PLANNEDGIFTREVENUESPLIT table is only populated when entering a planned gift with the vehicle type of ‘Outright gift’ or ‘Bargain sale’

Planned gift information is only entered in the PLANNEDGIFTREVENUESPLIT table when using the vehicle type of ‘Outright gift’ or ‘Bargain sale’. All other vehicle types do not populate data into the table.
We are currently evaluating this issue for a fix in a future service pack. 
 

Steps to Duplicate

1. Navigate to Prospects functional area and select 'Search Major giving prospects'.
2. Search for and select any Prospect.
3. On the Prospect tab select the 'Planned Gifts' sub-tab.
4. Select 'Add' to add a new planned gift.
5. For the 'Planned gift vehicle' choose 'Outright gift', enter a gift amount, recognition amount, net present value, and realized amount.
6. Mark the status of the planned gift 'Accepted'.
7. On the 'Planned Gift Details' tab enter a Designation and Amount. Save the planned gift.
8. Run the following query against the database and note the count of rows returned: select * from PLANNEDGIFTREVENUESPLIT
9. On the planned gift record under tasks select 'Add as revenue' and save the payment.
10. Again run the following query against the database and note that the count of rows returned has increased by 1: select * from PLANNEDGIFTREVENUESPLIT
11. Go back to the Constituent record and select the Prospect tab, and then select the 'Planned Gifts' sub-tab.
12. Select 'Add' to add a new planned gift.
13. For the 'Planned gift vehicle' choose 'Charitable gift annuity', enter a gift amount, recognition amount, net present value, realized amount, and payout amount.
14. Mark the status of the planned gift 'Accepted'.
15. On the 'Planned Gift Details' tab enter a Designation and Amount. Save the planned gift.
16. On the planned gift record under tasks select 'Add as revenue'. Mark the option to 'Generate GL distributions' and save.
17. Again go to the Constituent's record. Under tasks select 'Add payment'.
18. In the 'Amount' field enter the amount that was entered for the gift amount on the planned gift in step 13.
19. In the 'Application' drop-down select 'Planned gift'. Highlight the planned gift that was previously entered and select the 'Add' button to apply this payment to the planned gift.
20. Mark the checkbox for 'Planned gift balance of $xx.xx’ and click 'OK'. Save the payment.
21. Again run the following query against the database and note that the count of rows returned has NOT increased by 1 this time: select * from PLANNEDGIFTREVENUESPLIT
 

Environment

 Blackbaud CRM
 4.0
 4.0.166

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