General Tab (Gift Transaction Details Window)

The Gift Class value cannot be changed from this window.

This tab is active when the Gift Transaction Details window opens. If you edit information in the Category, Donor, Giving Relationship, Gift Data, or Sub Class columns and Save, the Changed Transaction Audit window is displayed. Enter the required information and click OK. This information is saved to the Gift Audit Transactions table.

If you edit data in the Category, Donor, Constituency Code, Gift Data, or Sub Class columns and Save, the Changed Transaction Audit window will be displayed. Enter the required information and click OK. This information is saved to the Gift Audit Transactions table.

Columns

If the transaction being viewed has already been booked (BOOKED_YN = 'Y'), the Trans Amt, Gift Date, Category, Donor (ID Number), Sub Class and Soft Credit columns are view only.

Trans #

Trans Amt

Gift Date

Category

 

 

Const. Code

Gift Class

Sub Class

Donor

 

 

Match Co.

 

Gift Set

Giving Club

Scholarship

Campaign

Memorial/Honor

Solicitation

 

Solicitor

 

 

Maturity Amt

Maturity Dte

Status

Soft Credit

Charitable

Match Form Rec'd

Notes