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Move Transactions Script?

Former Member
Former Member $organization

Does anyone have a script that will move transactions from individuals with a primary affiliation to a household to the household account?  I like to have this on a schedule so we don't have to worry about doing this after merges or in other situations that might leave transactions on the individual account.

  • Former Member
    Former Member $organization

    Gloria,

     

    We have a custom report that identifies those accounts although it stops short of moving the transactions.  You could probably extend it by calling the correct stored procedure once they are identified.  Let me know if you'd like it and I'll send it along.

     

    Levi Sauerbrei

    Tessitura Database Manager

    AT&T Performing Arts Center

    2100 Ross Avenue, Suite 650
    Dallas, Texas 75201
    214.978.3631 office

    levi.sauerbrei@attpac.org

    AT&T Performing Arts Center is proud to present a wonderful line up of programming. Call 214.880.0202 or visit www.attpac.org for tickets!

    From: Tessitura Technical Forum [forums-technical@tessituranetwork.com] on behalf of Gloria Ormsby [bounce-gloriaormsby5026@tessituranetwork.com]
    Sent: Tuesday, February 05, 2013 5:30 PM
    To: Levi Sauerbrei
    Subject: [Tessitura Technical Forum] Move Transactions Script?

    Does anyone have a script that will move transactions from individuals with a primary affiliation to a household to the household account?  I like to have this on a schedule so we don't have to worry about doing this after merges or in other situations that might leave transactions on the individual account.




    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!
  • $organization

    Just a guess - maybe you could add that to the local portion of the merge customers procedure? That way it would run once for each customer being merged.

  • Former Member
    Former Member $organization

    Good idea!

     

    From: Tessitura Technical Forum [mailto:forums-technical@tessituranetwork.com] On Behalf Of Brian Graham
    Sent: Thursday, February 07, 2013 5:53 AM
    To: Gloria Ormsby
    Subject: Re: [Tessitura Technical Forum] Move Transactions Script?

     

    Just a guess - maybe you could add that to the local portion of the merge customers procedure? That way it would run once for each customer being merged.

    From: Gloria Ormsby <bounce-gloriaormsby5026@tessituranetwork.com>
    Sent: 2/5/2013 3:03:49 PM

    Does anyone have a script that will move transactions from individuals with a primary affiliation to a household to the household account?  I like to have this on a schedule so we don't have to worry about doing this after merges or in other situations that might leave transactions on the individual account.




    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!