Hi all.
I'm trying to find a list of people who have funds on a specific On Account payment method. I feel good about this tiny bit of code, but I need to exclude those patrons with $0.00 balance. Anything I try with pmt_amt either < or > $0.00 removes specific transactions, not those with $0.00 on account.
(As a side note - I am trying to use this in either a list or an extraction, if that matters at all...)
Thanks in advance,
Lesley
The On Account Funds (or whatever it's called) report doesn't meet you needs?
In this case you can use (goes after group by)
HAVING SUM(pmt_amt) <> 0.0
The report is great, but will I need to use it in a list and then use the list in the extraction?
Note: I've added a view on T_PAYMENT to create a list manager criteria set for us to facilitate this sort of search. But I would definitely make sure that the On Account Tracking report (that's the name) won't help you achieve your goals.
You'd have to run it manually and then save it as a List to then use the output with Extractions. Not going to work for any sort of automated process, for sure.
Thanks Gawain.
Hey Lesley - You may want to check out this recipe for on account funds which you could use for lists/output sets
www.tessituranetwork.com/.../Tessitura.htm
Thank you Jennifer!