Duplicate Subcategories for Same Full-Time Missionary

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mwgrover
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Duplicate Subcategories for Same Full-Time Missionary

Postby mwgrover » Tue Nov 12, 2013 8:56 pm

We have a full-time missionary serving from our ward, and in our Ward Missionary Fund category, there are two subcategories for the same missionary. One has his full name including middle name, and the other is just the surname and first given name (no middle name.) It appears the latter is the preferred account because that is where the expenses are coming out of, and we have another missionary that only has one subcategory for her and there is no middle name on hers.

So my question is, how can we go about deleting the duplicate subcategory for this missionary? It becomes an issue when a donation is mistakenly processed in the wrong subcategory, then the donation has to be reclassified into the correct subcategory that the expenses are coming out of.

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aebrown
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Re: Duplicate Subcategories for Same Full-Time Missionary

Postby aebrown » Tue Nov 12, 2013 8:58 pm

You'll have to call Local Unit Support; there's no way for you to delete the duplicate subcategory yourself. It would be prudent to make sure that the duplicate subcategory has a balance of zero before you call and ask LUS to delete it.

Gary_Miller
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Re: Duplicate Subcategories for Same Full-Time Missionary

Postby Gary_Miller » Wed Nov 13, 2013 7:58 am

There is no need to delete it. Just deactivate it and it won't show up as one of the active categories when you process donations.

jdlessley
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Re: Duplicate Subcategories for Same Full-Time Missionary

Postby jdlessley » Wed Nov 13, 2013 8:34 am

Gary_Miller wrote:Just deactivate it and it won't show up as one of the active categories when you process donations.

Missionary categories cannot be deleted or deactivated locally. This must be done by headquarters.
JD Lessley
Have you tried finding your answer on the LDS.org Help Center page or the LDSTech wiki?

eblood66
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Re: Duplicate Subcategories for Same Full-Time Missionary

Postby eblood66 » Wed Nov 13, 2013 8:50 am

jdlessley wrote:
Gary_Miller wrote:Just deactivate it and it won't show up as one of the active categories when you process donations.

Missionary categories cannot be deleted or deactivated locally. This must be done by headquarters.

I doubt even HQ can delete it at this point since there are transactions in the category. If it had never been any transaction them maybe. But if they deleted it now it would lose transaction history. I expect the best that can done is deactivate it. However, perhaps HQ can also rename the category so that it doesn't accidentally get used again if it somehow gets active again (which I have seen with Missionary categories).

Gary_Miller
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Re: Duplicate Subcategories for Same Full-Time Missionary

Postby Gary_Miller » Wed Nov 13, 2013 11:25 am

jdlessley wrote:
Gary_Miller wrote:Just deactivate it and it won't show up as one of the active categories when you process donations.

Missionary categories cannot be deleted or deactivated locally. This must be done by headquarters.

You can deactivate it in MLS all you need to do is make sure the category is zero and then check make category inactive. This way it will not show as an option when processing donations. You do it in the same place where you setup subcategories for budget and other accounts, only under missionary. I know it can be done because I do it every-time a missionary returns.

eblood66
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Re: Duplicate Subcategories for Same Full-Time Missionary

Postby eblood66 » Wed Nov 13, 2013 1:41 pm

Gary_Miller wrote:
jdlessley wrote:
Gary_Miller wrote:Just deactivate it and it won't show up as one of the active categories when you process donations.

Missionary categories cannot be deleted or deactivated locally. This must be done by headquarters.

You can deactivate it in MLS all you need to do is make sure the category is zero and then check make category inactive. This way it will not show as an option when processing donations. You do it in the same place where you setup subcategories for budget and other accounts, only under missionary. I know it can be done because I do it every-time a missionary returns.

I've done it at times as well but other times I've tried to inactivate a category for a returned missionary which has a zero balance and the checkbox is disabled and I can't change it. I've never figured out any reason why. If that's the case they may need to involve CHQ.


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