Incorrect revenue type when importing split designation recurring gift from BBIS

When committing a recurring gift with split designations from BBIS the revenue type is incorrectly set to "Grant award" on the constituents recognition history. The transaction summary is also missing the ability to edit Designations.

Download and install the latest service pack, which contains all fixes from previous service packs. If you are running an older version, download and install the latest version and then the service pack.

 

To correct existing records, use the following steps: 

1. Click the 'Edit designations' window from the 'edit recurring gift' screen
2. Open the problem recurrring gift
3. Notice the designations do not display on the transaction summary
4. Click 'Edit recurring gift'
5. Notice the designation section. The multiple designations are visible
6. Click the field name "Designations".

7. Save. Now the designations are displaying on the transaction summary. And the gift type changes back to 'Gift" instead of Grant award

Steps to Duplicate

1. Make a donation in BBIS as a recurring gift with more than 1 designation.
2. Download the transactions into CRM.
3. Commit the batch.
4. On the constituents recognition history the revenue type is incorrectly labeled as a Grant Award.
5. You will also notice designations are missing from the transaction summary.

Environment

 Blackbaud Internet Solutions
 4.0
 4.0
 Service Pack 8

Was this article helpful?