Open Batches at Post Time

We are beginning to run into problems of users not holding or closing their batches at the end of the workday, then, having to hold the post until the offending batch can be held/closed.  We were wondering how others deal with this problem.

Parents
  • We have enabled anyone with rights to post batches (Finance or Ticket Office managers) with the ability to run a report that allows him/her to close the batch. We usually do one post a day, in the morning, pre-dating the post to 11:59 pm the night before. This is so that we can include our web batch in the post. (Prior to live web sales, we posted at the end of the work day.)

     

    We’ve had the issue, a couple of times, where someone has not closed a controlled batch, and it is unable to be closed because it is out of balance. Our batch posters do not know enough about controlled batches to know what to do with them, so I’ve gotten called in to close the batch so that the posting can occur. That’s a training issue with new employees, so is pretty rare.

     

    Lucie

     

    From: Tessitura Technical Forum [mailto:forums-technical@tessituranetwork.com] On Behalf Of Lee Schlosser
    Sent: Monday, December 07, 2009 4:12 PM
    To: Lucie Spieler
    Subject: [Tessitura Technical Forum] Open Batches at Post Time

     

    We are beginning to run into problems of users not holding or closing their batches at the end of the workday, then, having to hold the post until the offending batch can be held/closed.  We were wondering how others deal with this problem.




    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!

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  • We have enabled anyone with rights to post batches (Finance or Ticket Office managers) with the ability to run a report that allows him/her to close the batch. We usually do one post a day, in the morning, pre-dating the post to 11:59 pm the night before. This is so that we can include our web batch in the post. (Prior to live web sales, we posted at the end of the work day.)

     

    We’ve had the issue, a couple of times, where someone has not closed a controlled batch, and it is unable to be closed because it is out of balance. Our batch posters do not know enough about controlled batches to know what to do with them, so I’ve gotten called in to close the batch so that the posting can occur. That’s a training issue with new employees, so is pretty rare.

     

    Lucie

     

    From: Tessitura Technical Forum [mailto:forums-technical@tessituranetwork.com] On Behalf Of Lee Schlosser
    Sent: Monday, December 07, 2009 4:12 PM
    To: Lucie Spieler
    Subject: [Tessitura Technical Forum] Open Batches at Post Time

     

    We are beginning to run into problems of users not holding or closing their batches at the end of the workday, then, having to hold the post until the offending batch can be held/closed.  We were wondering how others deal with this problem.




    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!

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  • Former Member
    Former Member $organization in reply to Lucie Spieler
    I wanted to mention here that it is the Network's policy to discourage the the automation of the closing or posting of batches.  This bypasses the standard error checking being done on the system and as Lucie points out can lead to problems with controlled batches.  When a batch is closed within the application, all credit cards charges in the batch are released for settlement, control batch totals are checked for accurracy, and all transactions in the batch are moved from the database's mirror tables into the standard data tables.  If a controlled batch is closed by simply updating its status, none of these things take place which could result in credit cards not being charged and double entry of data if a user notices that a transaction does not appear for a constituent and enters it again while the transaction is sitting in the mirror tables.
     
    I am sure a number of you have automated the batch closing process with success but wanted to point out these very important caveats which could have substantial financial ramifications.
     
    Bob


    From: Tessitura Technical Forum [mailto:forums-technical@tessituranetwork.com] On Behalf Of Lucie Spieler
    Sent: Monday, December 07, 2009 4:22 PM
    To: Robert Bell
    Subject: RE: [Tessitura Technical Forum] Open Batches at Post Time

    We have enabled anyone with rights to post batches (Finance or Ticket Office managers) with the ability to run a report that allows him/her to close the batch. We usually do one post a day, in the morning, pre-dating the post to 11:59 pm the night before. This is so that we can include our web batch in the post. (Prior to live web sales, we posted at the end of the work day.)

     

    We’ve had the issue, a couple of times, where someone has not closed a controlled batch, and it is unable to be closed because it is out of balance. Our batch posters do not know enough about controlled batches to know what to do with them, so I’ve gotten called in to close the batch so that the posting can occur. That’s a training issue with new employees, so is pretty rare.

     

    Lucie

     

    From: Tessitura Technical Forum [mailto:forums-technical@tessituranetwork.com] On Behalf Of Lee Schlosser
    Sent: Monday, December 07, 2009 4:12 PM
    To: Lucie Spieler
    Subject: [Tessitura Technical Forum] Open Batches at Post Time

     

    We are beginning to run into problems of users not holding or closing their batches at the end of the workday, then, having to hold the post until the offending batch can be held/closed.  We were wondering how others deal with this problem.




    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!




    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!