search

sfdc-SupportDevelopment / npsp

Automatically exported from code.google.com/p/npsp
0 stars 0 forks source link

The Opportunity Roll-Up functionality is not working #344

Closed GoogleCodeExporter closed 8 years ago

GoogleCodeExporter commented 8 years ago 
Client reported that their Membership Join Date, Membership End Date and Last 
Membership Level were cleared out of some Account records.  And it showed that 
the Last Modified Date was done on those Accounts on 8/8/12 @ 2:13AM PST.
Also - the Number of Gifts and Gift Amount fields were no longer populated 
(showing 0 Gifts and $0 Amount) on Account records.

Using a backup file from last week on the Account object, I updated the 
Membership Join Date and Membership End Date fields again.

A colleague recommended that I upgrade all packages of the Non Profit Starter 
Pack and then run the Opportunity Roll-Ups again.  I did this, and the 
Membership Join Date, Membership End Date and Last Membership Level were 
cleared out again, and the Roll-Up fields were not populated correctly.

What steps will reproduce the problem?
1. From the Nonprofit Settings app - go to the Opportunity Rollups Tab
2. Run the Opportunity Rollups

What is the expected output? What do you see instead?

Expected output is that just the Opportunity Rollup fields will be updated with 
the Total # of Gifts, and Total Gift Amounts.  

What is being done instead is that the the Rollup fields are not being 
calculated correctly, and some fields are being cleared of their values.

What version of the packages are you using?

Contacts & Organization - 2.1.2

Households - 2.4.4

Recurring Donations - 2.0.7

Relationships - 1.52

Affiliations 1.55

Thanks,
Crystal Ashworth
crystal@sputnikmoment.com

Original issue reported on code.google.com by crys...@sputnikmoment.com on 10 Aug 2012 at 11:53

GoogleCodeExporter commented 8 years ago 
What else is running in the org? (Other packages, workflow, etc.?)  There's 
nothing in the NPSP that does a write to any of those fields.

Original comment by kbro...@gmail.com on 11 Aug 2012 at 12:34

GoogleCodeExporter commented 8 years ago 
It appears to be that a client made an Opportunity Stage inactive, so the 
Membership Fields were not being populated correctly.  The Membership fields 
are populated via the Opportunity Rollup:

http://salesforcefoundation.screenstepslive.com/s/npsp/m/households/l/32150-unde
rstanding-the-npsp-membership-model

Original comment by crys...@sputnikmoment.com on 13 Aug 2012 at 8:36

GoogleCodeExporter commented 8 years ago

Original comment by kbro...@gmail.com on 15 Jan 2013 at 7:33