Recurring gift payments in a gift batch do not retain their pay method and gift code when selecting to Automatically apply gifts to pledges and recurring gifts

When a user creates a recurring gift batch to pay recurring gifts, the payments will not retain the pay method and gift code entered in the batch. Instead, the values entered in the batch will be overwritten by any value in the original recurring gift. This happens only when choosing to Automatically apply gifts to pledges and recurring gifts.

We have evaluated this issue as a bug and we have determined it will not be addressed in the program in its current state.  In this case, we believe the risks and challenges outweigh the potential benefit of resolving this issue. We strive to select the most impactful changes and issues to address with each release to accelerate the rate at which we deliver new features while sustaining the highest level of quality for our customers.

 

We recommend adding any program suggestions to our Ideas Community page. Our developers check here first when building program enhancements to see what our users are most interested in seeing implemented.

Alternate Workaround:
1. Update the original recurring gift so subsequent payments will reflect the defaults
2.
Commit the pay-cash gift batch and manually update the gift records

Environment

 7.94, patch 1

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