Support Center

Invoice Buttons Incorrectly Updates Scheduled Payments #732 - FIXED

Last Updated: Nov 20, 2017 01:53PM CST
Status
FIXED

ISSUE

Scheduled Payments with negative Adjustments applied to them sometimes have an incorrect Adjustment Amount entered. This, in turn, can throw off the Amount Due. 

This occurrence happens under the following circumstances: When a user enters Adjustments, there is a validation rule which ensures that the Adjustment Amount (for reducing dues) is equal or less to what is currently due. However, the Adjustment Amount is calculated on the Scheduled Payment before the validation rule fires.
Therefore, even once the user corrects the Adjustment Amount, the earlier (incorrect) value is already saved and calculated on the Scheduled Payment. 

E.g. There is a Scheduled Payment of $100 and I attempt to enter an adjustment for -200. The validation rule will fire, but the -200 is already calculated on the Scheduled Payment. Therefore, even though I changed the adjustment amount to -100, the -200 is still applied.

The same issue presents itself with the Void button. When voiding Posted Payments, the Amount Paid on the related Scheduled Payment will be incorrect if there was a validation error during the process. When (also) voiding Scheduled Payments, the Invoice Amount will incorrectly update if there was a validation error in the process. 


WORKAROUND/SOLUTION
This bug was fixed in the November 2017 Release.

You can identify Invoices affected by this bug by doing the following:

For Adjustments:
  • Create an Invoices report in Apsona
  • Include a column which is the SUM value of the Transactions Amount Due field
  • Include a column with the Invoice Balance Due field
  • Create a Calculated Field to verify whether those 2 field values match
  • Filter the report to only show Scheduled Payments.
  • Filter the report to only show records (Invoices) that have at least one Adjustment
For Voids:
  • Create an Invoices report in Apsona
  • Include a column which is the SUM value of the Transactions Amount Paid field
  • Include a column with the Invoice Total Credited Amount field
  • Create a Calculated Field to verify whether those 2 field values match
  • Filter the report to only show Scheduled Payments.
  • Filter the report to only show records (Invoices) that have at least one Void.
Should you experience this issue, please email support@congregationconnect.com with a link to the Invoice in question, and indicating that this is related to Issue #732. We will help fix the data. 
 

Contact Us

  • Email Us
  • Congregation Connect support is available via email. Please email support@congregationconnect.com and one of our Support Specialists will respond as quickly as possible.
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