google-code-export / npsp

Automatically exported from code.google.com/p/npsp
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Need Account-level indication of an open/unpaid pledge #209

Open GoogleCodeExporter opened 9 years ago

GoogleCodeExporter commented 9 years ago
What steps will reproduce the problem?
1. Normal recurring donation with partial payments or no payments
2.
3.

What is the expected output? What do you see instead?
We need a field that rolls up to the Account that indicates that there is an 
unpaid pledge.  This would help immensely with reporting because we often need 
to filter out all those donors who have active/unpaid pledges.  
I believe this would be a matter of an auto-sum of associated pledge payments 
and then a simple comparison to the original pledge amount.    

What version of the product are you using? On what operating system?
version 1.18, vista

Please provide any additional information below.
Thank you for considering this improvement.  It would be so helpful as we 
integrate this package into our system.

Original issue reported on code.google.com by nnewbro...@gmail.com on 11 Dec 2010 at 9:58

GoogleCodeExporter commented 9 years ago
This is for the Recurring Donations module.  

Original comment by nnewbro...@gmail.com on 13 Dec 2010 at 4:48

GoogleCodeExporter commented 9 years ago
Couldn't you do a rollup field that counted open pledges?

Original comment by gok...@gmail.com on 13 Dec 2010 at 4:18

GoogleCodeExporter commented 9 years ago
Yes!  (i think so) Except that we need the Recurring Donation object to 
calculate pledge payments made.  See issue #208.  If you can make that happen, 
then i should be able to do a rollup.  

Original comment by nnewbro...@gmail.com on 13 Dec 2010 at 6:55

GoogleCodeExporter commented 9 years ago
[deleted comment]
GoogleCodeExporter commented 9 years ago
This will be handled in the next release of Contacts and Orgs with the new 
payments functionality. 

Original comment by kbro...@gmail.com on 26 May 2011 at 2:49