Updating Labels for Fund Settings (if required)

For certain upgrades of the Fund Allocation package, field labels do not display correctly on the Fund Allocations Settings page. If you see this issue in your organization. Take the steps below to correct the issue.

Click the label "Allocation Settings" (do not click "Manage")

Make sure you select "Allocation Settings" NOT "Allocations Settings." The namespace for the setting you want is kell01, not npsp.

Click "Edit" next to Opportunity Record Type Exclusion List

Update help text with text noted below and Save

You can copy and paste this text below:

Opportunity Record Types excluded from automatic creation of allocations

Repeat the steps above for "Privileged Users"

Update help text with text noted below and Save

You can copy and paste this text below:

Privileged users who are allowed to edit posted payments and opportunities and reverse records

Confirm the changes on the Fund Settings tab