After adding an Appeal in batch, that field is grayed out

In an Enhanced Revenue Batch, there is an option to populate the Appeal and the Marketing Effort that generated the revenue.  After adding the Appeal and tabbing to the next field, the Appeal field becomes grayed out and un-editable.
If the Appeal is associated with an activated Marketing Effort, and this is the only Effort the Appeal is associated with, they are tied together in the batch (and also via the Add payment form).  When the Appeal is added, the Effort field auto-populates with the associated Effort, which then locks the Appeal field.  If the Appeal needs to be changed/edited, simply delete the Effort from the Effort field, and the Appeal field will then become editable again.
This scenario only occurs if there is a one-to-one relationship between the Appeal and the Effort.  If the Appeal is tied to more than one Effort, the Effort field will not out-populate and the Appeal field will remain editable.

Steps to Duplicate

  1. Go to Revenue functional area
  2. Select Batch entry
  3. Select add
  4. Choose Enhanced Revenue Batch from the Batch template dropdown
  5. Save
  6. Enter a Constituent name or Lookup ID
  7. Tab through each field, entering Date, Amount, Revenue type, etc.
  8. Enter an Appeal in the Appeal field
  9. Tab to next field
  10. Observe Appeal field grays out and becomes un-editable


 Blackbaud CRM

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