We are seeing membership records with inconsistencies whereby a Merge or convert cust type puts the state of the data in a way that cannot be reported on with accuracy. We would like to put in a job or infiltrate the Merge Process to resolve and basically recalculate all memberships to ensure the data is consistent with reporting needs.
I don't suppose anyone has advice or code as a jumping off point.
Many thanks
-Julie Carmody
The Metropolitan Museum of Art, NYC
Alas not in all circumstances.
From: Tessitura Technical Forum [mailto:forums-technical@tessituranetwork.com] On Behalf Of Brian Wilbur Grundstrom Sent: Tuesday, 10 January 2017 3:44 AM To: Dale Bradbury Subject: RE: [Tessitura Technical Forum] Membership Recalc
Doesn’t the “Membership Update Utility” in reports update this data?
BRIAN WILBUR GRUNDSTROM | Database Administrator SHAKESPEARE THEATRE COMPANY Recipient of the 2012 Regional Theatre Tony Award® 516 Eighth Street, SE | Washington, DC 20003-2834 p 202.547.3230 ext. 2216 | c 917.952.7957 bwg@shakespearetheatre.org www.shakespearetheatre.org www.brianwilbur.com 2016|2017 SEASON •• Shakespeare’s ROMEO & JULIET • Norman, Simon & Burnett’s THE SECRET GARDEN • Bartlett’s KING CHARLES III • Elevator Repair Service’s THE SELECT (THE SUN ALSO RISES) • Shakespeare’s MACBETH • Ives’s THE SCHOOL FOR LIES
From: Tessitura Technical Forum [mailto:forums-technical@tessituranetwork.com] On Behalf Of Dale Bradbury Sent: Friday, January 06, 2017 5:38 PM To: Brian W. Grundstrom Subject: Re: [Tessitura Technical Forum] Membership Recalc
Hi John,
Yes I understand that the system does not touch the Recognition amount field after it initially populates it, for the reasons you state. I am referring to the other 2 fields: Amount and AVC, which are not manually editable and are system driven. I am looking for a way to nudge the system to recalc them in bulk, because there are circumstances where the system is failing to do if for us.
cheers
Dale
Sent from my iPad
On 7 Jan 2017, at 3:46 AM, John Trimble <bounce-johntrimble1340@tessituranetwork.com> wrote:
Unless it's changed recently, or possibly a long-forgotten customization in our system: if the recognition amount is manually set, which I think technically includes a simple stray click in the recognition amount field, then it locks out future automatic updates. I understood this is intended to facilitate "honorary" membership recognition not being refigured every time an honored member makes a small additional donation. From: Tessitura Technical Forum [forums-technical@tessituranetwork.com] on behalf of Dale Bradbury [bounce-dalebradbury6800@tessituranetwork.com] Sent: Thursday, January 05, 2017 11:33 PM To: John Trimble Subject: Re: [Tessitura Technical Forum] Membership Recalc Hi Julie, I am also noticing issues whereby the membership Amount and AVC are not automatically recalculating when an adjustment is made (such as a refund of a contribution). Although the Recalc button is there for an operator to force this, it seems there is no way to trigger a 'refresh' across the whole membership database to re-establish a logical equilibrium between the contributions and the membership values. So I'd also be interested in hearing about any ways people may have overcome this. Thanks Dale From: Julie Carmody <bounce-juliecarmody9441@tessituranetwork.com> Sent: 12/14/2016 2:01:32 PM We are seeing membership records with inconsistencies whereby a Merge or convert cust type puts the state of the data in a way that cannot be reported on with accuracy. We would like to put in a job or infiltrate the Merge Process to resolve and basically recalculate all memberships to ensure the data is consistent with reporting needs. I don't suppose anyone has advice or code as a jumping off point. Many thanks -Julie Carmody The Metropolitan Museum of Art, NYC 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 email has been scanned for spam and viruses by Proofpoint Essentials. Click here to report this email as spam. 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!
Unless it's changed recently, or possibly a long-forgotten customization in our system: if the recognition amount is manually set, which I think technically includes a simple stray click in the recognition amount field, then it locks out future automatic updates. I understood this is intended to facilitate "honorary" membership recognition not being refigured every time an honored member makes a small additional donation.
From: Tessitura Technical Forum [forums-technical@tessituranetwork.com] on behalf of Dale Bradbury [bounce-dalebradbury6800@tessituranetwork.com] Sent: Thursday, January 05, 2017 11:33 PM To: John Trimble Subject: Re: [Tessitura Technical Forum] Membership Recalc
Hi Julie,
I am also noticing issues whereby the membership Amount and AVC are not automatically recalculating when an adjustment is made (such as a refund of a contribution). Although the Recalc button is there for an operator to force this, it seems there is no way to trigger a 'refresh' across the whole membership database to re-establish a logical equilibrium between the contributions and the membership values.
So I'd also be interested in hearing about any ways people may have overcome this.
Thanks
From: Julie Carmody <bounce-juliecarmody9441@tessituranetwork.com> Sent: 12/14/2016 2:01:32 PM
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Just to be clear, the Membership Update Utility does not update any data in a Membership record other than the Status and whether or not the row is current.
This is the documentation on what it does and how to use it:
www.tessituranetwork.com/Help_System_v125/Content/Memberships/Membership%20Status%20Updates.htm