I need to create a query for all payments with a certain other payment method

In Altru, you can set up other payment methods for other types of payments rather than cash, check, and credit card.  These other methods could be things such as gift certificate, Groupon, Pre-Altru, Scholarship, and more.  This Knowledgebase explains how to query on when a certain other payment method was used. 
  1. Go to Analysis > Information Library.  Click Add an ad-hoc query.
  2. Select the source view of Revenue and click Ok.
  3. In the middle pane, scroll down and click on Other method.  Move this to Include Records Where.
  4. Set the criteria to equal to the particular other payment method.
  5. If you wish to filter on a certain date, click on Date in the middle and move to Include Records Where.  Set your criteria to the date range you are looking for.
  6. Move any other fields that you want to see about these payments into Results Fields to Display.
  7. Go to the Set Save Options tab.  Name and save the query.
  8. Click to process the results of the query.
OR to receive this information only for sales orders:
  1. Go to Analysis > Information Library.  Click Add an ad-hoc query.
  2. Select the source view of Sales Order and click Ok.
  3. On the left, click on the plus sign next to Sales Order Payment, then click on Revenue.
  4. In the middle pane, scroll down and click on Other method.  Move this to Include Records Where.
  5. Set the criteria to equal to the particular other payment method.
  6. On the left, click on Sales Order Item.  
  7. Move any other fields that you want to see to Results Fields to Display.
  8. Go to the Set Save Options tab.  Name and save the query.
  9. Click to process the results of the query.

Environment

 3.15

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