Matching Gift Claim Application incorrect when Pledge Payment applied through an Enhanced Revenue Batch
When creating a Payment against a Pledge Installment within an Enhanced Revenue Batch where the Constituent has a Relationship with an Organization that matches gifts, the Recognition Applications created is Donation instead of Pledge when the Matching Gift Claim is automatically generated.
Locate and add a Constituent record that has an Outstanding Pledge Installment to the Batch
Note: Make sure the Constituent record has a Relationship to an Organization that matches gifts and the checkbox for "The organization will match contributions for this relationship" is marked
Go to Revenue tab and apply the commitment for an outstanding Pledge Installment
Update Projected Totals, Validate, and Save & Close the batch
Commit the batch
Access the Constituent's record and go to Revenue > Recognition History
Note that the Transaction for Matching Gift Claim is showing with an Application of Donation instead of Pledge
Answer:
Download and install the latest patch which contains all fixes from previous patches. If you are running an older version, download and install the latest version and then the patch.