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Gift Commitment fields NextTransactionDate, TotalPaidTransactionAmount, or TotalCurrentYear display incorrect or stale values

Data pubblicazione: Jul 15, 2026
Descrizione

In Nonprofit Cloud Fundraising, several Gift Commitment rollup and summary fields may display unexpected values:

  • NextTransactionDate shows the same date as LastPaidTransactionDate instead of the next scheduled transaction date.
  • TotalPaidTransactionAmount does not update after a Gift Transaction is processed via Gift Entry or the Coordinate Gift Commitment Processing flow.
  • TotalCurrentYear appears to add already-paid transaction amounts to the total expected amount for the year, inflating the displayed figure.

These issues are typically related to:

  1. The Coordinate Gift Commitment Processing flow not being cloned, activated, or scheduled — without this flow running, recurring gift commitments do not generate subsequent transactions and do not update date/amount fields automatically.
  2. The flow being on an outdated version after an API upgrade (e.g., upgrading to API 262+) — the old cloned version may not include updated routing logic for field recalculation.
  3. The TotalCurrentYear field's calculation methodology, which may include the current year's projected and already-paid amounts depending on the processing context.
Risoluzione
  1. Verify that the Coordinate Gift Commitment Processing flow has been cloned from the managed template, activated, and scheduled to run daily. Navigate to Setup > Flows and confirm a user-owned active version exists.
  2. If the org was upgraded to a major API version, re-clone the flow from the updated managed template and activate the new version.
  3. For TotalPaidTransactionAmount not updating: confirm the Gift Transaction was processed to a terminal status (e.g., Paid) and that the Coordinate Gift Commitment Processing flow has run since the transaction was updated. Manually running the flow can force a recalculation.
  4. For TotalCurrentYear discrepancies: review the field's behavior documentation in Gift Commitment Processing and Schedule a Gift Commitment to confirm expected behavior vs. a potential product defect.
Numero articolo Knowledge

005386853

 
Caricamento
Salesforce Help | Article