Membership Amount column not reliable

I don't usual use the amount columns in the membership record, but calc them on the fly from the contributions linked to the membership. For example:

select m.customer_no, m.cust_memb_no, sum(cont_amt), sum(recd_amt)
from tx_cust_membership m
join tx_cont_memb cm on m.cust_memb_no = cm.cust_memb_no
join t_contribution c on cm.cont_ref_no = c.ref_no
group by m.customer_no, m.cust_memb_no

This does require that all your memberships are 'backed up' by contributions.

Hope this helps,

David

Hello,

My apologies if this issue has been addressed, I wasn't able to find a similar post using keyword searches.

We would love to start running reports based on Membership Details, but the Amount column is not reliable. Often we have to deactivate memberships that were incorrectly set up and reenter them, in which case the Member Amount of their reentered membership is $0. Also, for reasons that we can't explain, the Membership window does not always show up in the contribution editor: where is usually is there's a blank blue square. 

Has anyone had a simliar problem? How can these memberships be fixed so that they represent the correct amount pledged for their member level? Can this be done without updating them directly in the tables. And if we did do that, would other areas be negatively affected?

Any ideas would be greatly appreciated. Thank you!

Kelly

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I don't usual use the amount columns in the membership record, but calc them on the fly from the contributions linked to the membership. For example:

select m.customer_no, m.cust_memb_no, sum(cont_amt), sum(recd_amt)
from tx_cust_membership m
join tx_cont_memb cm on m.cust_memb_no = cm.cust_memb_no
join t_contribution c on cm.cont_ref_no = c.ref_no
group by m.customer_no, m.cust_memb_no

This does require that all your memberships are 'backed up' by contributions.

Hope this helps,

David

Hello,

My apologies if this issue has been addressed, I wasn't able to find a similar post using keyword searches.

We would love to start running reports based on Membership Details, but the Amount column is not reliable. Often we have to deactivate memberships that were incorrectly set up and reenter them, in which case the Member Amount of their reentered membership is $0. Also, for reasons that we can't explain, the Membership window does not always show up in the contribution editor: where is usually is there's a blank blue square. 

Has anyone had a simliar problem? How can these memberships be fixed so that they represent the correct amount pledged for their member level? Can this be done without updating them directly in the tables. And if we did do that, would other areas be negatively affected?

Any ideas would be greatly appreciated. Thank you!

Kelly

This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Technical Forum. You may reply to this message to post to the Technical 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!