Processing recurring gift commitments have been creating random duplicate installments which cause the donor to look delinquent

When using the generate payments EFT task, you might notice that some recurring gifts seem to be randomly creating duplicate installments, causing the constituents associated with those recurring to appear delinquent.
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. Go to Analysis
  2. Click Information Library
  3. Click Add an ad-hoc query
  4. Choose Enhanced Revenue Batch as the Source view
  5. Include records where: Transaction type is equal to Recurring gift, and Recurring gift status is equal to Active, and Payment method is equal to Credit Card, and Credit type is not blank, and (Latest installment payment date is not this month or is blank, or (Latest installment payment date is the month, and Latest installment amount is equal to 0))
  6. In Results fields to display include: Constituent\Name, Amount, Date
  7. Choose to create a selection from the query
  8. Save Query
  9. Navigate to Revenue
  10. Click EFT
  11. Click Credit Car Processing
  12. Click Add
  13. Fill out Add form under Where are the credit card transactions coming from? Select New batch
  14. Populate check box next to Recurring gifts
  15. Under Associated account system: select System Generated Account System from the drop down
  16. Populate the check box next to Consolodate multiple commitments to a single payment by constituent
  17. Populate the check box next to Only include payments in the following selection
  18. Next to Selection search for and choose the selection made from the query created in step 7
  19. Next to Payments due on or before select Specific date from the drop down
  20. Select appropriate date
  21. Next to Payment batch template select Enhanced Revenue Batch from the drop down
  22. Next to Payment batch owner choose appropriate owner from the drop down
  23. click Save
  24. Under Credit Card Processing select the process created from these steps and Click the chevron
  25. Click Start process
  26. In Batch search for created Batch
  27. In the Authorization code area populate with 16 ones
  28. Validate and Commit the batch
  29. Navigate to Constituent Record and notice Duplicate installment (happens randomly- Results may vary)


 Blackbaud CRM
 4.0.172 Service Pack 12

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