To correctly match Payments to Opportunities when migrating historic donation records with multiple installments, what should a consultant do?

When migrating historic donation records with multiple installments, it is essential to ensure that payments are matched correctly to their corresponding opportunities. Setting the "Do Not Automatically Create Payment" field allows the consultant to manage how payments are associated with opportunities during the migration process. By checking this field, you prevent the system from automatically generating payments for the opportunities when records are imported. This is crucial for maintaining the integrity of the data, especially when dealing with historical records that may not conform to the standard payment creation logic.

By controlling this process, the consultant can manually associate payments to opportunities with the correct context, ensuring that all installments are accurately reflected without the risk of duplicates or erroneous associations. This method preserves the unique relationships between the original donation records and their payments, aligning them properly within the system. Such a meticulous approach is vital during a migration to avoid data inconsistencies and ensure proper financial reporting in the new system.