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Contribution Role

Jan LaRocque
$organization

I see there is a Role in the Contribution records now, but I cannot find where that is stored.   I would especially like to use the Cr role to pull up Soft Credit contributions.   Where is that coming from?  

Jan LaRocque

Houston Symphony

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  • $organization
    Documentation provides the following
    Transaction Roles and Creditees
    Contributions and ticket orders have an owner and an initiator. The owner is the constituent to which the contribution or order belongs and the initiator is a field to record the ID of the constituent who initiated the transaction but doesn't own the contribution or order. This is intended primarily for use with groups, households, and organizations, so that you can save the contribution or order to the group while also tracking which individual in the group initiated the transaction. For example, when the wife in a household calls to make a contribution, the household record can be set as the owner of the contribution and the wife can be recorded as the initiator so you can know which individual in the household is making contribution decisions. Or when a teacher places a ticket order for a school group, the school can be set as the owner of the order so that you know which schools are sending groups and the teacher can be set as the initiator so that you can track which teacher is leading the group.
    Ticket orders have a third role in which constituents can be recorded, recipient. Recipients are set at the sub line item level to track the user of individual tickets in an order. This can be helpful in situations such as when friends share a set of subscription seats from a single order, when you receive the names of the individuals in a group order, recording the individual recipients of comp tickets provided to a corporate sponsor, or to record the children taking classes in an education order owned by the household.
    Additionally, if a constituent is the creditee on a contribution, Cr will be listed as the role for that contribution.
    When building criteria sets for lists or extraction set segments, role criteria should generally be used with ticket history or contribution history criteria. There are three standard role criteria available:
    Ticket History Const Role – The role for a ticket history entry. There are values for the three possible roles a constituent can have in an order (owner, initiator, and recipient), and four additional values for all the possible role combinations if the constituent holds multiple roles in the order. When using this criterion, if you want to find all constituents who hold a particular role, select that single role value and the combination values that include that role. For example, if you want to find all constituents who are the owner for a ticket purchase, select the Owner, Owner/Initiator, Owner/Recipient, and Owner/Initiator/Recipient values.
    Package History Const Role – The role for a package history entry. There are values for the three possible roles a constituent can have in an order (owner, initiator, and recipient), and four additional values for all the possible role combinations if the constituent holds multiple roles in the order. When using this criterion, if you want to find all constituents who hold a particular role, select that single role value and the combination values that include that roll. For example, if you want to find all constituents who are the owner for a ticket purchase, select the Owner, Owner/Initiator, Owner/Recipient, and Owner/Initiator/Recipient values.
    Contribution Constituent Role – The role for a contribution history entry. There are values for owner, initiator, a combination of the two roles (for when a constituent holds multiple roles in the contribution). When using this criterion, if you want to find all constituents who hold a particular role, select that single role value and the combination value. For example, if you want to find all constituents who are the owner for a contribution, select the Owner and Owner/Initiator values. There is also a Creditee value, for when the constituent is a creditee on a soft credited contribution.
    Note: If you do not use the Contribution Constituent Role criterion in conjunction with other contribution criterion, constituents with qualifying soft credit contributions will be included in the results automatically. If you want to exclude soft credits, use the Contribution Constituent Role criterion and do not select the Creditee value.
    Note: When using role criteria in conjunction with corresponding transaction history criteria, be sure to use the IN operator.
     
     
  • $organization in reply to Leslie McKinley

    I know this part.   What I could not find was a translation for the numbering system;  1 = Owner; 2 = Initiator;, etc.   Or that they can be combined into multiple codes  7 = OIR.   

    Jan

  • $organization in reply to Jan LaRocque
    Jan LaRocque said:
    What I could not find was a translation for the numbering system; 

    From VS_ELEMENTS_TICKET_HISTORY:

    CASE T.Role
WHEN 1 THEN 'O'
	WHEN 2 THEN 'I'
	WHEN 3 THEN 'OI'
	WHEN 4 THEN 'R'
	WHEN 5 THEN 'OR'
	WHEN 6 THEN 'IR'
	WHEN 7 THEN 'OIR'
END AS role_desc,
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