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On Account monies in Ticket Design?

Nicholas Hudson-Ellis (Past Staff Member)
$organization

Hello all,

I would like to know if anyone has a custom ticket design element that shows the balance of On Account money on the constituents account, or even the On Account value paid during the current Order?

We use On Account payment methods to accept new Membership purchases that are later processed by the Memberships Office.

Our challenge is that to provide a receipt or Interim membership card on a Boca ticket, the transaction can only be done in isolation, without any ticket purchases in the same Order. This is because our current ticket designs for this purpose display the amount paid, not specifically paid to On Account.

Best,

Nicholas

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  • $organization

    Hi Nicholas, 

    We do in fact have a ticket designed that acts as a receipt for our On Account balance. It's built as a header and neatly prints out the constituent's account information as well as their current balance and when it expires. I imagine you could fairly easily design a membership card header that would do what you are looking for.

    We used a user defined data element to pull in the balance. Our amazing Tessitura Database Administrator, Beth, gave me the following SQL to share with you:

    -----------------------------

    -- Return the current 'On Account' (payment method 7) total amount for user defined ticketing element #2
    If @ude_no = 2 and @design_type = 'H'
    Begin
    SELECT @ude_value = ('$' + CONVERT(VARCHAR, CAST((sum(a.pmt_amt) * (-1)) AS MONEY),1))
    FROM   [dbo].T_PAYMENT a (NOLOCK)
         join [dbo].VRS_PAYMENT_METHOD b ON a.pmt_method = b.id
    JOIN [dbo].tx_cust_sal t (NOLOCK) on t.customer_no = a.customer_no and t.default_ind = 'Y'
    JOIN [dbo].t_customer o (NOLOCK) on o.customer_no = a.customer_no
    JOIN [dbo].t_batch l (NOLOCK) ON a.batch_no = l.batch_no
    JOIN [dbo].tr_batch_type m (NOLOCK) ON l.batch_type = m.id
    JOIN [dbo].vrs_batch_type_group n (NOLOCK) ON m.batch_type_group = n.id
    WHERE a.customer_no = @customer_no and b.id = '7' and a.pmt_dt <= GETDATE()
    End
    -----------------------------

    I hope this helps! 

    Suzie Davidson

     

  • $organization in reply to Suzie Davidson

    Hi Nicholas!

    Now that I've reread your question, it looks like you might be leaning more towards a RECEIPT version of your temporary card rather than a HEADER version. We do have both - the SQL code that Suzie provided creates the custom ticket element for a custom ticket header, which we can print anywhere/anytime for someone with an on-account balance - a feature the ticket office obviously loves. :)  <3

    A RECEIPT, however, would print at time of the original transaction, and if I'm not mistaken, could still be valid in an order with tickets for other performances, etc. If you are putting just the membership amount into a particular on-account used solely for purposes of temporary membership, then you can setup a unique receipt design just for that particular on-account payment type (attaching it via the "receipt format" column in Campaigns->References->Payment Method table).

    We use the "Cheque Amount Paid" ticket element to show the dollar amount on the actual receipt - however, note that for on-account methods it will show in parenthesis because it is a credit, not a debit. Considering your needs, though, you may not even need to put the dollar amount on it?!? Or you could have some fancy CASE statements in the Mask area to print what you need....just some thoughts.

    Good Luck!

    Beth

  • $organization in reply to Beth Gilliland

    Thank you both for the great ideas, we have now implemented the cool new element and ticket design that will let operators put money on account, in the same Order as ticket sales and still get an accurate interim membership card/receipt! 

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