of the Whydah, from her historic transformation from slave ship to pirate ship to her final resting place on the ocean floor. See cannons, swords and real treasure, learn what happened “below decks,” meet members of the Whydah’s crew, explore underwater archaeology, and more. Learn more and buy tickets at smm.org/pirates.


    Elizabeth A Varro
    Membership Manager
    Science Museum of Minnesota
    (651) 265-9829


    From: "Boann Petersen" <bounce-boannpetersen5924@tessituranetwork.com>
    To: bvarro@smm.org
    Sent: Tuesday, July 24, 2012 4:19:17 PM
    Subject: Re: [Tessitura Development Forum] Editing auto-entry contributions

    This is an absolute shot in the dark, but would batch type or user group be an issue?   Since the contribution was made by the web user, maybe you need to log in as the web user and/or use a web batch to make an adjustment to the contribution.

    From: Christine Pellerin <bounce-christinepellerin6246@tessituranetwork.com>
    Sent: 7/24/2012 4:01:37 PM

    We recently went live with a TNEW Express Web site, and part of the functionality involved auto-contribution entry into a person's account when making a web donation.  By this I mean that if someone made a donation, it would automatically appear in their account in the contribution tab. No messing around with on-accounts etc.

    From a functional standpoint, it works beautifully (magically, even!) but I noticed that we are unable to adjust that contribution later on.  We discovered this when doing a test transaction (following the live conversion) in order to ensure that the credit card server was working correctly with TNEW.  We figured that afterwards we could go back and refund this transaction.  But no such luck.  When I tried, I got a pop-up message that said there were no eligible contributions.  The usual adjustment window that shows recent contributions didn't even appear, even though there is definitely a contribution in that person's account.

    We've looked at the set up and can't figure out what the problem is.  It's not a new campaign or fund, and the TNEW table that built this auto-donation-entry functionality even has a checkbox selected in a column that says something to the effect of "contribution editable".

    Do anyone have an idea as to what the obstacle could be?  I've never come across an issue like this. 

    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!

     




    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!

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