The Transaction screen displays, as shown below.
Upon clicking the View Hard and Soft Credits link, payments made to fundraising records display. These transactions are based on the Non-Pledge Credit and Pledge Credit values on the Organizational Unit Maintenance – Fundraising Parameters screen. When the value is set to “Payment,” records display here and are created in the FND_Credit table when a payment is made. When the value is set to “Order Creation,” then records are created when the order is created, not when a payment is made.
To add a credit transaction:
1. From
the Donor Information task category in Donor360®, click View
Hard/Soft Credits link.
The Transaction screen displays, as shown below.
2. Double-click a transaction in the grid to open the Donation Entry screen.
3. Click Add.
4. If necessary, change the Txn Date. This is the date the transaction occurred.
5. Select
whether this transaction will result in a Soft Credit.
Soft credits can be given to the solicitor linked to the donor for Cash
and Pledge fundraising products. All other fundraising products (including
credits entered manually) are considered soft credits. Enter the Gift Type.
This is the type of product added as a transaction. For example, Pledge,
Asset, or Cash. When a fund credit is created for a donor based on an
order or a payment, the description of the Product Type Code in the order
line populates here. If you created the credit manually, this field displays
as a drop-down allowing you to select a value.
6. Enter the Credit Amount.
7. Enter the Credit Role, if necessary.
8. Enter the Description of the transaction.
9. Select a Campaign, Fund, or Appeal related to the transaction, if necessary.
10. Select
the Acknowledgement Letter Print Date that an acknowledgement letter
was generated for the donor, if necessary.
If the FND630 batch
process is run, this field populates automatically.
11. Enter any Comments related to the transaction.
12. Click
Save.
Click the Main Page link to return
the overview donor information screen.