18. November 2015 01:03
by Admin
0 Comments
Removing a trust requires a backup of the database, the trust id and name. There is no downtime in order to remove the trust as we will send an application that will process the trust removal from your specific SQL Server and GDPro/GDMA database.
Removing the trust removes everything pertaining to it such as owners, aliases, trustees, distributions, payments, successions, grants, shares and financial history. Once removed, the information is no longer retrievable.
We have an automated process to do the removal. It requires reviewing (and development if required) before each use to ensure any database changes (new fields or tables, for example) that may had been made since the last time it was ran, are covered.
The reason we require the backup of the database is so we can test the removal process is only removing information pertaining to the trust.
GDMA purchase is required if the trust is to be transferred to another organisation. A fee applies if the trust is to be transferred to an organisation that currently has a GDMA license. Please let us know if this is required.
11. November 2015 09:49
by Admin
0 Comments
Please contact us first to discuss the implications of removing a distribution as removing a distribution is not reversible and may affect reporting and payment reconciliations.
Payments made against a distribution have a link to the distribution. When removing the distribution - the link between the distribution transactions and their associated payments are lost. This means reconciliation that relies on these links, may no longer be possible. Any reporting that relies on these links could also be affected producing incorrect results.
Ensure that a backup of the GDPro database is made prior to processing a distribution removal.
Distribution Removal Steps
Select the Trust and Distribution - ensure to select the correct distribution asonce it is removed, it is no longer retrievable.
Click Remove and a message will display with a code which is to be provided to us so we can send an Access Code. Once the Access Code is entered, clicking OK will process the removal.
The reason for this step is so we can discuss if it is necessary to remove the distribution, the implications of removing the distribution and ensuring the correct distribution is selected for removal.