Bulk Development Payments

The DE Bulk Payments utility allows administrators to post development pledge transactions. As the "bulk" in the title suggests, multiple pledge payments can be posted at once. To use the utility, select a Staff Fundraiser and an Event and click Submit to search. To appear in the list of fundraisers, a staff member must have an active record with a start date on their Fundraising Records page. Events are created using the Development Event Management utility under the Systems menu. The search will display any existing payments made in connection to the selected event from constituents linked to the selected fundraiser. Constituents linked to the fundraiser who do not have payments for the event listed yet can be selected through a link at the bottom of the page. Constituents are linked to fundraisers through each constituent's Constituent Information Records page. Each constituent can only be assigned to a single fundraiser. Administrators must select a Fundraising Transaction Code when processing payments. These codes are created in Table Maintenance and can be mapped through the DE Pledge T-Code Mapping utility.

For more on Development in SONIS, visit the Development Overview page.