• Replies 12 replies
  • Subscribers 415 subscribers
  • Views 373 views
  • Users 0 members are here
Related

Changing source code

Former Member
Former Member $organization

Is there a way to change a source code in a ticketing order after you have clicked done?

Thank you!

  • Former Member
    Former Member $organization

    Yes.  You go into the order through the “Orders” tab in the patron record.  You can change the source, and save it, and you’re good to go from there.

     

    -Matt

     

    From: Tessitura Ticketing Forum [mailto:forums-ticketing@tessituranetwork.com] On Behalf Of Julia Allal
    Sent: Friday, September 25, 2009 11:47 AM
    To: Matthew Lazorwitz
    Subject: [Tessitura Ticketing Forum] Changing source code

     

    Is there a way to change a source code in a ticketing order after you have clicked done?

    Thank you!




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Ticketing Forum. You may reply to this message to post to the Ticketing 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 in reply to Former Member

    Is it true though that changing this source code will not change anything in reports?  It will only make the change in the patron record, but as far as where money was allocated, that does not change…Right?

     

    Thanks!

     

    From: Tessitura Ticketing Forum [mailto:forums-ticketing@tessituranetwork.com] On Behalf Of Matthew Lazorwitz
    Sent: Friday, September 25, 2009 10:57 AM
    To: Brendan Martin
    Subject: RE: [Tessitura Ticketing Forum] Changing source code

     

    Yes.  You go into the order through the “Orders” tab in the patron record.  You can change the source, and save it, and you’re good to go from there.

     

    -Matt

     

    From: Tessitura Ticketing Forum [mailto:forums-ticketing@tessituranetwork.com] On Behalf Of Julia Allal
    Sent: Friday, September 25, 2009 11:47 AM
    To: Matthew Lazorwitz
    Subject: [Tessitura Ticketing Forum] Changing source code

     

    Is there a way to change a source code in a ticketing order after you have clicked done?

    Thank you!




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Ticketing Forum. You may reply to this message to post to the Ticketing 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!




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Ticketing Forum. You may reply to this message to post to the Ticketing 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!
  • Former Member
    Former Member $organization in reply to Former Member

    I'm not able to change it from there.  Is there a setting I should change?

  • Former Member
    Former Member $organization in reply to Former Member
    In order to use this feature, a User Group must have Edit rights to the Security Object "Const Orders Source" and also must have Security rights to the MOS on the order being updated.
     
    Bob

    From: Tessitura Ticketing Forum [mailto:forums-ticketing@tessituranetwork.com] On Behalf Of Julia Allal
    Sent: Friday, September 25, 2009 12:22 PM
    To: Robert Bell
    Subject: Re: [Tessitura Ticketing Forum] RE: Changing source code

    I'm not able to change it from there.  Is there a setting I should change?

    From: Matthew Lazorwitz <bounce-matthewlazorwitz9719@tessituranetwork.com>
    Sent: 9/25/2009 10:52:03 AM

    Yes.  You go into the order through the “Orders” tab in the patron record.  You can change the source, and save it, and you’re good to go from there.

     

    -Matt

     

    From: Tessitura Ticketing Forum [mailto:forums-ticketing@tessituranetwork.com] On Behalf Of Julia Allal
    Sent: Friday, September 25, 2009 11:47 AM
    To: Matthew Lazorwitz
    Subject: [Tessitura Ticketing Forum] Changing source code

     

    Is there a way to change a source code in a ticketing order after you have clicked done?

    Thank you!




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Ticketing Forum. You may reply to this message to post to the Ticketing 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!




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Ticketing Forum. You may reply to this message to post to the Ticketing 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!
  • Former Member
    Former Member $organization in reply to Brendan Martin
    Changing the source code for an order on the Order Details screen in Constituents changes the source_no only in the T_ORDER row.  Transactions already made for the order are not updated and will continue to carry the original source. 
     
    Bob

    From: Tessitura Ticketing Forum [mailto:forums-ticketing@tessituranetwork.com] On Behalf Of Brendan Martin
    Sent: Friday, September 25, 2009 12:12 PM
    To: Robert Bell
    Subject: RE: [Tessitura Ticketing Forum] Changing source code

    Is it true though that changing this source code will not change anything in reports?  It will only make the change in the patron record, but as far as where money was allocated, that does not change…Right?

