Transactions (Gift Data Entry Window)

This pane contains a row for the gift transactions that make up the gift total. Gift transactions are created when you Generate Transactions (right-click, choose Generate Transactions) or when you use the Advanced Gift Entry Options window (right-click, choose Advanced Gift Options). You can "split" or change the gift by changing its component transactions so that it is applied to multiple categories, etc.

If the Gift Class is PL (Pledge), the sum of the transactions (Total Amt) must equal the Total Pledge Amount (PROMISE_MASTER.TOT_PROMISE_AMT) of the gift. If these amounts are not equal, the following message (along with Yes and No buttons) is displayed: "The sum of the transaction amounts does not equal the pledge amount. Continue?"

Columns

Options

After selecting a transaction row, the following options may be available from the right-click or Options menu:

Only available after selecting a transaction row in the Transactions pane of the window.

Only available after selecting a transaction row in the Transactions pane of the window; opens the Gift Transaction Details window; also access by double-clicking a transaction row

Only available after selecting in the Transactions pane of the window a transaction row that has not been booked (BOOKED_YN=N).

Only available after selecting in the Transactions pane of the window a transaction row that has been booked (BOOKED_YN=Y).

Available if applicable.

Only available after selecting a transaction row in the Transactions pane of the window if applicable.

Opens the appropriate Lookup window.

Always available.

When you accept a gift, the soft credit ID Number should have a default constituency code. If, for some reason, there is no default constituency code, the following message will display: "You must have a Constituency Code. Edit Transaction and choose a relationship."