Adjusting a payment doesn't remove the old application when viewing the application details on the payment

Why is new application being added and old application staying when adjusting a pledge payment rather than just edited, when changing via a revenue adjustment batch?
We're currently evaluating this issue for a fix in a future release.

Steps to Duplicate

1.  Click add pledge from any constituent record
2.  Amount = 100
3.  Designation = Library books
4.  Click save
5.  Click add payment
6.  Amount = 100
7.  Click save
8.  Select Post revenue to GL from the Revenue functional area
9.  Select a post parameter that posts all transactions and click start process
10.  Select batch entry from the Revenue functional area
11.  Click add
12.  Batch template = Revenue update batch
13.  Projected # = 1
14.  Projected amount = 100
15.  Click save
16.  Search for and select the pledge payment that was saved in step 7
17.  Select the revenue tab
18.  Click apply
19.  Change the applied amount on the pledge to 0
20.  Click yes to any prompts from resetting amounts
21.  Under additional applications, select donation
22.  Applied amount = 100
23.  Designation = Library books
24.  Click ok
25.  Click yes to any prompts resetting amounts
26.  Adjustment reason = any value
27.  Save and close the batch
28.  Commit the batch
29.  Return to the payment record
30.  Note that are now 2 applications - 1 for the pledge for $0 and 1 for the new designation

Expected outcome is that only one application shows.

Environment

 Blackbaud CRM
 4.0

Was this article helpful?


Thanks for your feedback! Did this solve your issue?

Comments (optional):


Thanks for your feedback!
We're glad it was helpful but sorry it didn’t solve your issue. If you need assistance, click Chat with Support below.
We’re sorry to hear that. Please tell us why.

 I don't like how this works.

 The answer is confusing.

 The answer didn't match what I was searching for.

Additional Comments (optional):


Thanks for your feedback! If you need assistance, click Chat with Support below.
Thanks for your feedback. Help us make our products even better by sharing details in our Idea Banks or our online Community.
Thanks for letting us know. We'll work on clarifying the information in the article. If you need assistance, click Chat with Support below.
Thanks for letting us know. We'll work on updating the search engine to return more relevant results.