Clearing the "Transaction Pending" flag from a recurring gift

Tom Wright

Hi all,

Running into a spot of difficulty with some recurring gifts. We have some Cash gifts, which we are trying to convert to "Recurring Gift Pay-Cash" gifts by clicking on the "Apply To" button. Unfortunately, we seem to be blocked from doing this due to a "Transaction Pending" flag on the main "Recurring Gift".

I've tried running the Update Pending Transactions plug-in (as per https://www.blackbaud.co.uk/kb/index?page=content&id=BB391418), but this doesn't seem to have helped.

Is there any way to work out which batches contain pending transactions? Is there a way to clear them from the gift itself?

Any advice gratefully appreciated.

Tom

JoAnn Strommen

Tom Wright:

Hi all,

Running into a spot of difficulty with some recurring gifts. We have some Cash gifts, which we are trying to convert to "Recurring Gift Pay-Cash" gifts by clicking on the "Apply To" button. Unfortunately, we seem to be blocked from doing this due to a "Transaction Pending" flag on the main "Recurring Gift".

I've tried running the Update Pending Transactions plug-in (as per https://www.blackbaud.co.uk/kb/index?page=content&id=BB391418), but this doesn't seem to have helped.

Is there any way to work out which batches contain pending transactions? Is there a way to clear them from the gift itself?

Any advice gratefully appreciated.

Tom

Was wondering when someone else would run into issues with pending transactions on recurring gifts.

You can try to query for the gifts which have pending transactions by using criteria of gift type equals recurring and next installment due ______

Being you have $ to apply, not sure what would happen if you just chose skip transaction option. 

I'd call support for help with this - I'm not sure about differences with UK version.  I've run into issues with having next transactions for recurring gifts that are terminated/complete and unable to put in an ending date except by manually amending every one.

Tom Wright

JoAnn Strommen:

Was wondering when someone else would run into issues with pending transactions on recurring gifts.

You can try to query for the gifts which have pending transactions by using criteria of gift type equals recurring and next installment due ______

Being you have $ to apply, not sure what would happen if you just chose skip transaction option. 

I'd call support for help with this - I'm not sure about differences with UK version.  I've run into issues with having next transactions for recurring gifts that are terminated/complete and unable to put in an ending date except by manually amending every one.

Thanks JoAnn.

In the end I dug directly into the database. To find the gifts that were causing the flag, I ran the following SQL:

 SELECT TOP 1000 [BatchHeaderID]

      ,[BatchGiftID]

      ,[ConstitName]

      ,[Currency_Amount]

      ,[Dte]

      ,[DateAdded]

      ,[EFTTransactionID]

  FROM [re7].[dbo].[BatchGift]

  WHERE [Constit_Id] = '9999999'

Where 9999999 is the system record ID of the constituent (found by going to file, properties). Then look for the gift with the date that didn't appear on the constituent's record.

Once the gift is identified, grab the BatchHeaderID and plug it into the following SQL:

SELECT TOP 1000 [BATCHID]

      ,[BATCHNUMBER]

      ,[CREATEDBY]

      ,[DATEADDED]

      ,[DELETED]

      ,[DESCRIPTION]

  FROM [re7].[dbo].[BATCHHEADER]

  WHERE [BATCHID]='8888888'

Where 8888888 is the BatchHeaderID. The BATCHNUMBER field can then be used to open the batch in RE. You'll want to decide whether to commit the batch or hit delete.

Either way, once the uncommitted gift was dealt with, we were able to apply cash gifts to recurring gifts.

Hope this might be useful to someone out there...