Forum Discussion
How do you adjust an existing transaction record in Fundraising and Engagement?
In Fundraising and Engagement, there are standard adjustment related fields (“Is Adjusted”, "Adjustment Comment", "Adjustment Reason", "Original Transaction Adjusted"-Lookup to original transaction being adjusted, etc.) on the Transaction record. These fields are open for editing during the creation of a new Transaction record, but locked as expected when that new Transaction is processed/completed.
Is there any out-of-the-box automation or processes related to these standard adjustment fields that can be used to successfully adjust an existing completed Transaction record in preparation for posting or reconciliation with Finance?
cmsuarez If you're looking to edit an existing transaction, even after the transaction has been marked as completed, you should be able to use the Power Apps Maker Portal, go to Tables -> Transaction -> Edit, find the desired record and change the values there. Alternatively, you can use any other tool that interacts with Dataverse (e.g., XrmToolbox or PowerAutomate) to edit the field from there.
In terms of the behind-the-scenes logic for adjustment transactions, beware that if there is, for example, a transaction of $10 for a Contact, and you create another Transaction of $9 for the same Contact that is an Adjustment of the previous Transaction, and both are completed, the app will consider both, and the contact will have a total of $19 transacted.
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cmsuarez If you're looking to edit an existing transaction, even after the transaction has been marked as completed, you should be able to use the Power Apps Maker Portal, go to Tables -> Transaction -> Edit, find the desired record and change the values there. Alternatively, you can use any other tool that interacts with Dataverse (e.g., XrmToolbox or PowerAutomate) to edit the field from there.
In terms of the behind-the-scenes logic for adjustment transactions, beware that if there is, for example, a transaction of $10 for a Contact, and you create another Transaction of $9 for the same Contact that is an Adjustment of the previous Transaction, and both are completed, the app will consider both, and the contact will have a total of $19 transacted.