I'm attempting to import a pledge payment where pledge belongs to a different constituent and the system removes the application when I open the batch.
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. Select add an individual from the Constituents functional area 2. Enter a name and click save 3. Click add a pledge from the constiuent record 4. Amount = 1000 5. Designation = library books 6. Click save 7. Copy the revenue ID and paste into the pledge payment.csv file in the Revenue streams Application lookup ID 1 column 8. Save and close the .csv file 9. Select batch entry from the Revenue functional area 10. Select batch templates 11. Click add 12. Batch type = enhanced revenue batch 13. Click okay 14. Enter a name, numbering scheme, and workflow 15. Click save 16. Select import from the Administration functional area 17. Click add 18. Select the new ERB template and click okay 19. Add a name 20. Select pledge payment.csv 21. Select the mapping tab 22. Click auto map 23. Select the revenue streams collection field and click map collection field 24. Click auto map 25. Click okay 26. Select the set options tab of the import 27. Select the options subtab 28. Change the value for search lists to quick find to save 29 Click save 30. Click start import 31. View the imported batch
Note the application shows for a split second but then is removed