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Manual Pledge Recalculation

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  • Manual Pledge Recalculation

    We've found that on several occasions a payment has come in with the correct SKU and time frame, however it is not applied to an open pledge on the contact's record. Therefore we have to manually go into the record and create the C&P Opportunity Pledge record. When that record is manually created the C&P Pledge remaining/excess balance field is not re-calculated.

    It would be helpful to have a "Recalculate Pledge Remaining Balance" button so that we can mass re-calculate all remaining/excess balance fields.

    Also, we often receive payments with up to 6 or 8 products on the single transaction which are to be allocated to 6 or 8 different pledges. Unfortunately C&P fails at allocating these and throws an error of "Argument cannot be null"

    Let me know if you'd like to see an example.

  • #2
    Good day!

    Please grant us login access so we can review. We also need the Order # to review the order.

    As for the idea of "Recalculate" - it is a good idea and we are reviewing it.
    Regards,
    Click & Pledge Support Department

    On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

    Join us @ the educational webinars: https://clickandpledge.com/webinars/
    Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
    Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

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    • #3
      Login access has been granted

      org:00DU0000000IrhT

      order example 1: 151021142424319, 151008161725920 (two examples of small orders that received the "argument cannot be null" error)
      order example 2: 151026160952011,
      151020154821254 (two large orders. First one received another error and second received "argument cannot be null")

      Please note: I have manually corrected these by creating the C&P opportunity pledge record and editing the pledge remaining/excess balance through a page override.

      Let me know if you have any questions. Thanks!!

      Comment


      • #4
        Any thoughts on why we would be receiving these errors?

        Comment


        • #5
          Good day!

          We have had our lead developer assigned to this case but we no longer have access. Our test team was unable to find the source of the error. Please extend access to this account so we can continue our investigation.

          Sorry that the case is taking a bit longer than usual. You are using this outside the defined parameters and as such we need to have our core team to review it.
          Regards,
          Click & Pledge Support Department

          On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

          Join us @ the educational webinars: https://clickandpledge.com/webinars/
          Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
          Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

          Comment


          • #6
            Thanks. I have extended access for 3 more days.

            Comment


            • #7
              Good day!

              We have tested this from many different angles and see no issues. Here is an example:The pledge, contact, assignment, all work without any glitch.

              Please double check our tests and let us know if your entries are different or behave differently.
              Regards,
              Click & Pledge Support Department

              On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

              Join us @ the educational webinars: https://clickandpledge.com/webinars/
              Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
              Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

              Comment

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