The Allocation Stewardees Lookup form is used to find relationships between allocations and donors (or donor representatives) and recipients of the allocated funds.
How Do I Perform a Template Lookup?
How Do I Perform an Advanced Lookup?
Data Fields:
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Allocation Code |
The code of the allocation. |
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Entity ID |
The Entity ID number of the stewardee. |
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Stewardee |
Indicates the type of stewardee. Values in this drop-down list are validated against the tms_stewardee (SP) table. |
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Status |
Identifies the status of information recorded in this row. Values in this drop-down list are validated against the tms_stewardee_status (SQ) table. |
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Relationship |
Identifies the relationship of the entity. Values in this drop-down list are validated against the tms_stewardee_relationship (SR) table. |
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Print Order |
Indicates the order in which this stewardee is to appear on reports. |
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Start Date |
The start date that identifies the stewardee as active. |
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Stop Date |
The stop date that identifies the stewardee as no longer being an active stewardee. |
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Anonymous |
Indicates the anonymity of the stewardee. Values in this drop-down list are validated against the tms_stewardee_anonymous (SW) table. |
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Joint |
Drop-down list indicates whether this information is for a couple. |
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Active |
Drop-down list indicates whether the stewardee is active or not. |
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Anonymous |
Drop-down list indicates whether the stewardee wishes to remain anonymous. |
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Primary Donor |
Drop-down list indicates whether the donor is the primary donor. |
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Description |
Large text field used to hold additional information about the allocation stewardee. |
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Comment |
Large text field used to hold comments about the allocation stewardee. |