Ceres5.01.81 - Fix No. Drilldown on reports

Modified on Tue, 11 Apr 2023 at 09:20 AM

Service Request or Support: N/A

Issue addressed: The No. drilldown on the request page (Donor tab) for RP 14012263 (Donor/Item Rec. Statistics) shows Vendors not Donors.  A Donor No. can be manually entered but it is not available for selection via the drilldown.  A report review indicated that all Donor based reports have the same issue (e.g. Donation Receipts Summary, Top Donor List, etc.).  Additionally, when attempting to use the "Update Donor Number" function on the Posted Donation Order, when drilling down on the Donor No. only Vendor records are visible.  The user can type the Donor No. and the process will accept the value but the user cannot select the Donor from the drilldown list as only Vendors are displayed.

Objects Affected:

Type               ID                                Name

Table              32                                Item Ledger Entry

Report            14012263                  Donor/Item Rec. Statistics

Report            14012274                  Outstanding Donor Order Status

Report            14012285                  Send Mass E-mail

Report            14012361                  GR Poundage

Report            14012495                  Update Donor Number

Report            14012508                  Donation Receipts Summary

Report            14012510                  Batch Email Donation Receipts

Report            14012517                  Top __ Donor List

Page               14012637                  MealConnect Order

Page               14012640                  MealConnect Order List

Page               14012684                  Grocery Rescue Batch Exchanges



This release does not present a change in system usage methodology. 


Resolution: Ceres was enhanced by moving the Donor No. filter from the Donor tab to the Options tab for the affected reports.  The Donor No. drilldown on the Update Donor Number function was corrected to display only Donors.  The Donor No. drilldown on the MealConnect and Grocery Rescue pages was correctly to display Donors. 

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