Master record is converted to instalment - when converting Pledge to Recurring Gift

When converting a Pledge gift to a Recurring Gift, the 'master' Pledge record holding the schedule information is changed into the first installment.  This means all subsequent installments are logged against the previous month and Raiser's Edge incorrectly believes the last transaction is still due.

Gift dated 17th April linked to March 'master' record.
Gift dated 19th May linked to first installment in April.
Gift dated 18th June linked to second installment in May.
Gift dated 17th July linked to third installment in June.

This results in the Recurring Gift showing next transaction due, however the payment for this is already in the database.
This is resolved in 7.96 patch 13, released in September - October 2018 and applied to databases in Blackbaud Hosting Services. If your database is installed locally, download and install the latest version and patch, if applicable. 

Steps to Duplicate

1. Create a Pledge gift and add any relevant installments.
2. Open the Pledge master record, select Gift from the top menu, then select Convert Pledge to Recurring Gift.
3. Open the Recurring Gift master record and select the Transactions tab.
4. Note the master record shows as the first 'Scheduled Date' and is linked to the first installment gift.


 Raiser's Edge

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