CR: Why Cannot Constituent Type Setup Have New Effective-Dates Row Added?

(Doc ID 1437363.1)

Last updated on MARCH 06, 2017

Applies to:

PeopleSoft Enterprise CS Contributor Relations - Version 9 to 9 [Release 9]
Information in this document applies to any platform.


When you change the setup for a constituent type (in this case changing the type 1 from Alumni to UG Alumni) by adding a new row to the constituent type setup with an effective date of today (although this occurs with other dates) and then you go to the constituent type page for a currently Alumni (EXCEPT for AV0001) in the body of the page where the list of Constituent types shows, the new UG Alumni shows, but on the header of the page the old description of Alumni shows. Even if you add a Constit type to a person who never had a constit type, this will show as described. Further, on all pages, the old description shows on the header. It also shows this way on the gift/pledge entry pages. The only exception in our dbs is for AV0001 who shows the changed description on the header as well as the body.

Expect the new effective dated description to show everywhere.

You can change the original description for the constituent type and it will then be reflected throughout the system.

The issue can be reproduced at will with the following steps:
1. Go to the Constituent Type setup page (Setup SACR - Product Related - Contributor Relations - Constituent Information Constituent types)
2. Select the row for type 1 Alumni
3. Add a new effdt row and change the description to UG Alumni and the Short desc also. Save.
4. Bring up the constituent type page for an existing alumni (other than AV0001) - select AV0007.
5. The description for the Constituent type in the listing with be the new UG ALumni, but in the header area will still show as Alumni.

The issue has the following business impact:
Due to this issue, users cannot Change the description for an existing Constituent type without losing the historic value.


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