Error: The payment adjustment reason must be set if the pledge payments are being adjusted. When editing the Designation for a Pledge in Revenue Update Batch
We’re currently evaluating this issue for a fix in a future release.
Steps to Duplicate
1. Go to Constituent > Constituent Search, click Search 2. Open any Constituent record to add a Pledge to it 3. Click Add Pledge 4. Enter all required fields and enter it as a single installment, click Save 5. On the Pledge record, click Add Payment 6. Fill out Amount and Payment Method, click Save 7. Go to Revenue > Post Revenue to GL, then run the appropriate process to post payment 8. Go to Revenue > Batch Entry, click Add 9. Select Batch Template for Revenue Update Batch, click Save 10. Search for Pledge created above in Revenue field, select it 11. Add an Adjustment Reason, Update projected totals and Validate batch 12. Go to Revenue tab, click Split designations 13. Change the Designation, click OK 14. Click Edit installments, click Edit installment designations 15. Note that the Pledge Revenue Designation and Installment Designation have been updated correctly, but the Payment Adjustment details section remains greyed out 16. Click OK, click OK 17. Go to Main Tab, click Update Projected totals and then click Validate 18. Exception received: The payment adjustment reason must be set if the pledge payments are being adjusted