Hello,
I have been pulling due pledges through SSMS. The issue with that is that the front end does not get updated. The transactions tab and the contributions detail do not get updated with a "Bill Sent" line.
I would like to continue pulling pledges through SSMS, but I would like for these, and any other tables I may be forgetting, to get updated. Has anyone done something similar? Can you tell me what tables need to be updated when an invoice is generated?
Thank you,
John
Hello John,I don't think you're going to be able to mimic the full functionality of the Pledge Billing utility easily (or at all) via SSMS. While the AP_RAISE_BILLS1 procedure will populate the data, the actual processing of the bills is done via a service endpoint that is not intended for use outside the application. While you could technically write your own T_TRANSACTION rows for the 'Bill Sent' action, this wouldn't be supported. The suggested process would be to run the billing using either the standard pledge bill format already in your T_FORMAT_INFO table, or creating another row in that table with gooesoft_report_id = 'Pledge Bill' and D Object = d_pledge_bills_standard. Then save the output as Excel or CSV to work with the data in another program. Further advice is probably best provided in the context of a help ticket.