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Refund Reporting

Christopher Cuhel
$organization

Hello,

Has anyone figured out a good way to report on actual ticket refunds (not exchanges, not upgrades/downgrades...just straight up refunds)? With the myriad of ways a refund could be processed, I realize this is a difficult question to answer in Tessitura so I thought I'd see if anyone has figured out a way to crack this issue.

- Chris

Parents
  • $organization
    I don’t fully have an answer, but here are the concepts.
     
    In Analytics, you could use the Finance cube and look for negative credit card payment amounts to get a rough idea of the order of magnitude.
     
    Assuming you have access to SSMS, the tables should be in the list below.
     
    T_SUB_LINEITEM
    T_ORDER
    T_TRANSACTION
    T_PAYMENT
     
    Where T_SUB_LINEITEM.status IN (4)
    -- 4 = returned.
     
    1. The payment methods should match
    2. The positive payment amount = negative payment amount (for a full refund).
    3. The subline item status = returned
    4. This method would not find orders that were initially put on account and refunded before using the on account $ for tickets.
     
    The easiest way could be to restrict it to only credit card payment methods. I imagine that something like 90% of your payments are via credit cards. Leverage the fact that If the CC payment is a negative amount, then it is a refund.
     
    You also might want to utilize CTE’s to group/organize the data so you can then get a final select statement. For example, a CTE to gather the ticket refunds and a CTE to gather the orders that initially were put on account and refunded.
     
    Neil
     
Reply
  • $organization
    I don’t fully have an answer, but here are the concepts.
     
    In Analytics, you could use the Finance cube and look for negative credit card payment amounts to get a rough idea of the order of magnitude.
     
    Assuming you have access to SSMS, the tables should be in the list below.
     
    T_SUB_LINEITEM
    T_ORDER
    T_TRANSACTION
    T_PAYMENT
     
    Where T_SUB_LINEITEM.status IN (4)
    -- 4 = returned.
     
    1. The payment methods should match
    2. The positive payment amount = negative payment amount (for a full refund).
    3. The subline item status = returned
    4. This method would not find orders that were initially put on account and refunded before using the on account $ for tickets.
     
    The easiest way could be to restrict it to only credit card payment methods. I imagine that something like 90% of your payments are via credit cards. Leverage the fact that If the CC payment is a negative amount, then it is a refund.
     
    You also might want to utilize CTE’s to group/organize the data so you can then get a final select statement. For example, a CTE to gather the ticket refunds and a CTE to gather the orders that initially were put on account and refunded.
     
    Neil
     
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