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
  • Dale & Elizabeth, you’re both geniuses!  It totally worked!!

     

    We’re essentially trying to refund the gift b/c it was a test entry.  I’m sure we won’t need to adjust these kinds of gifts going forward, but it’s always good to have some kind of adjustment-ability. I just don’t want us to be in a situation where we’d need to adjust an actual customer’s transaction and be unable to do so.  But now we know the trick!

     

    Thank you so much!

     

    Christine Pellerin  Development Coordinator
    Soulpepper Theatre Company

    T 416.203.6264 x.145
    F 416.203.1531
    W
    soulpepper.ca


    Young Centre for the Performing Arts
    Distillery Historic District

    50 Tank House Lane
    Toronto, ON, M5A 3C4


    Box Office: 416.866.8666

     

    Donate Now to Soulpepper online at http://www.soulpepper.ca/donation.aspx

     

    Follow Us: 
    Description: Description: FacebookDescription: Description: TwitterDescription: Description: YouTube

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Beth Varro
    Sent: Tuesday, July 24, 2012 5:44 PM
    To: christine@soulpepper.ca
    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
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Reply
  • Dale & Elizabeth, you’re both geniuses!  It totally worked!!

     

    We’re essentially trying to refund the gift b/c it was a test entry.  I’m sure we won’t need to adjust these kinds of gifts going forward, but it’s always good to have some kind of adjustment-ability. I just don’t want us to be in a situation where we’d need to adjust an actual customer’s transaction and be unable to do so.  But now we know the trick!

     

    Thank you so much!

     

    Christine Pellerin  Development Coordinator
    Soulpepper Theatre Company

    T 416.203.6264 x.145
    F 416.203.1531
    W
    soulpepper.ca


    Young Centre for the Performing Arts
    Distillery Historic District

    50 Tank House Lane
    Toronto, ON, M5A 3C4


    Box Office: 416.866.8666

     

    Donate Now to Soulpepper online at http://www.soulpepper.ca/donation.aspx

     

    Follow Us: 
    Description: Description: FacebookDescription: Description: TwitterDescription: Description: YouTube

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Beth Varro
    Sent: Tuesday, July 24, 2012 5:44 PM
    To: christine@soulpepper.ca
    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!

Children
  • Former Member
    Former Member $organization in reply to Christine Pellerin

    We were having the same problem with not being able to edit Web donations and when we searched in Transactions in the Box Office Module by Constituent ID the transactions still did not come up. BUT, if we searched by Order Number the order came up and we were able to put the money On Account by zeroing out the donation. I was then able to use the On Account monies in Contributions to make a new contribution.

    Note: In order to be successful in this with our permissions I had to login both as Box Office and Development for different parts of this process. This all depends on your permissions.

    Amy Beth Nolte

    Management Associate

    Seattle Children's Theatre

  • Former Member
    Former Member $organization in reply to Former Member

    Hello! I know this post is from 2012, but hopefully someone can help me out with this. I see replies of "zero out the contribution and put the money on account." When I'm in the ticket order in the contributions tab, I am unable to set the contribution to zero. I also don't know how to put the money on account properly. I get the error "No fund/Campaign found for fund id 10." and I don;t know what that means. Would someone be able to give me a step-by-step process for adjusting a contributions made in a ticket order on TNEW so I can put it to the right fund?

     

    Thanks,

    Laura MacKay, CTA

    Witte Museum

    San Antonio, TX

  • Former Member
    Former Member $organization in reply to Former Member

    Nevermind! I kept trying over and over and finally it let me do it. I think we're just having sytstem issues.

     

    Thanks,

    Laura MacKay, CTA

    Witte Museum

    San Antonio, TX

  • I am having this same error... no idea I checked setup so no good reason for the error...