Application is removed when opening an imported enhanced revenue batch

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


 Blackbaud CRM
 Service Pack 9

Was this article helpful?