Pledge Remaining balance amount not updating after pledge payment is made

[CFischer]

I created a C&P Pledge for $1000 on a contact record.
I clicked on the pledge payment button and processed a payment for $125.
When I go back to the Pledge related list on the contact record, the remaining balance field still shows $1000
But when I look at the Pledge details, it shows the remaining balance is $875.

I've attached the 2 screen shots showing the details.

Any ideas why this is not updating on the related list?

thanks,
Carolyn

[CnP.Support]

Good day Carolyn,

In response to your question: "Any ideas why this is not updating on the related list?"

I have to say that after your post we know why! Unfortunately it is a bug and we fixed it in today's beta release of 8.3

Thank you for pointing it out and sorry for the inconvenience. Today's beta release, dated March 21, 2014, has this bug fixed.

The production release is scheduled for April 1. This release ran into a delay because of obstacles we faced in calculating the Patron Value Index. If you are open in trying beta versions please try it and let me know if the issue has been resolved.

[bhoward]

re: Pledge Remaining balance amount not updating after pledge payment is made

Is this bug fixed or do I possibly have something set up wrong in my settings?
Thanks
B

Good day Carolyn,

In response to your question: "Any ideas why this is not updating on the related list?"

I have to say that after your post we know why! Unfortunately it is a bug and we fixed it in today's beta release of 8.3

Thank you for pointing it out and sorry for the inconvenience. Today's beta release, dated March 21, 2014, has this bug fixed.

The production release is scheduled for April 1. This release ran into a delay because of obstacles we faced in calculating the Patron Value Index. If you are open in trying beta versions please try it and let me know if the issue has been resolved.

[CnP.Support]

Good day!

Please grant us login access so we can review your transaction.

Let us know a transaction or a pledge so we can review it.

How to grant access: http://forums.clickandpledge.com/showthread.php?t=1065
Please make sure to post your organization name & the Salesforce Organization ID so we know how to locate your instance.

[bhoward]

I activated the access to our account and our ID is: 00Di0000000aCbv

You can look for a pledge that I entered under my name: Bart Howard
Should be the only one on there and it appears that it worked correctly but then when I checked it today it went back to showing the original balance.

[bhoward]

I might have figured it out. I think I entered the amount on the pledge and then as a donation instead of the other way around. I put it in there again and will check on this tomorrow.
Thanks

[bhoward]

I was having this issue again when entering pledges on accounts. It seems that it does not make a subtraction on random pledges when they are entered. I just upgraded to 8.7012
Thanks

[CnP.Support]

Good day!

The C&P Pledge ONLY works when a donation is made with the matching SKU, otherwise it has no idea what item is a pledge, a donation, a payment for an event, a lottery ticket, etc.

When defining a pledge you need to enter an SKU that if matches it will be used against the pledge.

For example you may want to define a pledge as any donation whose SKU starts with "Pledge-" as shown below:


In the above example if any payment from anywhere posts to the system with an SKU that starts with "Pledge-" it will be credited towards this pledge.

The concept of SKU is quite powerful and once integrated into the website, forms, Connect, etc. will help you manage payments, send receipts, acknowledgement letters, etc. and make the system respond uniquely based on the items that are paid for.

In your case someone may purchase a t-shirt, pay for an event, make a donation, and make a pledge payment. While there are 4 items in the basket only one of them will count towards the pledge while others will not.

I hope that answers the question.

Please let us know if we can be of any further assistance.

[Brian Koblenz]

I too am having a problem with remaining balance and am not sure I fully understand how things are intended to work.

I have a pledge with a SKU and through VT acquired an item with the SKU. That opportunity got bound to the pledge and the remaining balance was updated. So far so good.

However, that item was not really intended to be associated with the sku so I deleted the transaction, opportunity, opportunity pledge, but the remaining balance was left unchanged....even overnight. How does the remaining balance get updated and how do I get this fixed?

Also, I changed the amount of the pledge target which did work, however the remaining balance is based on the old pledge target. So it seems like there might be two issues here.

-brian

[CnP.Support]

Good day @Brian,

When clicking Click & Pledge transactions you leave behind a large number of residual after effects. The total, etc. are recorded in the Pledge object in real time after a transaction takes place and if deleted manually the total will not be updated as we are totally unaware of your actions outside our platform.

Updating totals with every page visit will result in hitting possible governor limits in Salesforce with large datasets so we don't calculate the total with each opening of the page. The remaining balance is calculated when a transaction occurs then the field will be updated by subtracting the "remaining balance" from the items that match the SKU condition in the transaction.

Note that if a transaction occurs with 10 items, only 1 of the items may be a pledge payment. The transaction total is NOT necessarily the amount that should be deducted. The logic looks for the SKU of the opportunity (item) and only subtracts that amount from the total.

If you want we can login and manually change the total for you.

This could be a good feature to add to the new "Maintenance" tab for deletion of an order number, knowing all the footprints that need to be updated. This can get a bit tricky with the invoice, pledge, autoresponders, etc.

Please let us know if you need help with cleaning the transactions for you.

BTW: Please start a new thread with new questions as we may lose track if a question has been answered or the case is close. Also the original owner of the thread will receive emails for each post to his/her thread and it can become overwhelming.

[Brian Koblenz]

Thanks for your response. I have worked around my immediate problem by finding a way to edit the pledge and correct the "remaining balance" field.

As you might imagine I find it unfortunate that something that appears computable requires manual correction when an opportunity is removed.

I have run into two problems:
1) when I updated the pledge amount, the existing remaining balance was not updated. (I believe you could do this with a trigger on pledge updates.)
2) when I removed a pledge opportunity the remaining balance was not updated. Have you considered making the pledge opportunity have a master detail (rather than lookup) relationship with the pledge so you could use an SF rollup field to compute the remaining balance? Then everything would stay in sync and you wouldnt even need the trigger described in 1)! There are other rollup tools that do not even require the masterdetail relationship but I understand your not wanting to build tool dependences into your system.

I agree that something that allows a transaction to be cleaned up would be great but I agree this is particularly tricky with autoresponder. (I think the pledge complexity is manageable if you can do something like described above.)

-brian