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
Organization Name (Please enter full organization name)
Reported Version
  • Feb 4, 2019

    Admin Response

    Shipped in 4.0 SP19

  • Attach files
  • Don Ishmael commented
    June 21, 2016 19:06

    This needs to change to much room for mistakes.

  • Semere Abiyo commented
    November 03, 2016 18:28

    This is a no brainer

     

  • Tim McCleary commented
    November 05, 2018 17:35

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

  • Polly Heninger commented
    November 05, 2018 19:09

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

  • Guest commented
    November 05, 2018 20:46

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

  • Linda McIntosh commented
    November 12, 2018 17:01

    Please add recognition to global write off.

  • Rob Downs commented
    22 Jan 14:03

    This would be extremely helpful to us!

  • Lois Smith commented
    22 Jan 16:37

    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.

  • Sandra Kelly commented
    29 Jan 22:07

    Yes - this is absolutely needed