The Constituent Revenue Application Amounts Smart Field correctly calculates for household member revenue when including revenue made by a dissolved household. When calculated using household member revenue recognition no results are returned.
We’re currently evaluating this issue for a fix in a future service pack.
Steps to Duplicate
1. Create a Household and include two members. 2. From the Household record add a payment. Verify the Household members are receiving recognition for the donation. 3. Dissolve the household. 4. Create a Constituent Revenue Application Amounts Smart Field. For the parameters include a. Values: Total Application amount. For: household Member Recognition. b. Include all Revenue types. c. Include all Transaction types/ applications d. Include all Recognition credit types. e. Use a timeframe that includes the previously created payment. f. Include historical data from current household members. 5. Run the Smart Field Process. 6. Navigate to a member of the previously dissolved household> Smart fields. Note the value is the $0.00. 7. Edit the Smart Field and adjust the Values for to Household member revenue. 8. Rerun the Smart Field Process. 9. Navigate to the previously viewed member, not the Smart Field now includes the revenue from the dissolved household.