Recognition credits are not adjusted when performing a global pledge write-off

https://www.blackbaud.com/files/support/helpfiles/crm/us/40/Content/RPRunPledgeWriteoffProcesses.html

When a pledge is written off via globel pledge write off functionality, the recognition credit does not get reset accordingly. This seriously affects reports, as most of fundraising activity reports are generated based on recognition credits. We have to manually write off each and every one of the outstanding pledges in order to reset the recognition credit to the correct amount. Furthermore, pledge write-off batches cannot be imported so everything has to be done by hand if one wants to get the recognition amounts correct.
  • Guest
  • Nov 9 2015
  • Shipped
  • Feb 4, 2019

    Admin response

    Shipped in 4.0 SP19

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  • Sandra Kelly commented
    29 Jan, 2019 10:07pm

    Yes - this is absolutely needed

     

  • Lois Smith commented
    22 Jan, 2019 04:37pm

    I absolutely agree this needs to be fixed.  However, there should be an option to either adjust or not adjust the recognition credits depending on the business process of the organization.  It isn't a one size fits all situation.

  • Rob Downs commented
    22 Jan, 2019 02:03pm

    This would be extremely helpful to us!

  • Linda McIntosh commented
    12 Nov, 2018 05:01pm

    Please add recognition to global write off.

  • Guest commented
    5 Nov, 2018 08:46pm

    Allow the user to choose whether or not to adjust recognition credit when running this process.

  • Polly Heninger commented
    5 Nov, 2018 07:09pm

    Being able to import into a pledge write-off batch would alleviate the problem as well.

  • Tim McCleary commented
    5 Nov, 2018 05:35pm

    This would be very a very beneficial feature.   There is tons of manual effort to back out the recognition when we cancel pledges

  • Semere Abiyo commented
    3 Nov, 2016 06:28pm

    This is a no brainer

     

  • Don Ishmael commented
    21 Jun, 2016 07:06pm

    This needs to change to much room for mistakes.

  • +49