Moving Source Codes to a different Appeal

The source code selected when an order or contribution is created determines the appeal that will be associated with the order or gift; and the source code selected when a payment is entered determines the appeal that is associated with the transaction.  If you move a source code that has been used in ticket orders or contributions to another appeal "in the backend" then the new source/appeal association will not match what has been written to the database for the already processed transactions.

Bob

From: Tessitura Technical Forum [mailto:forums-technical@tessituranetwork.com] On Behalf Of Kim Lee
Sent: Sunday, January 17, 2010 8:17 PM
To: Robert Bell
Subject: [Tessitura Technical Forum] Moving Source Codes to a different Appeal

Hi there,

I have been asked to move some Source Codes to a different Appeal, and was wondering if this is possible, and if anyone has done something similar in the past and has any advice?

My initial investigation suggests that the appeal_no in TX_APPEAL_MEDIA_TYPE and T_PROMOTION would need to be updated for those Source Codes. 

Cheers

Kim

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Thanks Bob,

Brian

That is correct.  When you select a source code for a new order or contribution, the order/contribution will be associated with the appeal to which the source code is associated, and when a payment transaction is made, the source code for that payment transaction will be associated with the appeal corresponding to the payment’s source.  If you then move a source code that has been used for new orders/contributions/payments to a different appeal, the appeal written to the database will no longer match the current source/appeal association.  This is the “danger” of moving a source code to a different appeal in the “back end”. 

Bob

From: Tessitura Technical Forum [mailto:forums-technical@tessituranetwork.com] On Behalf Of Brian Kerr
Sent: Tuesday, September 06, 2011 7:12 AM
To: Robert Bell
Subject: RE: [Tessitura Technical Forum] Moving Source Codes to a different Appeal

Hello Bob, can I check the above -  when moving a source from one appeal to another it means that any transactions/ticket orders/contributions will still show the original Appeal no. ? If so, that is fine for our purposes, I just need to check that there are no other implications of doing this update query?.

Many thanks for your help

Brian (Royal Opera House, UK)

The source code selected when an order or contribution is created determines the appeal that will be associated with the order or gift; and the source code selected when a payment is entered determines the appeal that is associated with the transaction.  If you move a source code that has been used in ticket orders or contributions to another appeal "in the backend" then the new source/appeal association will not match what has been written to the database for the already processed transactions.

Bob

From: Tessitura Technical Forum [mailto:forums-technical@tessituranetwork.com] On Behalf Of Kim Lee
Sent: Sunday, January 17, 2010 8:17 PM
To: Robert Bell
Subject: [Tessitura Technical Forum] Moving Source Codes to a different Appeal

Hi there,

I have been asked to move some Source Codes to a different Appeal, and was wondering if this is possible, and if anyone has done something similar in the past and has any advice?

My initial investigation suggests that the appeal_no in TX_APPEAL_MEDIA_TYPE and T_PROMOTION would need to be updated for those Source Codes. 

Cheers

Kim

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This e-mail and any files transmitted with it are confidential and intended solely for the individual or entity to whom they are addressed. Any views or opinions presented or expressed are those of the author(s) and do not necessarily represent those of the Royal Opera House. If you are not the intended recipient you may not use, disseminate, forward, print or copy this e-mail, but please notify the sender that you have received it in error. Royal Opera House, Covent Garden, London WC2E 9DD Tel: 0207 240 1200 Registered in England No. 480523 Charity Registered No. 211775

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Many thanks Amanda.

Brian

I've done that numerous times without ill effect.

Hello again Bob, we've taken onboard advice on the post (thanks also Kim) and checked on our Test system, it looks like we can run the following  which will move the source from one appeal to another and Update the Constituents 'communications' history
UPDATE TX_APPEAL_MEDIA_TYPE
SET appeal_no = 214
WHERE appeal_no = 641
AND source_no = 6000

UPDATE T_PROMOTION
SET appeal_no = 214
WHERE appeal_no = 641
AND source_no = 6000

Do you know if anyone has done the two together before?

Cheers,

Brian

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 e-mail and any files transmitted with it are confidential and intended solely for the individual or entity to whom they are addressed. Any views or opinions presented or expressed are those of the author(s) and do not necessarily represent those of the Royal Opera House. If you are not the intended recipient you may not use, disseminate, forward, print or copy this e-mail, but please notify the sender that you have received it in error. Royal Opera House, Covent Garden, London WC2E 9DD Tel: 0207 240 1200 Registered in England No. 480523 Charity Registered No. 211775

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!