Master record is converted to instalment - when converting Pledge to Recurring Gift

When converting a Pledge gift to a Recurring Gift, the 'master' Pledge record holding the schedule information is changed into the first installment.  This means all subsequent installments are logged against the previous month and Raiser's Edge incorrectly believes the last transaction is still due.

Gift dated 17th April linked to March 'master' record.
Gift dated 19th May linked to first installment in April.
Gift dated 18th June linked to second installment in May.
Gift dated 17th July linked to third installment in June.

This results in the Recurring Gift showing next transaction due, however the payment for this is already in the database.
We are currently evaluating this issue and will update this article when we have more information.

Steps to Duplicate

1. Create a Pledge gift and add any relevant installments.
2. Open the Pledge master record, select Gift from the top menu, then select Convert Pledge to Recurring Gift.
3. Open the Recurring Gift master record and select the Transactions tab.
4. Note the master record shows as the first 'Scheduled Date' and is linked to the first installment gift.


 Raiser's Edge

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