Error: The starting on date cannot be before the day after the date of the last transaction of the recurring gift when amending the Starting on date on a recurring gift

When creating an Amendment no a Recurring Gift, when trying to change the Starting on date, users receive the following error: 'The starting on date cannot be before the day after the date of the last transaction of the recurring gift.' This can occur when there has been a transaction made on the Recurring Gift for a date that is later than the desired Starting on date.
Addressed in version 7.82.1514. Download the latest update from our website.

Alternative Solutions:

  • If payments have been received for the recurring gift:

    Terminate this recurring gift and add a new one with the correct information.

    OR

    1. Open the Original Recurring Gift
    2. On the General tab, change the Status to Active
    3. Go to Transactions tab
    4. Click Rollback Transaction until the next transaction date due is before the desired start date
      NOTE: The Gift Date on the original recurring gift must be on or before the desired start date
    5. Create new gift and apply it to the original Recurring Gift, with the same information as the original payment.
    6. Open original Recurring Gift Pay-Cash and click Delete
    7. Open the original Recurring gift and go to the Amendments tab
    8. Create a new Amendment to create a new schedule.
       
  • If payments have not been received, delete the existing recurring gift and add a new one with the correct information.
     
  • If this issue applies to a number of recurring gifts for which have no payments have been received:

    1. Create a gift query containing the recurring gifts with the incorrect start date
       
    2. In Administration, select Import. Create a gift import file based on the query - include all fields on the gift.
       
    3. Open the file created in Excel, and correct the Starting On date. Save the changes in a .csv file.
       
    4. In Administration, use the query created in step 1 to globally delete the recurring gifts that contain the incorrect Starting On date
       
    5. Import the amended file to create new recurring gifts, with the correct Starting on Date
       

Environment

 Duplicated in version 7.81.1334.1 ; Reported in version 7.80.1122

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