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Evi Favaits (PwC) a posé une question dans Nonprofit Success Pack

Hi,

 

I would like to know if it's possible to disable or modify the default mapping of the amount field between Recurring Donation and Opportunity?

The reason behind this is because we want the first Opportunity amount to be bigger then the following Opportunities amount. Because of the default mapping NPSP always modifies the amount on the opportunity to the amount of the Recurring Donation and this is what we don't want. 

Is there somebody who already came across this issue before and has a bypass for it? Or knows how to disable the mapping? 

 

Link to the documentation: https://help.salesforce.com/s/articleView?id=sfdo.NPSP_Map_Recurring_Donation_Fields_to_Opp_Fields.htm&type=5

 

Thanks

  #Nonprofit #Recurring Donation

2 réponses
  1. 5 août 2022, 15:48

    Hmmmm you're on enhanced recurring donations, yes?  I did something similar where I wanted whatever the LATEST donation was to be a different amount.  In my use case the amount changed installment by installment. After messing about with it for a while, I found the only way to change that installment amount on an open installment was to change the PARENT RECURRING DONATION AMOUNT, and I set it up/automated it that way.  I wonder if that might be possible with the first donation -- you would need some sort of automation that set the RC amount to X and then at a later point reset it to Y so subsequent installments were made with Y.  This is technically very doable, but the question is -- does it work with your use case?  How many installments do you need extant at any given time?  

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