Revenue Category is not inherited from payment to MG Claim when manually adding a payment with a MG Claim. Revenue Category is not inherited from payment to MG Claim when manually adding a MG to a payment via Revenue update Batch. There is no way to add Revenue Category to MG Claim after-the fact.
We're currently evaluating this issue for a fix in a future patch or service pack.
Steps to Duplicate
As a gift entry officer, I want to see revenue category carried over from payment to matching gift claim when entering one-off payments and matching gift claims, so that I may enter claims and payments either via the one-off or batch process and the revenue category is always carried over.
Background: When a payment is added in batch, users can specify to create a corresponding matching gift claim that inherits the properties of the payment, including revenue category. When the matching gift claim is paid off, the subsequent payment also inherits the revenue category. However, when a payment is created from the "Add a payment" form, there is no option to add a matching gift claim for the gift, and it has to be added manually from the payment record once the payment is saved. When creating a one-off matching gift claim, there is no place to specify a revenue category, and it does not automatically default based on the original payment as it would if added in batch. Then, when a payment is made to pay off the matching gift claim, that payment does not have the revenue category either.