Incorrect payments automatically generated in batch where no instruction sent date is on the paperless mandate details. Incorrect gifts auto-generated in batch when gift amendments have been added
We are currently evaluating this issue and will update this article when we have more information. In the meantime, create a gift query to filter on only transactions which have date advance notice sent populated.
Steps to Duplicate
Steps to duplicate:
Add a £10 recurring gift to any constituent record. Payment Method of Direct Debit, enter bank details as required.
Populate all necessary details for the paperless mandate to generate first payment via batch;
Instruction Sent Date: Any date, 30 days in the past.
Date Advance Notice Sent: Any date, 30 days in the past.
Send Instruction Unchecked
DDI Source: DDI Form
DDI Source Date: (Any date)
Create a new gift batch, auto-generate transactions. Note that the first payment is (correctly) pulled into the batch.
Commit the batch
Add an amendment to the recurring gift, change the gift amount from £10 to £12. Choose to resend advance notice.
Check the details on the gift - confirm the date advance notice sent is now blank (as it's required to be resent)
Create a new batch, auto-generate payments. Note the payment is auto-generated, even though there's no advance notice sent date present.