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When I create a donation record on NPSP and afterwards create a payment record for that donation the rollup summary for the fields "Payment Amount Received" and "Payment Writeoff Amount" are not working - they always show null.

Yes, I verified that payment record's checkbox "paid" is checked - nothing happens. The donation record has a linked account and a linked primary contact. I understand that those fields are regular rollup summaries and not calculated fields that are updated by a scheduled job. Any hints are welcome :-)

2 Antworten
  1. 27. Jan. 2022, 10:48

    https://help.salesforce.com/s/articleView?id=000326550&type=1

     

    This is related to advanced currency management.

    All currency calculations on opportunity are stopped upon activation.

    You can't even add a custom currency roll up summary field on opportunities anymore.

    The workaround I used: aggregate the related field with a flow, upon change / creation of the child object, containing the currency field (payments). Good luck!

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