Changing the Appeal from a Generated Revenue Update Batch removes benefits

When running a Generated Revenue Update process to create a batch that will alter the existing appeal on revenue records with manually added benefits (not tied to an appeal) which existed on the revenue are removed. Using a non-generated one off Revenue Update Batch to adjust the appeal will preserve the manually added benefits correctly.
We’re currently evaluating this issue for a fix in a future service pack.

Steps to Duplicate

1. Add a payment for a constituent for any amount with an application of donation, add an appeal that is not tied to a benefit, and then add any benefit.
2. Create or use a Revenue Update Batch Template with the default out of box fields and defaults.
3. Create a new batch using the previously created batch template.
4. Populate the batch with Revenue from step 1.
5. Observe the Benefits exist on the Revenue > Benefits tab.
6. Adjust the appeal and validate, the benefits remain.
7. Navigate to Revenue> Generate Revenue Update Batch.
8. Create a new process using the previously created Batch Template.
9. Add a Revenue Selection Filter of the record that was used previously, Check the Filter selection and overwrite with new value. Filter By Appeal and select the current appeal, overwrite with a new appeal (which is also no linked to a benefit).
10. Save and run the process.
11. Open the batch, click on benefits, and note they have been removed.


 Blackbaud CRM

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