Gift entry-Benefit Calculation

Sandy Clinton

I've had this problem for a while, called into Blackbaud and the tech had no idea.  When I create a gift record and there are benefits to calculate, the Unit Cost defaults to $800.  If I change it to the appropriate Unit Cost and then save, it does the correct calculation and produces the correct receipt amount HOWEVER, if I go back into that record and open up the benefit, it will revert back to $800.  Anyone else having this issue?  Is there a setting I can change??

Heather MacKenzie

Assuming you're talking about membership categories and gift related entry, have you looked at your default settings for benefits under the membership categories in the Config section?  If you don't have access to that area, your database admin should.  I don't have any other ideas, but.......  *fingers crossed* for you.

Jenny Kleintop

That seems odd.  Are you pulling in benefits from the Appeal or an Evenf unit?  Both could have defaults attached to them.

Patti Hommes, bCRE-PRO

I believe you would need to change your default in configuration 

Stephanie Ulmer

Something is set up in configuration or business rules

Jennifer Wuchner

I agree it must be in your configuration or business rules. 

Eric Baerg

Have your database administrator go to the membership categories section under config and change the default benefits so that they are blank if you want to manually save benefit information.  Since there will be no default benefits, it will not revert to $800.  Or, you could have it set to whatever you're manually changing it to each time, if it's always the same.



 

Theresa Brown

Look in your configuration settings.

Sandy Clinton

Hi Eric--We don't have "Membership Configuration" but thanks for the screen shot!  Have looked in my business rules, nothing there...still searching but appreciate you responding!



Eric Baerg:

Have your database administrator go to the membership categories section under config and change the default benefits so that they are blank if you want to manually save benefit information.  Since there will be no default benefits, it will not revert to $800.  Or, you could have it set to whatever you're manually changing it to each time, if it's always the same.


 

 

Sandy Clinton

Just figured it out and you all helped me!!  In configuration/tables/benefits--you enter the correct amount..My fields were blank.  In our case each year we hold a golf tournament and the player fee is $120. If this is entered in the table that amount will stay when you look at it from the gift record/benefit button.  PHEW--thank you all for sending me in the direction of configuration/tables!!

Gracie Schild

Hi - glad you figured it out, but I have a little warning.  Check your receipt amounts carefully, with a query or a dashboard or something.  We (and other users) have been having a problem for a couple years now with benefits randomly sticking or not.  Some of our gala tickets or sponsorships end up with the original gift amount in the receipt amount despite having entered the appropriate number of "Gala Ticket" benefits and having the confirmation appear ("the receipt amount will be changed to $xx") in Batch.  BB has been working on this for two years and haven't found an answer yet. We've tried creating a new Benefit, but have had the same very random problem.  If anyone else has had this problem and hasn't reported it, please do.  The more people reporting it the better!