Amount funded differs between Prospect tab and Proposal - automatic update?

Tom Wright

Hi all,

Does anyone know a way to globally recalculate / refresh the "amount funded" on a proposal?

As shown in the screenshot below, the figure listed on the constituent's record does not seem to automatically update to reflect the sum of the linked gifts. This persists even after "save and close"ing both the proposal and the constituent records. In fact, it persists even after logging out of Raiser's Edge and rebooting my PC.

 

The only way I've found to get the amount on the constituent's record to update is to

1) View gifts

2) Recalculate (even though this figure is already OK)

3) Save and close the proposal.

Obviously this is cumbersome to do for each new gift, but we really want the figure on the constituent's record to be accurate. (Interestingly, gifts linked using ImportOmatic seem to trigger a recalculation, which is a godsend!)

Is there any way to automate this, or to perform it globally?

Cheers,

Tom

Tom Wright

For what it's worth, we "fixed" this by scheduling a nightly job using SQL Agent. It just runs the following SQL:



UPDATE [PROPOSAL]<br /><br/>SET AMOUNT_FUNDED = ISNULL((SELECT SUM(GiftProposal.Amount) FROM GiftProposal WHERE GiftProposal.ProposalId = Proposal.ID), 0)<br /><br/>WHERE AMOUNT_FUNDED <> ISNULL((SELECT SUM(GiftProposal.Amount) FROM GiftProposal WHERE GiftProposal.ProposalId = Proposal.ID), 0)<br /><br/>AND DATE_ADDED > &#39;05/01/14&#39;



Although I'm not advocating that other organisations use this approach, it has worked well for us and has done for several months now. If you think this might be for you, please test it on a sample/offline DB first!

Erin Cox

Is your SQL option still working?  I know nothing about SQL but incredibly frustrated by this issue.  Any other suggestions?