Pledges pulling incorrect amount when using Household Revenue smart field

When running a household revenue amount smart field, the smart field returns a value less than the total amount of pledge payments. 
We are currently evaluating this issue and will update this article when we have more information. Until this issue is resolved, please do the following:
 
  1. Go to Administration > Smart Fields
  2. Click Add to add a new smart field.
  3. Add a Constituent Revenue Application Amounts smart field (we recommend this type because if anyone makes a split gift, Altru will only return the amount applied to the designation you specify).
  4. On the General Tab, name your Smart field and add a description if you would like. On the Parameters Tab:
    1. Under Value to return, select Total application amount.
    2. Under for, select Household Revenue. To see recognition for the Household members, select Household member revenue recognition.
    3. Under Revenue, Revenue types, select the revenue types you would like to see (in this case most likely donations)
    4. Under Transaction type/Application, select the transaction types/applications, you would like to see (for example, you may want to see payments only, so  mark payments for donations, matching gifts, pledges, and recurring gifts).
    1. If you are using a smart field for recognition credits, under Recognition Credit types, select the recognition credit types you would like to see. (Note: If you leave recognition types unchecked, this will pull in all recognition types).
    2. (Optional) Under Application Selection, you can narrow your smart field further using a Revenue Application query selection. For example, if you would like to only calculate donations to certain designations in your totals, you can create a selection of revenue to those designations only. 
    3. Under Timeframe, select the timeframe you would like to consider. 
  5. Save your Smart Field.

Steps to Duplicate

  1. Go to Administration Smart fields
  2. Click Add > Household Revenue Amounts
  3. Give your smartfield a name
  4. Click Parameters
  5. Under Value to return, select Total Amount
  6. Under Revenue types, click Donation
  7. Under Amount types, click all boxes
  8. Click Save
  9. Click Start Process

Environment

 Altru Arts & Cultural

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