Campaign and Approach are removed from Soft Credit when the original transaction is modified

The Campaign and Approach are no longer appearing on the linked soft credit journal entry when the original transaction is modified. This is only happening on payments that are modified. This does not happen on gifts or pledges.  
We are currently evaluating this issue and will update this article when we have more information.

Steps to Duplicate

First create the pledge and link an account as the soft credit:
  1. Click Accounts
  2. Click Find an Account
  3. Search for the account that you would like to add the transaction to
  4. Click the name of that account
  5. Click their Journal page
  6. Click Add 
  7. Click Gift/Pledge under Transaction
  8. Enter the Date, Pledged Amount, Fund, Campaign and Approach on the left side of the page
  9. Select the Pledge Information tab and Click Create Pledge Schedule
  10. Select the Frequency, and enter the First Installment Date
  11. Select the Tribute, Soft Credit, Matching Gift Relationships tab 
  12. Click the magnifying glass under the Soft Credit Information and enter the name of the account you would like to soft credit
  13. Click Save and Go to Journal
  14. Click Add to add the payment to this pledge
  15. Enter the Date and Received amount on the left side
  16. Enter the payment information under the Gift Types tab
  17. Click the Tribute, Soft Credit, Matching Gift Relationships tab 
  18. Click the magnifying glass under the Soft Credit Information and enter the name of the account you would like to soft credit
  19. Click Save and Go to Journal

Go to that Linked Soft Credit account and verify that the Campaign and Approach in this journal entry
  1. Click Accounts
  2. Click Find an Account
  3. Click the name of the account that you are looking for 
  4. Click their Journal
  5. Click the Soft Credit journal entry
  6. Verify the Campaign and Approach are appearing in the soft credit journal entry.

Return to the Linked Transaction to modify this transaction
  1. Click Go to Linked Transaction on the left side of the soft credit journal entry
  2. Modify this linked transaction by adding a soft credit amount in the Tribute, Soft Credit, Matching Gift Relationships tab
  3. Enter amount in Amount field 
  4. Click Save And Go to Journal

Return back to the Linked Soft Credit journal entry and verify the Campaign and Approach are no longer there. 




 

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