Hello World,
Our organisation is looking into developing a report to show us (based on parameters like season) all the refunds and exchanges processed over a given time period.
Has anyone out there completed such a report in the past? How did it work within your business rules for refunds and exchanges? How did the report identify that an exchange or refund had occurred and what info did you display?
Would love to hear any success or disaster stories. :)
BeauDirector, Ticketing & Visitor ExperienceArts Centre Melbourne
Hey Beau,
This isn't anything comprehensive but my actions are roughly monitored using the out of the box Transactions by Posting report and focusing on the Ticket Change and Ticket refund transaction types.
I'm sure there's a better way out there though!
Tim
Hi Beau,
We have a Custom Ticket Office Audit Report which can be ran in Exchanges or Refunds mode, the parameters include:
Although some parameters are disabled based on report mode.
Our business rules essentially are:
Refunds - must be refunded to same payment method, all CSI's must be authorised by a Manager (that is, a CSI must be added for every CSI and an action of authorised must exist for each CSI)
Refunds Report Output :
Exchanges Mode - essentially the same as the above, however we also check that an exchange fee has been paid as part of the exchange, and exchanges must be made to same production. Exchanges do not need an action of authorised (unless it's a late exchange, 24 hours before a performance)
It works quite well, the problem orders are identified in red to help make the audit process a bit quicker! The exchanges are quite hard to manage, because we do so many but it's good to be able to quickly review how we're doing and make sure the correct processes are actively followed!
Hope that helps!
Diolch
Chloe
Hey Chloe & Tim,
Thanks for your responses!
Tim - we will give that a try and see if works :)
Chloe - your business rules and report are fantastic!
BV