After editing a Pledge payment's Installment and Post dates within CRM and pulling the Pledge payment into a Revenue Update Batch for further updates, the Installment Date and Posted Date do not show adjusted Dates. Also, when Validating the Batch, the following error is received due to these two dates not being updated according to the Pledge Revenue record:
"The schedule cannot start before the gift date."
Manually adjust the individual Installment/s Start Date, then Validate the Batch again to resolve the errors to be able to commit the batch.
Steps to Duplicate
Go to Revenue and click Add a pledge
Enter a new pledge payment with todays date for the following fields:
Installments > Starting On
Enter a Designation
Go to Revenue > Post Revenue to GL
Add a new Post to GL Process
Name it and use a Query to locate the Pledge payment entered above, click Save
Start the Process you just created
Once the Post to GL process has completed, access the Pledge Payment created above and edit it
Adjust the following Date fields on the Pledge payment:
Date: Current + 1 year
Next Installment Date: Current + 1 year
Adjustment date: Current + 1 year
Adjustment Post date: Current + 1 year
Populate the Adjust reason dropdown
Create a Revenue Update Batch and add the Pledge above to the batch
Update the Projected Totals
Validate the Batch
Note the exception received: "The schedule cannot start before the gift date", as the Installment Start Date and Post Date fields did not populate with the adjusted fields from the steps above.