Payment is generated with a different appeal than the one defaulted in batch

This occurs when a Recurring Gift exists with an old Appeal and the payments generated for this Recurring Gift need to be assigned a different Appeal.  The Batch template has a default Appeal of the new Appeal. When users generate payments for these recurring gifts, the old Appeal is populated. 
We're currently evaluating this issue for a fix in a future patch or service pack.  

Steps to Duplicate

  1. Go to Revenue>EFT>Generate Payments
  2. Find process named ADA TSA
  3. Select Start process
  4. Select payments due on or after today and click Start
  5. Open batch that gets created by Generate Payments process
  6. Notice the appeal on this row is 2016 SC Major Giving which is not the Appeal that is defaulted in the batch template
  7. Perform the same steps in SP3 and the batch is generated with a payment with an appeal that is the one defaulted on the batch template
  8.  Workarounds:  
  9. Change the effort and/or appeal on the recurring gift to the new appeal
  10. Default New Marketing Effort and New Appeal in batch template  

Environment

 Blackbaud CRM
 4.0

Was this article helpful?