How to identify a rollover package in an order?

We use the Subscription Summary type to indicate Renewed versus New. But it does require the staff to choose the appropriate type of subscription.   We also change the solicitor from Rollover but perhaps in your business rules you could leave the solicitor as Rollover and then you would be able to distinguish them from New because new orders would automatically get a solicitor of one of your staff and all renewing orders would have rollover as the solicitor.

Just some thoughts.

Elizabeth Carlock

Director of Ticketing Services

The Granada Theatre 

From: Tessitura Technical Forum [mailto:forums-technical@tessituranetwork.com] On Behalf Of Mark Wladika
Sent: Tuesday, October 09, 2012 10:28 AM
To: Elizabeth Carlock
Subject: [Tessitura Technical Forum] How to identify a rollover package in an order?

Does anybody have a method  to identify a rollover package in a completed order? 

Our business rules treat rollover packages in orders differently than new packages and we need to be able to distinguish them for correctly formatted receipts and confirmation emails.

Currently we are flagging the renewals packages by putting the string "RENEWAL" in the package line item notes field, but this is far from optimal - it disrupts how we use that field in our order processing. 

Thanks,

Mark Wladika

San Francisco Opera

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We accomplished this when I was in Omaha by changing how we did price types. We used New and Renew price types. At a quick glance you could tell which was which. I am sure it doesn’t help you now but something to think about in the future.

From: Tessitura Technical Forum [mailto:forums-technical@tessituranetwork.com] On Behalf Of Mark Wladika
Sent: Tuesday, October 09, 2012 11:31 AM
To: Martin Jones
Subject: Re: [Tessitura Technical Forum] How to identify a rollover package in an order?

Thanks Boann, but our problem is not at the order level, but rather the package level.  For example a renewal order can have a combination of a renewal package and new subscription package.  There's no way to know which is which when you are looking at the completed order, from a data perspective.

Hi Mark,

If you need to identify it at the line item/sub line item level, then your only other option is price type. You can create different sets of price types for renewal and new packages.

Kevin Sheehan

Senior Documentation & Learning Resources Specialist

Tessitura Network

+1 888 643 5778 x 329

ksheehan@tessituranetwork.com

One potential solution is to have different price types for the same kind of price when rolled over as distinct from new, i.e. a “Full sub rollover” vs. a “Full Sub New” price type, both of which access the same price maps. This is straightforward but inelegant, as it multiplies price types. However, you could then use a price type group to lump all the rollover prices together and report on constituents having them.

Another thought is to change the source code on the order when adding the new lineitem. Because source is tracked at the transaction level, you could then use the transaction source to find those lineitems in the order that were processed as rollover and those that were added afterwards.