NPSP- Opportunity Amount Automatically Syncs with Recurring Donation When Close Date Falls Within Next Donation Date Match Range

게시 일자: Jan 9, 2026

상세 설명

This behavior occurs when the Opportunity Close Date falls within the “Next Donation Date Match Range” defined in NPSP settings.

When this match happens:

The Opportunity Amount is automatically updated to match the Recurring Donation installment amount.

The Opportunity Close Date may also be updated to the installment’s Next Donation Date.

No new Opportunity installment is created for that period; instead, the existing Opportunity is reused and synced.

솔루션

This behavior is expected and controlled by the Next Donation Date Match Range setting in NPSP.

To prevent unintended Opportunity Amount updates:

Review and adjust the Next Donation Date Match Range value in NPSP Settings.
Ensure manually created Opportunities linked to Recurring Donations have Close Dates outside the configured match range if they should remain independent.
Be aware that Opportunities within the match range will be reused and synced rather than creating a new installment Opportunity.

Knowledge 기사 번호

005239342

이 기사를 통해 문제를 해결했습니까?

개선을 위한 의견을 보내주세요.