Hi everyone,
An industrious colleague of mine in the Finance department stumbled across the report Payment Details for Refunds and came to me with hopes it would help her keep track of credit card refunds processed in the Box Office.
In looking into the report, I discovered it has never been used for it's intended purposes of adding a refund date to T_PAYMENT. Every single refund_dt field is NULL in our environment. The report seems somewhat circular- run it to add a refund date, and then run it to view the refunds.. you just created?
So a couple of questions:
- Do any of your orgs use this report, whether to update Refund Date, or to track credits in other ways?
- Can anyone confirm that this is the only method of adding or updating a refund_dt to T_PAYMENT as of 12.1 / 12.5? (We are in 12.1 now but plan to upgrade in the next month.)
- I see in system documentation that there is a Refund Prior Payments button added to the Payments window in 12.5. By any chance does using this make changes to refund_dt in T_PAYMENT?
Thanks,
Frannie
Part of this is that prior to the "Refund Prior Payments" button in 12.5 (which I _believe_ only works with Element, but I may be wrong there) all refunds processed through tessitura were "blind" refunds -- i.e. not explicitly connected to the original charge, as far as the payment gateway and processing was concerned.
I believe Payment Details for Refunds is an older report, and was designed with the idea that you would be processing those refunds outside of Tessitura -- so the option to update the refund_dt column was a way to indicate that something happened with this payment outside of the tessi sphere of influence. If that's true, it may be the case that refund_dt is effectively obsolete, and any "refund prior payments" transactions are trackable through more direct means.
HTH!