Data could not be saved: More money is being applied to the recurring gift than is allowed according to the payment handling rules; the excess should have been split off as a donation

When importing recurring gift payments into an enhanced revenue batch or manually creating enhanced revenue batches, the recurring gift payment handling rules set up in Revenue are not being automatically applied which cause the error message to occur. This does not occur for one off payments entered on the constituent record.
We are currently evaluating this issue for a fix in a future release.

Steps to Duplicate

For imported revenue batches:

1. Create an import using the Enhanced Revenue Batch template
2. In the import map the following fields: Lookup ID, Amount, Date, Revenue Type, Application, Installment Amount, Designation, Installment start date, Payment method.

In the csv file used for the import use Payment for revenue type and recurring gift for the application. For the Amount, put in an amount that is more than what the installment amount is.

3. Run the import process to create the batch
4. Note the error message in the exception report and also in the exception batch that is created
5. Open the batch and note that there is no additional line or application for the excess funds.
6. Go to the Apply to Commitments window and note that the amount for the installment is applied, but the excess funds are not applied and are not added to the bottom of that window as an additional application. In order to get this extra money applied you have to manually apply in in this window, where based on the recurring gift handling rules in Revenue it is expected that this would have happened automatically.

For manually created batches you will  have to go into the apply to commitment window and apply the installment amount to the correct recurring gift, and on the bottom of the window apply the excess funds as a donation and add a designation there.







 

Environment

 Blackbaud CRM
 4.0
 4.0.163.0

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