     

    Thanks!

     

    From: Tessitura Ticketing Forum [mailto:forums-ticketing@tessituranetwork.com] On Behalf Of Matthew Lazorwitz
    Sent: Friday, September 25, 2009 10:57 AM
    To: Brendan Martin
    Subject: RE: [Tessitura Ticketing Forum] Changing source code

     

    Yes.  You go into the order through the “Orders” tab in the patron record.  You can change the source, and save it, and you’re good to go from there.

     

    -Matt

     

    From: Tessitura Ticketing Forum [mailto:forums-ticketing@tessituranetwork.com] On Behalf Of Julia Allal
    Sent: Friday, September 25, 2009 11:47 AM
    To: Matthew Lazorwitz
    Subject: [Tessitura Ticketing Forum] Changing source code

     

    Is there a way to change a source code in a ticketing order after you have clicked done?

    Thank you!




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Ticketing Forum. You may reply to this message to post to the Ticketing 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!




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Ticketing Forum. You may reply to this message to post to the Ticketing 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!


    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Ticketing Forum. You may reply to this message to post to the Ticketing 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

    I wanted to add that most of the standard source reports look at T_ORDER, so the change will be reflected on most reports.

     

    If you load an order and change the source there it will be recorded in T_TRANSACTION for whatever new transaction you are saving, such as making a new payment on a partially paid order.  This kind of source change is not reflected on most standard reports, again because most of the standard source reports look at T_ORDER.  The ability to make source changes from the ticket order screen is based on the rules set for the mode of sale.

     

    The Revenue by Source and Appeal (Campaign Appeal Revenue/Expense in v8) report gives you a choice between reporting based on the T_ORDER or T_TRANSACTION, and is the only report that gives you a choice of looking at T_TRANSACTION for source reporting.

     

    Kevin Sheehan

    Documentation & Learning Resources Specialist

    Tessitura Network

    1 888 643 5778 ext 329 Office

    ksheehan@tessituranetwork.com

     

  • Former Member
    Former Member $organization in reply to Former Member

    Thank you Bob.  Our IT person just gave me rights to this, but I still can't edit the source code field from a constituent account.  Is there anything else we need to do?

    Thanks!

  • Former Member
    Former Member $organization in reply to Former Member
    Have you logged out of Tessitura and back in again since IT gave you rights to the "Const Orders Source" Security Object?
     
    If that is not the problem, I would ask whether you have rights to the MOS assigned to the order you are trying to update.  This would be done in the Security Module by assigning the MOS to your user group.  If the new security object has been added to your user group with Edit rights and if your user group has access to the order's MOS, then the change should be possible.  If you have access to multiple user groups, be sure you are logging into Tessitura in a user group that has been given this security permission and which has access to the order's MOS.
     
    Bob

    From: Tessitura Ticketing Forum [mailto:forums-ticketing@tessituranetwork.com] On Behalf Of Julia Allal
    Sent: Friday, September 25, 2009 2:32 PM
    To: Robert Bell
    Subject: Re: [Tessitura Ticketing Forum] RE: RE: Changing source code

    Thank you Bob.  Our IT person just gave me rights to this, but I still can't edit the source code field from a constituent account.  Is there anything else we need to do?

    Thanks!

    From: Bob Bell <bounce-bobbell2200@tessituranetwork.com>
    Sent: 9/25/2009 11:37:03 AM

    In order to use this feature, a User Group must have Edit rights to the Security Object "Const Orders Source" and also must have Security rights to the MOS on the order being updated.
     
    Bob

    From: Tessitura Ticketing Forum [mailto:forums-ticketing@tessituranetwork.com] On Behalf Of Julia Allal
    Sent: Friday, September 25, 2009 12:22 PM
    To: Robert Bell
    Subject: Re: [Tessitura Ticketing Forum] RE: Changing source code

    I'm not able to change it from there.  Is there a setting I should change?

    From: Matthew Lazorwitz <bounce-matthewlazorwitz9719@tessituranetwork.com>
    Sent: 9/25/2009 10:52:03 AM

    Yes.  You go into the order through the “Orders” tab in the patron record.  You can change the source, and save it, and you’re good to go from there.

