Hello everyone,
I was wondering if anyone had a SQL query which will bulk write-off on-account money to another payment method.
Thanks everso much
Grae
Hi Graeme,
I just posted the query I use annually to expire On Account money to my profile. I run the On Account Tracking report and save to excel and then manipulate to only keep the ones I want to expire. I load this back into List Manager for the query.
Obviously, you'll need to test this in your own test environment first, but it's worked well for me.
Michele