Dusting off a feature we haven't used often or consistently and wanted to validate (or invalidate), some things.
First off, I have it set up for when an Org donation is created and we have a primary contact, the created Contact Role is automatically set to "Soft Credit". I then have a NPSP custom rollup to rollup soft credits to any contact role that is set to "Influencer" or "Soft Credit"
I know if I create a Partial Soft Credit and set the correct role as a Soft Credit and an amount, the custom rollup also rolls up the amount I set in the partial soft credit.
So with all that said, here is an example of something I just did and I am trying to validate I understand how the Custom Rollups work on Opps that have them.
I created an Opp for "Company X" and I added a primary Contact of "Jane Doe" and set the amount of the opportunity to $1,000. Once the opp was created, a Contact Role for "Jane Doe" was created and the Role was set as "Soft Credit (as it should be).
I then created a Partial Soft Credit record for "Jimmy John" and set the value to $500 and the Role as Soft Credit. This automatically created the Contact Role for Jimmy John as the role was set to "Soft Credit" (again as expected)
I manually ran the rollup batches to validate the data. I assumed that on the contact record Jane Doe would have a soft credit of $500 and Jimmy John would have a soft credit of $500. To split the amount evenly.
BUT....what happened was that Jane Doe had a soft credit of $1,000 the full amount of the opp, and Jimmy John had a soft credit amount of $500 (per the soft credit record). Is that expected behavior?
I created another soft credit for Jane Doe and set that for $500 and added a role of Soft Credit and then re-ran the rollup batches and I then did get $500 for each contact.
So I am just trying to validate that if I would want to split any donations into even amount to match the total, I need to create partial soft credits for each person, even when the Contact Role is auto created.
And a side question, is there any case where you would want one person to receive a soft contact for the full amount and then just create soft credits for some others to sy $200 and $200...my "mather" persona in me, says that it should equal, but maybe there are cases where it doesn't (?)
#Nonprofit #NPSP #Systems Administrator, #Soft Credit
Hi @Heath Parks
It tracks.
It sounds like you had an expectation than once you gave one contact a Partial Soft Credit of $500, the other Soft Credit would automatically adjust? If so, then no, that's not how it works. There's nothing that forces the total soft credit to equal the Opportunity amount (it's not like GAU Allocations in that respect). You will need to use the Manage Soft Credit button - which is better than creating Partial Soft Credits directly - to manage the value for each contact. You can also do validation there that would force you to make sure the total doesn't exceed the Opportunity amount if you want (useful when allocating a company Matching Gift).
It's common for the total to not line up. Soft Credits are more of a stewardship function than a financial requirement like Allocations, Hard Credit, or Payments are. So with that in mind, it's perfectly fine to let's say give everyone in the Household soft credit for a gift at the full amount. Or say John was the Board Member who solicited the $10K gift and Mary in a different Household works at the organization and championed it. It would be silly and probably challenging to say John was worth $9K and Mary was worth $1K.
Hope that helps!