The Encumbered amount is incorrect when added a payment is split with benefits

A  user may notice that a donation on a Donor Challenge has the incorrect encumbered amount, when benefits exist.
When a donor challenge has the matching portion set to 'Tax deductible amount only' the encumbered amount is calculated on the receipt amount of the overall gift.  This is because the receipt amount is tied to the overall revenue record and the application splits on the revenue.

Example:  Donor Challenge is created to match tax deductible amounts to the Annual Fund.  A gift is enter for $200 split with $100 going towards the Annual Fund and $100 going towards the Building Fund.  Their is also a benefit of $30 added to the gift setting the receipt amount to $170.  The donor challenge is updated and the gift to the Annual Fund is added but the encumbered amount is $85.  This is because the gift is split 2 ways and the amount is calculated based on the receipt amount of $170.  

As a workaround you can manually edit to adjust the encumbered amount to the full split amount. 

Environment

 3.0.516, patch 54

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.