Good morning everyone!
In another attempt to correct my reporting challenges with On Account funds, I have attempted to change the source codes on some orders by going into the order tab on the patrons record and changing the code there. I can see that we changed 119 orders yesterday, but that is not reflected in the reporting. Any thoughts??
Thanks,
Lesley
I would like to point out that the Source Codes are tacked for both an ORDER and by LINEITEM. My guess is that the report you are using is looking at the Source Code by lineitem (not order). Open an order that you changed and I bet the Source Code for the lineitem(s) is/are still the original version.
That is an excellent thought, and you are correct. However, even after updating the source number on the line item, the reporting still shows $0.00.
Hi Lesley,
Sources also get recorded at the transaction level (T_TRANSACTION). Updating the source at the order level does not update the source recorded at the transaction level. If your report is looking there, then it will not reflect the changed order level (T_ORDER) source. There is not a front end way to update the source on entries in T_TRANSACTION.
Hi Kevin,
Thanks for your input, I was afraid that was the answer...