Payment adjustment for Amount in Revenue Update Batch changes Designation automatically

A Payment is entered in an Enhanced Revenue Batch and an Appeal is added that autopopulates the Designation that is associated with it. The Designation is manually adjusted for the Payment and the batch is committed.

When the Payment is adjusted in a Revenue Update Batch to adjust the Amount, the Designation reverts back to the original Designation that is associated with the Appeal and does not retain the Designation that was added for the payment prior to committing it.
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. 

Steps to Duplicate

  1. Go to Marketing and Communications > Add an Appeal
  2. Create the appeal with the required content, click Save
  3. On the General tab, click Edit Designation
  4. Search for and select a Designation, as well as mark it as the Default Designation, click Save
  5. Go to Revenue > Batch Entry, click Add
  6. Select Batch Template for Enhanced Revenue Batch, click Save
  7. Search for and add a Constituent
  8. Enter an Amount, Payment Revenue type, Cash Payment Method, and Donation Application
  9. Search for the Appeal you created above to add to the Payment (Note that the Designation field auto populates)
  10. Change the Designation to any other Designation
  11. Update Projected Totals, Validate Batch, Save and close Batch, and Commit it.
  12. Go to Revenue > Batch Entry, click Add
  13. Select Batch Template for Revenue Update Batch, click Save
  14. Search for Revenue created above, select it
  15. Note the Designation should display as the one you manually changed it to
  16. Change the Amount (any amount), click Tab key
  17. Note that the Designation reverts to the Default Designation associated with the Appeal


 Blackbaud CRM
 Service Pack 8

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.