[ Procedures ]

Duplicating Transactions #

Description #

To make duplicate copies, one for each of a number of accounts, of a transaction which has already been entered.

Typically, this operation is used to enter a batch of transactions to all of the accounts which match a certain account selector. For example, it can be used to enter membership sale transactions for renewals at the end of a year.

Conditions #

Write access. Month is open as required for the transaction type to be duplicated. The transaction to be duplicated must be of one of the following types:

Cash Received.
Account Deletion.
Account Property Addition.
Account Property Removal.
Course Sale.
Membership Sale.
Membership Closure.
Aerotow Debit.
Aerotow Credit.
Aerotow Debit (SOM) (Start of Month).
Aerotow Credit (SOM) (Start of Month).
Rating Renewal.
Trial Lesson Fixed Price Modification.

Operator Level #

Full Entry.

Usage #

First enter the transaction to be duplicated for one of the appropriate accounts. Open the Transaction window for this transaction, see Displaying Transactions.

Choose Batch Duplicate (a button in the top part of the Transaction window).

An Account Selector window is displayed. Fill this in with the appropriate information required to select the accounts, see Account Selectors. Typically the membership class (ordinary, temporary, course or none members), and the specific membership type would be required together with other criteria to select the appropriate accounts.

For membership renewals this would probably include the exclusion of accounts with certain properties such as direct debit payers, the ordinary membership expiry month and, perhaps, the number of members on the account and the lack of deletion state on the account.

It is also possible to select the accounts to be processed depending on the date of birth of the account holder. Typically, this can be used to avoid renewal of memberships which have been "outgrown".

Choose OK on the Account Selection window. Max will then run through all of the selected accounts creating a copy of the original transaction for each one found except for the account of the original transaction (so that it doesn't get two transactions).

See Also #

Displaying Transactions