CRM users may encounter the exception, "Required field missing: Designation," immediately upon opening an Enhanced Revenue Batch if the Revenue Type and Application fields are defaulted in the batch template
We're currently evaluating this issue for a fix in a future patch or service pack.
Steps to Duplicate
Log into CRM and navigate to the Revenue functional area.
Select the Batch Entry Task.
Select Batch Templates from the menu on the left, and locate the Enhanced Revenue Batch template.
Edit the batch template to view the fields and defaults.
Select the "Select fields and defaults" tab and ensure the following fields are defaulted.
Application = Donation
Revenue Type = Pledge
Click Save to close the "Edit batch template" window and return to the main Batch Entry screen.
Click Add to add a new batch.
Select the batch template above from the Batch Template drop-down menu.
Click Save to open the batch grid.
Notice the exception appears before entering any information in the batch. This exception only appears when the Revenue Type field is defaulted.