Recognition Program Fiscal Year grace period is not being applied

Users may find that Recognition Programs with an expiration date of "End of Fiscal Year" do not respect the grace period applied in the "Set expiration to end of following year when starting after cutoff day" option.
Download and install the latest patch 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. Open Administration>Fiscal Year End and note the month the Fiscal Year ends.
2. Open Administration>Fiscal Years and verify this matches step 1
3. Navigate to BBEC > Constituents> Recognition Programs and create a recognition program that uses "Expiration Date : End of fiscal year"
4. Enable "Set expiration to end of following year when starting after cutoff day" and set the cutoff date to a date that is prior to the date the Fiscal Year ends. (for testing purposes it will be easier if this date is set to a date in the past)
5. Continue setting up the recognition program adding at least 1 level and a designation if desired.
6. Open a constituent record and add a gift that would qualify for at least 1 level in the recognition program and make sure the date is inside the grace period set in step 4.
7. Navigate to Constituents > Constituent Recognition Process > Add a new processes, under Selected Programs create a new selection that includes the program setup in step 3.
8. Run the Recognition Process.
9. Navigate back to the constituent record > Revenue > Recognition > Recognition Programs datalist and locate the recognition program.
10. Click the down chevron and note that the expiration date is still the end of this Fiscal Year and not the next Fiscal Year as set.


 Blackbaud CRM

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