Recurring Gift Bulk Cancellation Process

The Recurring Gift Bulk Cancel Task allows you to cancel multiple recurring gift orders at once, as required. This task enables you to run a query to retrieve recurring gift records from the system and then process them in bulk for cancellation.

To execute the Recurring Gift Bulk Cancellation task:

Execute the initial step of the bulk cancellation task to identify the orders that need to be canceled. This step is determined by the stored procedure chosen in the RecurringGiftBulkCancelProcedure system option.

The task can be accomplished via the Fundraising or Admin modules.

1. To scheduled the Recurring Gift Bulk Cancellation task from the Fundraising module, go to the Fundraising module and expand the Recurring Gift Bulk Cancel group item.
2. Click the Add Recurring Gift Bulk Cancel group item link.                                                               

OR

1. To schedule the Recurring Gift Bulk Cancellation task from the Admin module, go to the Admin module and expand the Task Scheduler group item.
2. From the Task Scheduler group item, click the Dashboard group item link. This will display Dashboard with all the Task Scheduler links.
3. Click the Recurring Gift Bulk Cancellation link under the Fundraising section.
4. This will display the Add Recurring Gift Bulk Cancel Task form.
5. On the Add Recurring Gift Bulk Cancel Task form, under the Current Status section select the Query option in the Process Objective field.                                                                   
6. The type of task being scheduled is listed in the Task Type field. This field is read-only and specific to the task you chose to schedule.
7. Enter the date (MM/DD/YYYY) and time (HH:MM:SS AM/PM) in the Run Task Datetime field. The date and time values must be separated by a space. Clicking the Now link will schedule this task to run as per the value set in the ScheduledTaskDefaultDelayMinutes system option from the current time.
8. Expand the Execute After Task drop-down menu. This will display a list of all currently scheduled tasks. Select the task you wish the task you are currently scheduling to run after from the drop-down menu.
9. If you would like to be notified regarding the status of your scheduled task, select an Email template from the Notify Template drop-down menu.
10. Enter the Email address you wish the notification Email to be delivered to in the Notify E-Mail field. If the user has an Email set on their profile, the Email listed on their profile will be pre-populated in this field.
11. Set the conditions that will send a notification Email by selecting the appropriate Notify Conditions checkboxes. The conditions you have available are:
    • On Start?
    • On Success?
    • On Failure?
    • On Completion With Errors?
12. Once you have completed setting up your scheduled task, click the Save button. This will open the Task Scheduler profile. You can view the status and history of the scheduled task on the Task Scheduler profile. When the task completes, view the results list and select the records that you want to cancel. 
13. On the Edit-Recurring Gift Bulk Cancel Task Records form, select the Recurring Gifts orders that you wish to cancel. You can also click the select all button to select all the records and click the update records button.
14. After selecting the specific records to cancel, go back to the original task and re-run it in “Cancel” mode. This will actually close the selected orders.  
15. On the Edit - Recurring Gift Bulk Cancel Task form, under the Current Status section select the Cancel option in the Process Objective field.
16. Enter the date (MM/DD/YYYY) and time (HH:MM:SS AM/PM) in the Run Task Datetime field. The date and time values must be separated by a space. Clicking the Now link will schedule this task to run as per the value set in the ScheduledTaskDefaultDelayMinutes system option from the current time.
17. Click the Save button. This will open the Recurring Gift Bulk Cancel Task Profile. 
18. Once the task is completed successfully, the cancelled list of recurring gift orders will be displayed in the History section of the Recurring Gift Bulk Cancel Task Profile. The Recurring Gift Order profiles get updated with the Order Closed flag.

Important System Options:

It will be the customer's responsibility to set these system options in both TEST and LIVE environments.

AutopayRetryAfterFailureDaysToWait - This system option determines the number of days before a credit card is re-tried on a pledge or recurring gift after it fails/declines.

AutopayRetryAfterFailureMaxAttempts - This system option determines how many times a credit card can be re-tried on a pledge or recurring gift when it fails/declines. After it declines the maximum number of times, the credit card status changes from “Failing” to “Invalid”

If the customer would like to use the cpi_status (payment method status for the order), then the customer must run the UpdateCPIPayment task regularly to update the status on the order. This task will update the status based on the system options noted above.