Merged account issue

I had a similar issue recently and there are two other ways to transfer funds that may work for you. The first is refunding the money on-account to cash and paying the order off with the cash or doing the same with a gift certificate.

Dani Meister

Manager, Ticketing and Sales

Balboa Park Cultural Partnership

1549 El Prado, Suite 2

San Diego, CA 92101

dani.meister@bpcp.org

Office: (619) 232-7502 x1208

From: Tessitura Ticketing Forum [mailto:forums-ticketing@tessituranetwork.com] On Behalf Of Brian Burke
Sent: Thursday, September 03, 2015 9:24 AM
To: dani.meister@bpcp.org
Subject: [Tessitura Ticketing Forum] Merged account issue

Hello -

I have a merged account that has a credit on account issue.  The household was created with two individual accounts.  On one of the individual accounts, there is a value on account (credit).  The problem is, when trying to add an order in the household, and attempting to use that credit to pay for it, the credit isn't available as it lives in the individual account..  I also cannot add an order to the individual account either.

Any advice on how to move the money to the household account or another way around this issue?

Thank you

Brian Burke

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Hi, Brian:

Have you tried the “Move Transactions to Household” command that’s under Household Operations on the Constituents menu? You run it in the Constituents module from the individual account that has the credit.

Lucie

______________________________
Lucie Spieler
Florida Grand Opera

Glad that took care of it!

I’ve added a bit of code (probably cribbed from the Tessitura Technical forum) to the merge procedure so that it returns any patrons who have ticket or contribution transactions in the individual record after a merge. That way, I know to go into that record after the merge and move the transactions. I’d be happy to share it if you need it and can’t find it.

Lucie

______________________________
Lucie Spieler
Florida Grand Opera

Sure, I would love to see it and you can email me it if that is easier.  bb@celebrityseries.org.

Thanks again

Hi Nick –

Thanks for this info.  No we haven’t but will do so from this point on! 

Thank you

Brian

From: Tessitura Ticketing Forum [mailto:forums-ticketing@tessituranetwork.com] On Behalf Of Nick Reilingh
Sent: Thursday, September 03, 2015 3:27 PM
To: Brian Burke
Subject: RE: [Tessitura Ticketing Forum] Merged account issue

Have you considered adding something to LP_CONST_MERGE that invokes AP_MOVE_TRANSACTIONS_TO_HOUSEHOLD, so that step is done for you?

Also, in 12.5 (and I think in 12.1), there is a setting in T_DEFAULTS called MOVE_TRANS_TO_HH_ON_MERGE – the description of which is: When set to YES, if the kept constituent has a primary affiliation to a household, transactions from the duplicate and kept constituents are moved to the household account as part of a merge.

-p.

Thank you for this info and to all who have responded!