recalculate proposals
When entering gifts that are linked to a proposal, the proposal should recalculate automatically, or at a minimum, there should be a way to audit query for records where the proposal gift total does not equal the calculated total, so it would need to be recalculated. Gifts are frequently entered, and there is no way to have the proposal update correctly without regularly manually recalculating every single constituent with a proposal with gifts.
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Guest
- Oct 2 2014
Related ideas
Tom - exactly what Adam said - I'm having the same problem - having to update manually before every quarterly reporting period. Can you share your SQL script with me at lluky@ecojustice.ca - please and thank you!
Tom - could you share the SQL script with me? Adam.jass@childrensmn.org. We are low on resources for manually recalculating, and it's affecting our reporting. I appreciate it!!
We run a nightly SQL script to recalculate proposals as needs be. Annoying that it doesn't work in RE by default, but our fix does seem to work quite well. Happy to share it (without warranty) - just email if you'd find it useful.
It's frustrating that we can use Import-O-Matic to automatically recalculate the Proposal's amount funded when we are importing gifts, but RE doesn't have the same capability.
Is there a way to query on proposals that have multiple gifts attached? So I can ensure they have all been recalculated.