Error: "This constituent has associated revenue and therefore cannot be deleted" when trying to delete a constituent record that had revenue that was posted and later moved to a different constituent

If all revenue is moved from constituent A to constituent B. We can't then delete constituent A as it generates the error, "This constituent has associated revenue and therefore cannot be deleted". This only occurs for posted revenue.

Article Number: 96087

Products:

Blackbaud_CRM

If the revenue associated with Constituent A was posted, then moved to Constituent B Constituent A will still not be able to be deleted, instead they will need to be marked inactive.

There is a suggestion on the Idea Bank to allow these constituents to be deleted.

Steps to Duplicate

1. create a new constituent
2. add a new revenue record
3. Posted this revenue to GL
4. Return to the payment record and select change constituent on payment under tasks
5. Move the payment to another constituent
6. Add any adjustment reason
7. Run the post to GL process again to include the adjustment
8. Lookup the constituent in step 1 and notice there is no revenue on this record.
9. Try to delete the constituent
10. see error This constituent has associated revenue and therefore cannot be deleted.

Environment

Affected Product Blackbaud CRM

Affected Version 4.0

Product and Version Notes 4.0.141 SP4

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.

Blackbaud Community

Connect and collaborate with fellow Blackbaud users.

Chat with Support

Chat with our experienced staff to receive help right away.

Connect

The Blackbaud team is online and ready to connect with you!