Group sales revenue not pulling into my smart field

After creating a constituent revenue application amounts smart field you may notice that some of your group sales revenue did not pull into the smart field. In particular, you may notice that facility rental revenue and revenue from group sales reservations that are not checked in are missing
If this does not resolve the issue, chat with support with the following information:  
  • The exact steps to duplicate the issue (click by click).
In the meantime, if you need to pull in the revenue that has not been checked in you can accomplish this by checking in the group sales reservation:

Check in group sales reservation:
  1. Click Sales > Group Sales
  2. Click on the reservation within the group sales calendar
  3. Click Check in Group under the task menu in the upper left hand corner of the screen
  4. Complete the information on the check in screen and click Check In

Steps to Duplicate

Create a Facility Rental
  1. Click Sales > Group Sales > add
  2. Enter a patron name
  3. Add a visitor type and count
  4. Click save
  5. Click on the name under the manage itineraries tab
  6. Click the add button in the upper right hand corner of the screen > click custom item
  7. Give the custom item a name
  8. Choose a location in the location field
  9. Add a price and click save
  10. Go back to the reservation record's home page and click the add payment button
  11. Add a payment for the reservation
  12. Click the check in button to check in the reservation

Create a constituent revenue application amounts smart field
  1. Click Administration > Smart fields > add
  2. Choose the constituents revenue application amounts smart field
  3. Give the smart field a name
  4. Click on the parameters tab
  5. Change the value to return to Total application
  6. Mark every Revenue type and Mark every transaction type
  7. Click save
  8. Click on the name of the smart field
  9. Click start process
Check the smart field value
  1. Click Constituents > Constituent search
  2. Search for and select the constituent that made the group sales reservation order
  3. Click on the smart fields tab on the constituent record
  4. Notice that the amount field is $0.00


 Altru Arts & Cultural

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