Hey everyone, We're currently using recurring donations within NPSP and we're experiencing an issue with our recurring donation amounts. Users are changing the donation amount on the opportunity record and on save, it looks as if the change has taken effect. However in some cases (not all), the amount field reverts back to the previous value when the page is refreshed a few times. I can't find any flows, process builders or workflow rules that are doing this and I'm wondering how to address the problem, especially as it's seemingly a little random. Here are some think I think are true:
- If the amount is reverting back to the original amount, it's because standard NPSP behaviour pulls the amount field from the recurring donation.
- For this reason, amount fields on Opp records that are connected to recurring donations shouldn't really be changed on the Opp record itself, but only ever through the recurring donation. This in turn will reliably update the amount field and the related installments.
- There probably is a flow, or workflow rule or process builder making the change somewhere on our org. Regardless, if we change the amounts exclusively through the recurring donation, we shouldn't find that the values are reverting back. To make it easier for users though, I'm thinking perhaps a screen flow launched from the Opportunity record might be a welcome change.
Has anyone else experienced this where the opportunity amount changes back to what it's been edited away from, moments afterwards? Any thoughts and wisdom welcome!
So I did some testing in my org and here are some observations:
- The only bulk process relating to recurring donations is located in "NPSP settings" under the "Bulk Data Processes" tab and is called "Recurring Donations Batch"
- This process ONLY controls the following:
- creates new opportunities
- updates the number of Installments and Paid Amount
- When manually running this process, it did NOT update any of the individual opportunity amounts that are part of the recurring donations.
- This process ONLY controls the following:
- Updating any individual opportunity amount does not affect the "Amount" field on the parent recurring donation record
- As you also stated, if you want to update the amount for EVERY installment record, you will have to update the "Amount" field on the parent recurring donation record.
- The only bulk process relating to recurring donations is located in "NPSP settings" under the "Bulk Data Processes" tab and is called "Recurring Donations Batch"
