Upgrading Fund Allocations to version 3.x

Fund Allocations 3.x requires NPSP version 3.0 or higher in order to be installed. If you are interested in upgrading to Fund Allocations 3.x, you must first upgrade your version of the Nonprofit Success Pack.

Before upgrading, please read through this section carefully. Some functionality in the Fund Allocations package has changed in version 3.x and is NOT reversible once you upgrade.

Differences between 3.x and earlier versions

The biggest change between 3.x and earlier versions is the ability to allocate funds at the payment level in NPSP. Because of these changes, the actions that the application takes when you post and reverse opportunities and payments has changed.

Posting and Reversing Logic

If you were using a previous version of Fund Allocations and continue to allocate at the opportunity level (or install the package and decide to allocate at the opportunity level), you will see the following when posting and reversing opportunities and payments:

  • When you post an opportunity, the opportunity and related allocation records will be marked as posted. Child payments will not be posted
  • Payments must now be posted independently of opportunities. Posting a payment will not post the parent opportunity or any allocations on the opportunity.

If you begin allocating by payment in Fund Allocations 3.x you will see the following when posting and reversing opportunities and payments:

  • Posting/reversing an opportunity: the opportunity will be posted, but any child payments or child allocations will not be posted/reversed.
  • Posting/revsering a payment: the payment and all related allocations will be posted/reversed. Opportunities must be posted or reversed independently of payments.