     

    -Matt

     

    From: Tessitura Ticketing Forum [mailto:forums-ticketing@tessituranetwork.com] On Behalf Of Julia Allal
    Sent: Friday, September 25, 2009 11:47 AM
    To: Matthew Lazorwitz
    Subject: [Tessitura Ticketing Forum] Changing source code

     

    Is there a way to change a source code in a ticketing order after you have clicked done?

    Thank you!




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Ticketing Forum. You may reply to this message to post to the Ticketing 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!




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Ticketing Forum. You may reply to this message to post to the Ticketing 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!



    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Ticketing Forum. You may reply to this message to post to the Ticketing 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 in reply to Kevin Sheehan

    Hi all,

    Is this still true in v11, that manually updating a source code in the contributions tab for a completed transaction does not mean that this change will be reflected in all associated reports?  Is there any way to fix this?  We would like for such updates to be reflected in our campaign/appeal reports so that we can properly track how much money has come in from which efforts.

    Thanks!

    Julie

  • $organization

    Nothing has changed.

     

    If you make a pledge payment or adjustment on an existing contribution, the source you use is recorded in the T_TRANSACTION table.  The only source report that gives you an option to look at this is the Revenue by Source and Appeal report.

     

    If you want to edit the contribution level source, such as when correcting an error, you can do so from the constituent record.  If you go to the Contributions tab, open the contribution details, and have the correct security rights you can edit the source.

     

    Kevin Sheehan

    Senior Documentation & Learning Resources Specialist

    Tessitura Network

    +1 888 643 5778 x 329

    ksheehan@tessituranetwork.com

     

    From: Tessitura Ticketing Forum [mailto:forums-ticketing@tessituranetwork.com] On Behalf Of Julie Eskind
    Sent: Friday, October 26, 2012 6:54 PM
    To: Kevin Sheehan
    Subject: RE: [Tessitura Ticketing Forum] Changing source code

     

    Hi all,

    Is this still true in v11, that manually updating a source code in the contributions tab for a completed transaction does not mean that this change will be reflected in all associated reports?  Is there any way to fix this?  We would like for such updates to be reflected in our campaign/appeal reports so that we can properly track how much money has come in from which efforts.

    Thanks!

    Julie

    From: Kevin Sheehan <bounce-kevinsheehan4372@tessituranetwork.com>
    Sent: 9/25/2009 12:52:10 PM

    I wanted to add that most of the standard source reports look at T_ORDER, so the change will be reflected on most reports.

     

    If you load an order and change the source there it will be recorded in T_TRANSACTION for whatever new transaction you are saving, such as making a new payment on a partially paid order.  This kind of source change is not reflected on most standard reports, again because most of the standard source reports look at T_ORDER.  The ability to make source changes from the ticket order screen is based on the rules set for the mode of sale.

     

    The Revenue by Source and Appeal (Campaign Appeal Revenue/Expense in v8) report gives you a choice between reporting based on the T_ORDER or T_TRANSACTION, and is the only report that gives you a choice of looking at T_TRANSACTION for source reporting.

     

    Kevin Sheehan

    Documentation & Learning Resources Specialist

    Tessitura Network

    1 888 643 5778 ext 329 Office

    ksheehan@tessituranetwork.com

     




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Ticketing Forum. You may reply to this message to post to the Ticketing 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!

    No virus found in this message.
    Checked by AVG - www.avg.com
    Version: 2012.0.2221 / Virus Database: 2441/5355 - Release Date: 10/26/12

  • Former Member
    Former Member $organization in reply to Kevin Sheehan

    So based on this posting and the documentation for MOS setup, I'm understanding that changing the source code inside the constituent's record changes it in the T_ORDER table, and changing the source from within the order changes it in T_TRANSACTION. Is this correct? And if so, if you did both the reports would be correct?

    Or make the changes in one and run the Revenue by Source and Appeal and select the correct table. 

  • $organization

    That’s correct.

     

    Kevin Sheehan

    Senior Technical Writer & Consultant

    Tessitura Network

    +1 888 643 5778 x 329

    ksheehan@tessituranetwork.com