Changing the Appeal from a Generated Revenue Update Batch removes benefits

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.
 

Environment

 Blackbaud CRM
 4.0.178.56

Was this article helpful?


Thanks for your feedback! Did this solve your issue?

Comments (optional):


Thanks for your feedback!
We're glad it was helpful but sorry it didn’t solve your issue. If you need assistance, click Chat with Support below.
We’re sorry to hear that. Please tell us why.

 I don't like how this works.

 The answer is confusing.

 The answer didn't match what I was searching for.

Additional Comments (optional):


Thanks for your feedback! If you need assistance, click Chat with Support below.
Thanks for your feedback. Help us make our products even better by sharing details in our Idea Banks or our online Community.
Thanks for letting us know. We'll work on clarifying the information in the article. If you need assistance, click Chat with Support below.
Thanks for letting us know. We'll work on updating the search engine to return more relevant results.