Within CRM, it is possible to generate payments based on overdue Pledge installments. When generating these payments the oldest installment will be generated automatically into the batch. If you attempt to adjust the amount to cover the rest of the overdue installments and Validate, you may receive Error: The total amount must be equal to the sum of the amounts applied to commitments.
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.
Steps to Duplicate
1. Log-in to 4.0. 2. Go to Constituents and Add an individual. 3. Click Add pledge under Tasks. Amount: $8 Date: 1/1/2016 Designation: Any Frequency: Irregular Installments: 1/15/2016 2/15/2016 3/15/2016 4/15/2016 Mark Pay installments by: Credit card Card type: Visa Card number: 4111 1111 1111 1111 Name: Any Expires on: any future date 4. Save. 5. Go back to your Constituent record. On the Revenue, Accounts tab add an account being sure to set the EFT status to 'EFT'. 6. Go to Revenue, EFT, Generate Payments, and click Add. Name: Any Mark Pledges Mark Only consider records int he following selection and create a selection of the transaction you created from Step 3. Payment batch template: CG - ERB 7. Save and Start your process. 8. Go to Revenue, Batch Entry, and edit your batch that was generated. Adjust the amount from $2 to $6 which would cover all 3 of the past due installments. Click yes to the prompt regarding recognition credits. 9. Click Update projected totals and then click Validate. Notice Exception: The total amount must be equal to the sum of the amounts applied to commitments.
The client said they were able to adjust the amounts to cover all past due installments without issue in service pack 3 of version 4.0. I tested this in version 3.0 and it did not throw an exception. How should this work?