Hi all,
In the rush to get our initial wave of cancellation messaging and operations out the door, we originally were not counting tickets that were converted to a donation towards our memberships. However, we have reversed this decision, and now we're hoping to go back and create or update memberships based on the existing contributions. Does anyone know of a way to do this in the database? I am comfortable with writing my own SQL, and I've made some progress, but I was curious if there was any existing stored procedures or if any other orgs have created utilities they are willing to share that may be helpful.
My current issue is specifically with the recalculation of existing memberships when I add contributions to them - I cannot figure out what process the application is doing when the "Recalc" button is hit in a membership (Trace hasn't been particularly helpful) so I can replicate it in a set-based SQL statement.
Any pointers would be much appreciated!
You are correct that the log viewer does not help much when using the recalc button. I'm guessing that button only works on the client side and there is no interaction with the database so nothing is displayed. When you save the membership record all it does is run an update query on the TX_CUST_MEMBERSHIP table based on the changes made to the form by the recalc button.
For starters, when you processed these ticket returns to donations, the fund you were using must not have been associated to a membership campaign. So did you change the fund to which you are applying returned tickets? Or did you disassociate the fund from its current campaign and then add it to your membership campaign? I'm just wondering if altering the fund of each gift will have to be a part of your process. We have not done anything like generating new memberships but we have recently done a mass update on existing memberships. But it was mostly a one time thing to update old memberships for reporting purposes,so we did not create any procedures for it. If you do have to start from scratch, I can offer any insight I might remember from our experience with it.