Is it possible to Import Recognition Credit onto an existing Revenue Record?

Some clients may receive a large lump sum donation that will then require a list of people to apply recognition credits to at a later date.  
It is not currently possible to import recognition credits onto an existing revenue record. Here is an Idea Bank Suggestion for this functionality: https://bbcrm.ideas.aha.io/ideas/CRM-I-1768 

It may be possible to add this functionality via a customization.  If this is something you are interested in, please reach out to your Account Executive for more information.  

Below are some additional options that may help you accomplish your end goal: 

Option 1)

1.       Run a Generate Revenue update batch process using a selection of the gifts that need to be updated
2.       Open the batch that gets created 
3.       Manually edit or reset recognition credits on each batch row so that they are correct
4.       Commit the batch 

Option 2) 

1.       Create a query of the revenue that needs these recognition credits 
2.       Click Browse to open the first revenue record and select open with Revenue transaction page 
3.       Select Go to Revenue on the Application
4.       Select edit Recognition Credits on the Recognition tab 
5.       Manually edit or reset recognition credits in the grid 
6.       Click Save 
7.       Repeat steps for all transactions in the query   

Option 3)

1.       Run a Generate Revenue update batch process using a selection of the gifts that need to be updated
2.       Open the batch that gets created 
3.       Manually edit or reset recognition credits on each batch row so that they are correct
4.       Commit the batch 

Option 4)

1.       Create a query of the revenue that needs these recognition credits 
2.       Click Browse to open the first revenue record and select open with Revenue transaction page 
3.       Select Go to Revenue on the Application
4.       Select edit Recognition Credits on the Recognition tab 
5.       Manually edit or reset recognition credits in the grid 
6.       Click Save 
7.       Repeat steps for all transactions in the query 

Steps to Duplicate

1) Navigate to the Import functional area
2) Add an Import
3) Select the Revenue Update batch 
4) Notice that users do not have the option to Import Recognition Credits onto an existing Revenue record. 

Environment

 Blackbaud CRM
 4.0
 4.0.158.0

Was this article helpful?