Membership is not renewed when generating payments in batch. This Occurs when a membership has been upgraded/downgraded.
If you encounter this issue in the latest version and patch of Raiser's Edge please contact support and reference this article.
Steps to Duplicate
- Add a new annual recurring gift to a constituent record for £20 - Make the gift date 31/01/16 - Link the gift to an annual membership (£20 dues) - Enter the membership start date as 31/01/16 - Open the recurring gift, enter a membership transaction schedule - (Renewed every 1 year, £20 dues) - Save the record - Automatically generate payments due on or before 31/01/16 in batch - Notice the gift is linked to the membership joining transaction
- Amend the recurring gift amount to £10 - The amendment date should be 01/06/16 - Downgrade the membership, with a downgrade date of 01/06/16 - The membership downgrade should expire on 31/01/17 - Amend the membership transaction schedule amount to £10 - Automatically generate payments due on or before 31/01/17
Notice that the membership is not renewed, even though the membership is lapsed and should have been renewed as of 31/01/17.