Tips for front line users leaving batches held

Hi all, I know Tessitura does not recommend auto-closing or auto-posting of batches. We have multiple venues that the front line users close the batches at the end of the day, but do not post them. Finance does that the next business day. A couple of times we have had users leave their batch in held at the end of the day, then accidentally re-open that batch the next day and start using it again before Finance can get ahold of it. I'm wondering if any other front line/visitor services managers can shed some light on what they do to ensure all batches are closed at the end of the day. Thanks! Grant Offermann
Parents
  • Hi Grant,


    No problem.

    I've put the SP up on my profile here:

    http://www.tessituranetwork.com/Community/members/darahogan7924/files/default.aspx


    To setup you need to:

    1. Apply the SP to your database. TEST FIRST.

    2. Update the @mail_recipients and @ownership_to fields in the SP to your designated finance person.

    3. Setup a SQL Agent job to execute the SP each night

    4. Setup a SQL Server Database Email Profile if one does not exist already.


    Verify in your TEST system first.


    cheers,

    Dara

    ... 
    Dara Hogan
    Database Systems Manager

    ...
    ABBEY THEATRE
    AMHARCLANN NA MAINISTREACH

    ...
    26/27 Lower Abbey Street, Dublin 1

    T: +353 (0)91 638533

    M: +353 (0)85 8207717


    From: Tessitura Ticketing Forum <forums-ticketing@tessituranetwork.com> on behalf of Grant Offermann <bounce-grantoffermann2464@tessituranetwork.com>
    Sent: 01 February 2017 15:46:02
    To: Dara Hogan
    Subject: Re: [Tessitura Ticketing Forum] Tips for front line users leaving batches held
     
    Dara, This is exactly the kind of solution we are looking for. Would you mind emailing me with more info at grant.offermann@mnhs.org? I'm not too familiar with the tessituranetwork site but maybe there is a place you could post the script on here as well. Thanks for all the responses also. We are rolling Tessitura out to 6 more historic homes/museums across the state of Minnesota this year and are trying to make it as smooth of a process as possible.

    From: Dara Hogan <bounce-darahogan7924@tessituranetwork.com>
    Sent: 1/31/2017 5:36:23 PM

    Hi, We also had this issue where batchs were sometimes re-opened and used the following day. We implemented a solution where we have a script that runs each night and updates the owner of the batch to a designated Finance user. With the owner chagned the box office cant reopen the batch. Also, the Finance user can then close the batch the next day. This script also sends an email to the Finance user with a list of the batchs as a reminder and notification. Since implementing this a couple of years ago we have had no problems. I can post the script if anyone wants? cheers, Dara



    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!
Reply
  • Hi Grant,


    No problem.

    I've put the SP up on my profile here:

    http://www.tessituranetwork.com/Community/members/darahogan7924/files/default.aspx


    To setup you need to:

    1. Apply the SP to your database. TEST FIRST.

    2. Update the @mail_recipients and @ownership_to fields in the SP to your designated finance person.

    3. Setup a SQL Agent job to execute the SP each night

    4. Setup a SQL Server Database Email Profile if one does not exist already.


    Verify in your TEST system first.


    cheers,

    Dara

    ... 
    Dara Hogan
    Database Systems Manager

    ...
    ABBEY THEATRE
    AMHARCLANN NA MAINISTREACH

    ...
    26/27 Lower Abbey Street, Dublin 1

    T: +353 (0)91 638533

    M: +353 (0)85 8207717


    From: Tessitura Ticketing Forum <forums-ticketing@tessituranetwork.com> on behalf of Grant Offermann <bounce-grantoffermann2464@tessituranetwork.com>
    Sent: 01 February 2017 15:46:02
    To: Dara Hogan
    Subject: Re: [Tessitura Ticketing Forum] Tips for front line users leaving batches held
     
    Dara, This is exactly the kind of solution we are looking for. Would you mind emailing me with more info at grant.offermann@mnhs.org? I'm not too familiar with the tessituranetwork site but maybe there is a place you could post the script on here as well. Thanks for all the responses also. We are rolling Tessitura out to 6 more historic homes/museums across the state of Minnesota this year and are trying to make it as smooth of a process as possible.

    From: Dara Hogan <bounce-darahogan7924@tessituranetwork.com>
    Sent: 1/31/2017 5:36:23 PM

    Hi, We also had this issue where batchs were sometimes re-opened and used the following day. We implemented a solution where we have a script that runs each night and updates the owner of the batch to a designated Finance user. With the owner chagned the box office cant reopen the batch. Also, the Finance user can then close the batch the next day. This script also sends an email to the Finance user with a list of the batchs as a reminder and notification. Since implementing this a couple of years ago we have had no problems. I can post the script if anyone wants? cheers, Dara



    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!
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