Within CRM, it is possible to import transactions for constituents with multiple splits. When the batch template being used has Application defaulted to Donation, if the batch is committed without looking at each transactions' recognition credits in the batch, the revenue will be created without any recognition credits
Download and install the latest patch which contains all fixes from previous patches. If you are running an older version, download and install the latest version and then the patch.
Workaround: 1. Remove the Application Default of Donation from your batch template OR 1. When editing your batch, click Revenue, Recognitions, and then click OK for each batch row. 2. Save your batch. This will save your recognition credits so that when you commit your transactions they will show up on those records.
Steps to Duplicate
1. Log-in to 4.0 2. Go to Constituents, Batch Entry, Batch Templates, and create an Enhanced revenue batch with the Application field defaulted to Donation. 4. Go to Constituents and add a Household of two individuals. 5. Create an import template with the following fields: Date: todays date Lookup ID: Individual from step 4 Constituent: Individual name from step 4 Designation 1: 2000ANNUAL Application Type 1: Donation Applied 1: $2,000 Designation 2: 2000MEMBER Application Type 2: Donation Applied 2: $3,000 Amount: $5000 6. Go to Administration, Import, and add an import process for the batch template you created in step 2. Map your fields Map the fields that are appended with a 1 and 2 to the Additional Application streams collection field * On the Set Options tab under Other: Mark Quick find under Search list fields 7. Save and start your import process. 8. Edit your batch and click Show all messages. Click to Dismiss any errors. 3. Update projected totals, Validate, and commit your batch. 4. Go to your constituent. On the Summary tab, go to the donations that were created and notice that neither application has recognition credits applied.