Deposits are not updated in the Blackbaud Data Warehouse

After entering a payment initially and subsequently editing the payment and running the ETL process, deposit information in not updated in the Blackbaud Data Warehouse and thus deposits in CRM and the Warehouse do not match.

Article Number: 101665

Products:

  • Blackbaud_CRM
Download and install the latest Service Pack 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. Enter a payment for a constituent in CRM and enter in via batch, commit the batch
2. Create a deposit in CRM and link that batch to the deposit that contains the payment that was entered.
3. Run the ETL process for the data warehouse
4. Go back to the payment and edit the amount
5. Note that the deposit will be updated in CRM as well with that new amount since it is linked to that payment
6. Run the ETL process again
7. Run the following script on the Blackbaud Data Warehouse:

select * from bbdw.FACT_FINANCIALTRANSACTIONLINEITEM where FINANCIALTRANSACTIONLOOKUPID = 'your deposit number'

8. Note that the deposit in the data warehouse still shows the old amount before the payment was adjusted


 

Environment

 Blackbaud CRM
 4.0
 4.0.172.0, Service Pack 12
 4.0.158.0

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