Annual Installment Count & Installment Amount change values when # of pay periods changed in the user record
Last updated 17 days ago ·Reference W-8914465 ·Reported By 1 users
In Review
Summary
In the Giving Report the Annual Installment Count and Installment Amount fields for a payroll subscription change values when you change the number of pay periods in the User Record in User Management.
Repro
1) While logged into your workplace with OA access, navigate to Admin > User Management
2) Click on your user record and note the number of annual pay periods
3) Make a recurring payroll donation to a campaign and then view the subscription in My Giving, take note of the annual pay periods shown and the installment amount
4) Go to Admin > Reports > Giving Report (set to a date range that includes your new subscription) and export the report > view 'Annual Installment Count' and 'Installment Amount'
5) Go to Admin > Reports > Payroll Report (set to a date range that includes your new subscription) and export the report > view 'Annual Installment Count' and 'Installment Amount'
6) Navigate back to your user record, change the annual pay periods and Save
7) Look at the subscription again in My Giving and you'll see the annual pay periods and installment amount remain the same as the original
8) Repeat steps 4 & 5 and you'll notice in the Giving report the two fields have changed to reflect the new number of pay periods you entered in your User record in the UI. The fields on the Payroll report will stay the same.
Workaround
None at this time
Reported By (1)
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