At a loss here, I have an order that had a couple exchanges done on it. When the posting report came out that included this order, we noticed that it was showing up in Fyear 2012 instead of 2013. Now I noticed that the source on this order belonged to a campaign with a fiscal year of 2012 so somebody selected the wrong source. But I was on the understanding that when looking at a posting report that it is pulled from either the performance or package that is generating the transaction and not the source. I am I wrong about this? If I am, is there a way to fix it?
Thanks,
Marty
Hi Marty,
I think that you could unpost the batch with the transaction in question and then fix the fiscal year and post again. If the exchange was in a new order, you can try going in to the order in the constituent record and editing the source then reposting. If it wasn’t a new order (meaning the source is at the transaction level) or if the first option doesn’t work (I haven’t tested it) you could either change the campaign that the source’s appeal is associated with or change the fiscal year on its current campaign and then repost, though if the problem source/appeal/campaign is still in use for other valid situations that might not be feasible.
Kevin Sheehan
Senior Technical Writer & Consultant
Tessitura Network
+1 888 643 5778 x 329
ksheehan@tessituranetwork.com
Hi Kevin,
I've come across the same issue with a new voucher we are offering with our subscriptions to add-on a voucher for a drama school class. Our website is processing this as a general 13-14 on account and then we are moving it to the correct on account. Since our website is apparently only capable of using one source code (without costing us $$$ in custom programming) all of these orders are getting labeled F13.
You mention here that you can unpost the batch and fix the fiscal year, but I'm not sure how to do that. It's my experience that if you change the source code after it's been processed it doesn't actually save that new source code and reverts to the original source code. Is there some other way to change the fiscal year on an order?
Many thanks,
Kanani
You can edit the order level source from the constituent record (by going to the Orders tab and opening the order details) but not from the Ticket Orders screen.
If you are currently in the F14 fiscal year, then you should either update the fiscal year on the campaign associated with the appeal to which your web source belongs, associate the appeal with a new campaign for F14, or create a new appeal associated with an F14 campaign and a new web source in the new appeal (which you must then enter into T_DEFAULTS as your default web source).
Beyond that, I believe all your options for editing the fiscal year on the transactions are listed in my last post in this thread. If you are having trouble those I suggest opening a help ticket for further assistance.
-Kevin