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PLEASE READ! Last night's Production release of NPSP (3.123) introduced some changes to how related Opportunities are updated when there are changes to their parent Recurring Donation. We've identified the following unexpected behaviors:

  1. Previously Closed Lost Opportunities changing to an open Stage
  2. Closed Recurring Donations generating open Opportunities when using the "Refresh Opportunities" button

As a result, we are doing an emergency release and reverting to the previous Recurring Donation functionality this evening (included in version 3.122). Unfortunately, we are not able to fix the data that may have been changed in your Salesforce org, so there may be some manual clean-up on your end. We sincerely apologize for any extra work this creates for you and know that we are improving our testing process to avoid this happening in the future. If you are still experiencing issues around this functionality after NPSP 3.124 is installed (verify by going to Setup →Installed Packages), please open a support ticket at: https://powerofus.force.com/articles/Customer_Service/How-to-Create-a-Technical-Support-Case-with-Salesforce-Support

 

Please see below for information on how to identify Opportunities that may have changed and will need to be fixed (see attached screenshots):

 

Fix for Item 1:

  1. Take note of all of your Closed/Lost stages by going to Setup → Object Manager → Opportunity → Fields & Relationships → Stage. Look specifically for those with a Type of “Closed/Lost”
    1. If you are using Classic, go to Setup → Opportunities → Fields → Stage
  2. Create a Report of type “Opportunity History”.
  3. Set the following filters:
    1. Show: All Opportunities
    2. Date Field: Last Stage Change Date, From Yesterday to Today
    3. From Stage equals: Closed Lost, plus any other Closed Lost Stages you noted in Step 1.
    4. To Stage not equal to: Closed Lost, plus any other Closed Lost Stages you noted in Step 1.
  4. Make sure to pull in the following columns:
    1. Opportunity Id
    2. From Stage
    3. To Stage
  5. Run your report and update the Opportunity Stages manually or via a data import tool.

 

Fix for Item 2:

  1. Create a Report of type “Opportunities and Recurring Donation”
  2. Set the following filters:
    1. Show: All Opportunities
    2. Date Field: Opportunity Last Modified Date, From Yesterday to Today
    3. Open Ended Status = Closed
  3. Make sure to pull in the following columns:
    1. Opportunity Id
    2. Stage
  4. Run your report and update or delete your Opportunities manually or via a data import tool.
1 Kommentar
  1. 21. März 2018, 22:47
    This is important for anyone who does recurring donations with the NPSP.
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