Does anyone know, or has anyone been able to search for a patron by the check number paid on their order? We are attempting to track down an order, and would like to be able to look it up with the check number.
Hi Audrey,
This isn't possible from the constituent search screen. But depending on what details you know about this transaction and what access levels you have you should be able to find it with minimal effort.
If you know the day (or approximate day) of the order you could pull up the batches in batch administrator and look at the payments screen. The check no is stored there and that column can be sorted to help find a specific one in numerical order.
If you have someone on staff with SQL skills and access to the database it's probably fastest that way to track it down. Again, this would depend on how much information you know about that transaction so you can narrow it down. For example, if I know the check no and that the payment happened sometime in the first two weeks of May I would search for it using a query like this:
select distinct customer_no, check_name, check_no, batch_no from t_paymentwhere check_no = #### --insert check number hereand pmt_dt between '2015-05-01' and '2015-05-15' --insert date range here
There may be other ways to search as well that I'm not thinking of at the moment. But in case no one else chimes in, I hope one of these will prove helpful!