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Author Topic: Function for Rebooking / Re-Assigning Contributions in Core?  (Read 555 times)

Fabian_SYSTOPIA

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Function for Rebooking / Re-Assigning Contributions in Core?
May 12, 2015, 02:18:13 am
Hi everyone,

we developed an extension that can be used to issue donationsreceipts according to German legal requirements which we will publish later this year.

A "by-product" was a function that let's you rebook contributions from one contact to another e.g. if a donations wasn't matched correctly. For many German users rebooking is a function that they have been missing in CiviCRM for quite a while.

My question is, if this function is of general interest and if you think it should be available in the CiviCRM core. If yes, we may be able to separate that function from the extension and make it available e.g. as a pull request.

However, as this would imply quite a bit of work for us and probably also for the core team to integrate, it would obviously only make sense if there is a common ground for it.

We appreciate feedback from everyone and - especially the core team.

Best Regards
Fabian

« Last Edit: May 12, 2015, 04:13:59 am by Fabian_SYSTOPIA »

Erik Hommel

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Re: Function for Rebooking Contributions in Core?
May 12, 2015, 03:00:49 am
Good to hear Fabian! We do not have a user case yet but I can certainly imagine that this would be a useful function and pretty convinced the question will arise as we explore the fundraising world further. So +1 for core?
Erik
Consultant/project manager at EEatWork and CiviCooP (http://www.civicoop.org/)

joanne

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Re: Function for Rebooking Contributions in Core?
May 12, 2015, 03:08:25 am
I think the English term you are looking for may be  "re-assign" rather than "re-book", and I think this would be a good addition to CiviCRM functionality. 

At the moment we delete and re-enter the contribution against the correct person, including the transaction ID and the Invoice Id from the original transaction and that is sufficient for us, but I would much rather be able to reassign, particularly if it leaves a trail of what has happened in the form of an activity.

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