Process Online Gifts Window

When you open this window, the Gift Group Control for Online Gifts window opens to allow you to select an existing gift group or create a new gift group. If there are NO gifts in COMTABLE to process when you open the Process Online Gifts window, you are notified prior to selecting a Gift Group: "There are no online gifts to process at this time." You can click the OK button to exit this process.

Once you have selected or created a gift group and clicked OK on the Gift Group Control for Online Gifts window, the Process Online Gifts window opens using the selected gift group. This window consists of a Tree View pane and an Entry pane and allows you to view, validate, enter, and process online cash gifts and pledges.

You can also view incomplete gifts, along with a reason for why it is incomplete if the reason is known. This gives you the option of contacting the donor and correcting the problem.

Tree View Pane

The tree view displays pending unprocessed gifts submitted via CRM Constituent in JICS (COMTABLE.CATEGORY_CODE_ID = 130). Each row in the tree view displays the name of the donor, type of gift [CS (Cash), PP (Cash to be applied to a pledge), and PL (Pledge)], date of gift, and amount of gift.

Displays pledges with positive amounts (greater than 0) and cash gifts (greater than 0) in the COMTABLE that have been approved (ONLINE_PAYMENT.TRANS_APPROVED='Y') but not processed (ONLINE_PAYMENT.TRANS_PROCESSED='N').

Displays any gifts or pledges with a 0 amount that have been submitted or are cash gifts that were not successfully paid. When you select an item in the Incomplete Cash Gifts and Pledges node, a message displays at the bottom of the window if there is a known reason why the gift was unsuccessful. They may not be successful because they are cash gifts that do not have a corresponding row on the ONLINE_PAYMENT table or have not been approved (ONLINE_PAYMENT.TRANS_APPROVED='N), the credit card number was rejected, or the gift was processed offline. You can make any necessary updates to the gift manually and then create transactions and accept the gift as usual.

Entry Pane and Columns

The entry pane displays the details of the selected gift/transaction and allows editing of that gift. The data entry functionality is similar to the Gift Data Entry window.

Donor ID		Amount
		Group/Gift
		Category
		Relation
Gift Class		Sub Class
Gift Set		Date	Donor Specified Use
Check/CC #		Chk/CC Dt
Bank #		Giving Club
Campaign		Mem/Hon
Scholarship		Solicitation
Solicitor
Print Receipt?	Book	Anonymous	Immediate Letter
Let to Send		Salutation
Notations
Dedication
Person Notified?

Donor ID		Amount
		Group/Gift
		Category
		Relation
Gift Class	Sub Class
Gift Set		Date	Donor Specified Use
Check/CC		ChkCC Dt
Bank #		Giving Club
Campaign		Mem/Hon
Scholarship		Solicitation
Solicitor
Print Receipt?	Book	Anonymous	Immediate Letter
Letter to Send		Salutation
Notations
Dedication		Person Notified?
Unspecified Amount		Amt Outstanding
Pledge Amount		Expected Match Amt
Payment Schedule		# of Payments
First Payment Date		Reminder Form/Letter
Type of Pledge		Letter Code
Reminder When Due?		Past Due Reminder?	Legally Enforceable?

Options

The following functionality may be available from the right-click or Options menu:

How To

1. Open the Process Online Gifts window.

2. If gifts are available to process, the Gift Group Control for Online Gifts window is first displayed. If no gifts are available to process, a prompt is displayed indicating there are no gifts to process.

3. On the Gift Group Control for Online Gifts window, select the Gift Group # from the drop-down list or click the New Group button. If you click the New Group button, the system populates the Gift Group # column with the next available number and the remaining columns are populated with default data set in the Development Configuration window. Click OK on the Gift Group Control for Online Gifts window. The Process Online Gifts window is displayed, using the selected gift group.

4. In the Tree of the Process Online Gifts window, select the gift you want to process. The entry pane is populated with information imported via CRM Constituent in JICS, depending on licenses held by your institution.

a. If the ID Number does not have a row in the Donor Master table, you will be prompted with the following message: "Do you wish to add this person as a donor?"

i. If you click Yes, the Maintain Donor Constituency Codes window opens for you to select a default constituency code that will be entered in the Constituency Code column.

ii. If you click No, the Web gift will be removed.

b. If the ID Number already has a row in the Donor Master table but does not have a constituency code, the Maintain Donor Constituency Codes window opens for you to select a default constituency code that will populate the Constituency Code column.

c. If you choose to Pay a Pledge (right-click), the Select Pledges to Pay window opens. Select the appropriate pledge(s), and click OK. PP transactions are generated.

5. The following operations can be performed:

a. Delete Gift

b. Add Matching Gift

c. Add Soft Credit

d. Generate Transaction

e. Delete Gift Transaction

f. Accept Gift

6. The Gift Data Entry window can be used to edit the gift entered via the Process Online Gifts window.