Does anyone know how to transfer on account money from an individual listed under a household to the main household account? Any help would be greatly appreciated. Thanks!
Your ability to do this is controlled by the TRANSACT_AS_HOUSEHOLD_ORDER setting in the T_DEFAULTS table. When it is set to Yes, it will automatically switch to the household record when you select an individual record for a ticket order (the behavior Wyatt is seeing). When the default entry is set to Prompt, the system gives you the option of changing to the household record or continuing to use the individual (the behavior Nicole is seeing).
Kevin Sheehan
Senior Technical Writer & Consultant
Tessitura Network
+1 888 643 5778 x 329
ksheehan@tessituranetwork.com