Yesterday I entered a gift and it upgraded a current membership in a patron's record. My intent was to create a new pending membership for the upcoming 09/10 season. They paid really early, so by the rules we have setup it did what it was supposed to do.
So my question is two-fold 1. How to I correct this, and 2. for future gift entry, how do I make tessitura know I intend for the gift to create a new pending membership.
and to answer the first part, you will need to adjust the gift to zero and follow Sarah's advice when you re-enter it.
Is the 'Allocate Funds' button something fairly new? I've had a search through the 9.0 version notes and couldn't find anything satisfactory.
Our annual subscription payments are all in the Autumn and so we don't look at this sort of thing for months at a time. The Membership department have just started to put some really early pledges on and are finding this extra button means that something that was automatic is now more manual!
Can I switch it off?
Thanks, Suzanne.
Hi Suzanne,
I think the allocate funds button has been here since the get-go, at least I know it's older than v5.5 since there was a bug fix done at that time.
The purpose behind this option is to actually override the rules outlined in your membership setup so if they are using this option when processing pledges that is probably because your membership renewal rule states that it is still too early to automatically renew a membership.
Here is a bit of text about this taken from the Memberships document which also outlines all the different times you may need to use this option as well as how these rules are set up.
"If a contribution is made prior to the renewal period for a current membership record, it is automatically applied to upgrading the membership. To instead apply the additional contribution to renewing the membership, click the Allocate Funds button."
Hope this helps.