Recurring Gift Pay-Cash isn't created from Gift Batch

An exception will occur when committing a batch that includes a Recurring Gift with a linked payment. This occurs when the reference field in the database is a required field. 

This behavior can occur when there are user-defined fields marked as required for gift records. The Reference field, for example, does not auto-populate in gift batches for Recurring/Pledge/MG Pledge gift type transactions that carry the first payment processed. Raiser's Edge integrated solutions such as Online Express, the RELO plugin, or Sphere have the functionality to sync Recurring gifts and the first payment processed in one transaction. Raiser's Edge carries this data into the Batch module as one line item. Once the Batch is successfully committed the Recurring gift and the first payment processed (Pay-Cash) will appear as two separate records on the donor's record.

Because of this functionality, when a user commits this gift batch, the validation check is only applied to the Recurring Gift. Because Reference is not an auto-populating field, it does not commit the pay-cash gift with the default reference set in the batch which prompts the exception batch (if the user chooses to create an exception batch) after committing the gift batch.

Alternate workaround
1. Remove the requirement for Reference or non-autopopulating gift fields
2. Update the exception batch gift type (change to Cash) and link to the recurring gift

Steps to Duplicate

  1. In the Raiser's Edge, navigate to Config > Fields > Gifts
  2. Mark Reference as a Required Field
  3. Create a Recurring Gift in Luminate Online 
  4. Open the Luminate Online Plugin in Raiser's Edge
  5. Open Gifts and Registrations
  6. Process the Recurring Gift transaction into Batch
  7. Open the Gift Batch in The Raiser's Edge
  8. Populate a Reference in the Recurring Gift line
  9. Validate the Batch before committing
  10. No Batch Exceptions are found
  11. Commit Now 
  12. Exception appears 
  13. Select Exception Report 
  14. Receive error " Error processing report: Can't show non-modal form when modal form is displayed" (Note: If committing the Batch outside of the plugin, this error does not populate and you see the Required field missing: Reference on the Exception Report)
  15. Click OK
  16. Open Constituent Record 
  17. Select Gift Tab
  18. Recurring Gift appears on the Record, but the Recurring Gift Pay-Cash is not present  

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