#Enhanced Recurring Donations1 discutindo

Hello SF community,

I've recently set up Enhanced Recurring Donations in my org, but have a problem with how it's working. When I create a new recurring donation with these specifications:

• Open
• Installment plan: every 6 months
• Established date: 7/1/2024
• Effective date: 7/1/2024
• Day of Month: 1

What I expect to see is the first payment opportunity is automatically created starting 7/1/2024, which I would set to closed and paid because I created this recurring donation in response to a new client starting to pay their subscription on 7/1/2024. 

However, what I see is the first payment opportunity is automatically created with the date 1/1/2025 (6 months later). I then have to go back and manually change the dates of that to be 7/1/2024, and then it will create the next installment 6 months later as it should. 

Is there something in my settings preventing the first installment opportunity from being my established date? I saw in the https://trailhead.salesforce.com/content/learn/modules/donation-management-basics-with-nonprofit-success-pack/create-recurring-donations article in the "Create an open-ended recurring donation" section that the first installment was created in the same month as the donation was established. That should be what I see too, but I don't. Any ideas?

#Enhanced Recurring Donations  #NPSP

In a training org, I tested setting up a second record type on recurring donations for legacy gift opportunity to take advantage of the object linking donations to a sort of master record without giving users yet another feature to work with.  It worked wonderfully. When I created it in our sandbox, however, I could not save without entering an amount > 0 and a day of the month. Neither of these are applicable to a legacy gift opportunity.

The difference I find between my training org and the sandbox is that the training org has not upgraded to enhanced recurring donations. Unfortunately, once upgraded, one cannot downgrade. Also, this sandbox has a great deal of other work accomplished in it, and creating a new sandbox without enhanced recurring donations but with all that work reconfigured (whether through change logs--if possible to use change logs between sandboxes-- or by hand) would be time prohibitive. 

Does anyone know of a way to circumvent Enhanced Recurring Donations requirement for an amount and a day of the month? These are not required fields as far as the field settings show, so I think the requirement must be coming from a flow or other feature.  I did not find the requirement in NSPS settings. 

The field to set the installment period is not included in this page layout, and I did not find an option to set the default.

#NPSP #Enhanced Recurring Donations

Can anyone explain how and when new Pledged Opportunities are created, and how the Next Donation Date Match Range is used in the creation of new pledged opportunities?  And, does anyone know why Salesforce recommends that setting be 3 as the default and nothing higher than 20? I was under the impression that with Enhanced Recurring Donations, only one Pledged Opportunity can exist at a time, and when that one is closed the next one is generated. Depending on the Next Donation Date Match Range, it's either created in the current month, or the next month. Two things are happening in my org that I don't understand:

1) Multiple pledged opportunities exist and it's clear that batch processing creates a new one as soon as the current one is a day past its close date. I thought the only way a new pledged opp is created is when the current one is closed. 

2) On 2/28 we closed our pledged donations with close dates between 1/24 and 2/23 (in small batches of 30-40). When we did this, we got error messages for each batch we ran (see below). For almost all of these, the next pledged donation that was created skipped a month. Our Next Donation Date Match Range was set to 28 at the time. I changed that to 27 and during overnight batch processing it created the pledged donations it had skipped for anything with a close date (day of the month) greater or equal to the day I did this (a few days ago). For the ones with days prior to the day I did this, I had to manually create the missing pledged donations. I cannot recreate what happened because it's not possible to back-date recurring donations. I've been doing every kind of test I can think of by changing the Next Donation Date Match Range, but cannot make it skip a month. I need to understand if there's something in my settings that caused this, or if there is a bug of some sort. 

The error message we received when closing this batch of donations: Error #1:

Error Type: Job Error

Error Date: 2023-02-28 23:39:56

Message: "There were one more errors updating or inserting the following records:

* 0011R000026HN8IQAW: UNABLE_TO_LOCK_ROW- unable to obtain exclusive access to this record or 33 records: 

Context: CRLP.AccountHardCredit

Stack Trace:

 null #Enhanced Recurring Donations