Mass Editing A committed Revenue Batch

Stuart Scarborough

We are in our 3rd month of being live on BBCRM and have a situation that popped up yesterday.   Is there a way to remove all gifts in a committed revenue batch and just rerun the batch of gifts?    We had about 500 gifts that originally were added as do not post and payment type other.   A few days later it was determined that these should be cash and marked Not posted so they would post and load to our finanical system.   I was able to update the tables behind the scene and move the records from the paymentother table to the paymentcash table easy enough but the Gl distribution tables are not populated and I don't have the confidence  understanding what tables are missing data to get that data in correctly.   We could do a adjustment batch of the full set of 500 transactions, but that is quiet a bit of work to have the end user handle each transaction individually.   Is there a solution to do this in mass through sql, a stored procedure, something?  Or a way to just delete all the transactions and start over?  Any direction here would be great.  thanks stuart

Lois Smith

In the revenue functional area, there is a Generate revenue update batch (under processing).  You can create an imported selection of the affected revenue ids and load them into batch.  Unfortunately, I don't see a way to mass change the payment type and post status but you can at least get them into the batch.  I'm not sure what is going to happen with these since you already changed some things in the background, though.  

Stuart Scarborough

Thank you for the quick response and direction.   This seems like the best way to handle all the transactions.  Thank you again