When running a Generated Revenue Update process to create a batch that will alter the existing appeal on revenue records with manually added benefits (not tied to an appeal) which existed on the revenue are removed. Using a non-generated one off Revenue Update Batch to adjust the appeal will preserve the manually added benefits correctly.
We’re currently evaluating this issue for a fix in a future service pack.
Steps to Duplicate
1. Add a payment for a constituent for any amount with an application of donation, add an appeal that is not tied to a benefit, and then add any benefit. 2. Create or use a Revenue Update Batch Template with the default out of box fields and defaults. 3. Create a new batch using the previously created batch template. 4. Populate the batch with Revenue from step 1. 5. Observe the Benefits exist on the Revenue > Benefits tab. 6. Adjust the appeal and validate, the benefits remain. 7. Navigate to Revenue> Generate Revenue Update Batch. 8. Create a new process using the previously created Batch Template. 9. Add a Revenue Selection Filter of the record that was used previously, Check the Filter selection and overwrite with new value. Filter By Appeal and select the current appeal, overwrite with a new appeal (which is also no linked to a benefit). 10. Save and run the process. 11. Open the batch, click on benefits, and note they have been removed.