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Finding the ticket order an adjustment was made on

Former Member
Former Member $organization

On my Performance Payment Summary Report it shows that an adjustments for $30 has been made. How can I find out what ticket order the $30 adjustment was made on so I can explain it to my director?

Your help would be very much appreciated.

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  • Former Member
    Former Member $organization

    Hi Bobbie,

     

    Try running the Transactions by Posting report under the Finance meu.  Make sure to include payments...This should give you all transactions and transaction types for each constituent.

     

    Cheers, James

  • Former Member
    Former Member $organization in reply to Former Member

    James,

    Thank you so much for responding to my query. I really appreciate your time. I pulled the Transactions by posting and unless I am just not understanding it, it focuses on GL Numbers and I think I would need something similair to this that pulls transactions by Method of Payment. Any other ideas?

  • $organization in reply to Former Member

    Hi Bobbie

    Each payment method normally has a GL associated with it (go to Campaigns/References if youre not sure). 

    Once you've established the GL associated to the Payment Method then running the Transactions By Posting rep selecting that GL (or all your Pmt Method GLs if youre not sure which one is the problem) at the relevant parameter, and for the Post number or posting period, the rep should tell you what you need.

    Regards

    Peter

Reply
  • $organization in reply to Former Member

    Hi Bobbie

    Each payment method normally has a GL associated with it (go to Campaigns/References if youre not sure). 

    Once you've established the GL associated to the Payment Method then running the Transactions By Posting rep selecting that GL (or all your Pmt Method GLs if youre not sure which one is the problem) at the relevant parameter, and for the Post number or posting period, the rep should tell you what you need.

    Regards

    Peter

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  • Former Member
    Former Member $organization in reply to Peter Nelson

    Hi Peter!

    Thank you for explaining the process better for me. I ran the report with the correct parameters and still could not find the adjustment amount, which could be 1 $30 adjustment or any multiple adding up to $30. It's like a looking for a needle in a haystack. I asked on Footprints and they recommended me to run the query below... Queries are a wee bit out of my range so I will have to ask my director to help me find it. I appreciate you help.

    If you can associate a particular payment method with the adjustment, then you can use this query:

    select a.perf_no, a.order_no, a.trn_amt
    from t_transaction a JOIN t_payment b ON a.transaction_no = b.transaction_no
    JOIN t_perf p ON a.perf_no = p.perf_no
    WHERE p.season = #### -- replace #### with actual season id from TR_SEASON
    AND b.pmt_method = #### -- replace #### with id from TR_PAYMENT_METHOD
    order by a.perf_no, a.order_no