Removing Contingency on Payment

Nikki Pirain
Nikki Pirain
Ninth Anniversary Kudos 1 Name Dropper Facilitator 1
in Blackbaud Grantmaking™ General Discussions
Is anyone else having this issue - normally i would go into the payment record and then into the requirement related to the contingent payment. From there, I would enter the "received date" and "done date" and "save and close". In SKY view, it saves the "received date", but not the "done date". I tried it several times. The only way the contingency could be removed was to check the box beside the requirement, which creates a menu on the bottom of the screen and to "Mark as Done".  


Is this the way we will have to do this going forward? It was so much easier to enter the "Received Date" and "Done Date" in the same screen and close and save.


Thank you!

Comments

  • Melissa Rancour
    Melissa Rancour Blackbaud Employee
    Tenth Anniversary Kudos 4 Participant Facilitator 1
    Hi Nikki, 


    I just tested this. If you open the Payment requirement record, you should be able to click the "Mark as Done" button right under the Blue due date box. When you click Mark as Done, it will pop up a box where you can enter the done date. You will then get a Yellow window in the bottom left of your screen that will say that the status of the payment has been changed to scheduled. 


    I hope this helps. 

    Melissa 
  • Nikki Pirain
    Nikki Pirain
    Ninth Anniversary Kudos 1 Name Dropper Facilitator 1
    I'll try that! Thank you!
  • Jessica Hartman
    Jessica Hartman
    Sixth Anniversary Participant Facilitator 1
    I don't have my payments as contingent but am having the same issue in SKY view in the requirement. I cannot enter the "done date" for a requirement and it save. I have to go through the process of entering other information, saving the record, and then going up to click the "mark as done" button. I agree that it would be beneficial to have the ability to enter and save a requirement without the extra steps.
  • Carolyn Worth
    Carolyn Worth
    Eighth Anniversary Kudos 1 Facilitator 1
    Thanks, Melissa, for figuring out how to do what we used to do, but in the Sky-way. I wonder if there has been a useful list made of all the odd changes in what we have to do when trying to do the same operations in Classic.
  • Cheryl Dabat
    Cheryl Dabat
    Tenth Anniversary Kudos 2 Name Dropper Participant
    I have an open ticket on this item. It is also difficult when you have numerous program staff using the new SKY view and they type in the done date for a requirement but have no clue that the date didn't stick so now the requirement is still open. I have been telling staff to hit the "Mark as Done" button, but they are so used to just typing in the date. I have not heard when or if this will be fixed since they say the work around is to hit the "Mark as Done" button.

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