Forum Discussion
How do you adjust an existing transaction record in Fundraising and Engagement?
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.
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.