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

Parents
  • 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

     

Reply
  • 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

     

Children