Here's a question of mine from a few weeks back that never made it
through the listserv:
Our database has had several revisions to the member levels assigned
through the Setup Wizard. Now, when I print a Giving Level report, I
get printouts for the old levels which have since been deleted. It
appears that the member level is stored in the Level field in the
Payments file, which is calculated from the Level Calc field (which in
turn draws it's values from the setup file based on the member levels at
the time the payment is recorded and updated). The Names file merely
references this field in its Find Mbr Level field.
Thus, when you change the values in the member level list, you end up
with a growing list of levels in the Level field covering a wide range
of dollar values which all print in the Giving Level report (at least
the levels for the payments being reported on). It seems that if you go
back into payments entered under old member levels and run the Update
Level button, the values get corrected to the new levels.
This is a cumbersome way to get old payments to update to the new
levels. Is there an easier way to do this? Jack Noll once posted a
"fix" which acts like a global "Update Level" command, which appears as
though it needs to be run each time the member levels change:
>1) Enter ebase using your master password.
>2) Get over to the paymnts_ file by selecting Window->paymnts_.102.
>3) Hit the "Find All" button so you're working with all payment records.
>4) Get into Layout Mode.
>5) Using the layouts pulldown (above the rolodex), navigate to the layout
named "All Fields".
>6) Get back into Browse Mode.
>7) Place your cursor into the field named "Level".
>8) Select Script->FMPro Replace Command.
>9) You'll see a Replace dialog box appear. Select "Replace with calculated
result".
>10) In the Specify Calculation dialog box, enter the words "Level Calc"
(without the quotes). Hit the "OK" button, then hit the "Replace"
button.
>11) Hit Ctrl-1 to get back to the HOME screen.
>12) Run Replace All Find Fields.
Ebase should include a routine by which all payment levels can be
updated to the new member levels through a routine similar to the
"Replace All Find Fields" routine (which doesn't update the member
level, even though it is a calculated field). Users could opt to run
the routine based on a Start Date or leave the old payment levels alone.
I think we've settled on a member level in ebase that suits our needs -
for now - but need to make sure all payments entered so far are in sync
with these levels. Also, we will probably change these levels in the
future, and may want old payments to reflect these new catagories.
Again, is there a better way to update member level for a specific set
of payments?
Carl
--
Carl Paulsen
New Hampshire Rivers Council
54 Portsmouth Street
Concord, NH 03301
603-228-6472
603-228-0423 Fax
[EMAIL PROTECTED]
--
Carl Paulsen
New Hampshire Rivers Council
54 Portsmouth Street
Concord, NH 03301
603-228-6472
603-228-0423 Fax
[EMAIL PROTECTED]
