Constituent Revenue Application Amount Smart Field calculates 0 for Constituent's With a Dissolved Household on Their Record

The "Constituent Revenue Application Amount Smart Field" calculates either 0 or an incorrect amount (usually 0) for the Total Application Amount for Household Member Revenue if a constituent has a dissolved household on their record. In comparison, this smart field considers individuals that do not have a household on their record as Individual Revenue = Household Revenue and the field populates as expected.
Download and install the latest patch, which contains all fixes from previous patches. If you are running an older version, download and install the latest version and then the patch

Steps to Duplicate

1. Navigate to Administration>Smart Fields>add a new Constituent Revenue Application Amount Smart Field and set (on the Parameters tab) Value to return : Total Application Amount / For: Household Member Revenue / Revenue Types: Donation / Set Dates 1/1/2012-12/31/2012/  *Repeat this process 5x and setup this Smart Field for each year - 2017. (Or use SD HH Giving 20XX in sample)
2. Setup a Household record that includes 2 individuals.
3. The easiest way to see this is to make a payment from Constituent 1 on year 1, Constituent 2 on year 2, the Household on year 3,  decease Constituent 2 and dissolve the Household year 4, payment from Constituent 1 on year 5.
4. Setup an Individual Constituent record and do not add them to a household. Make a payment for each of the 5 years similar to step 3.
4. Run the Smart Fields for each year.
5. Review the value for the Smart Field on Constituent 1's record and note that Year5 is 0. * Also of interest, the payment made by the household record no longer exists in the Revenue Summary for the individual record, it still shows up in Recognition Credits though depending on the Org's recognition settings.
6. In comparison, review the values for the single constituent and note that they are correct.

Environment

 Blackbaud CRM
 4.0
 4.0
 4.0.173.51
 4.0.172.0

Was this article helpful?