When a gift is made through AWC, the information is stored in the Advance batch tables until the information is accessed via the Gift Batch Transaction List. Once the information is accessed, you will be allowed to finalize the gift before submitting it for gift processing.
In the case of an unauthenticated gift made through AWC, in addition to verifying the gift attribute information, it will be the responsibility of the gift entry operator to locate the entity in the database or create the entity before submitting the transaction for gift processing.
Note: The Batch Type (bc_batch_type_code) is set to 'W' for unauthenticated transactions, or to the code in defined Advance System Option 108 for authenticated transactions. If System Option 108 is blank, the batch type for all transactions is 'W'.
To view and process gifts and pledges made through AWC:
Access Gift Batch Control for the batch that contains the AWC Transactions.
From the Page Tree select Transaction List and you will see the transactions, exactly as entered by the AWC donor. If the transaction is a pledge payment from an authenticated user, it is strongly recommended that you select the pledge information from the Pledge drop-down list. By selecting the original Pledge from the drop-down list you will be ensuring that all of the attribute information is properly loaded before the transaction is closed and submitted for processing. The joint indicator may not be marked for a multiple allocation transaction. If you wish to enter a multiple allocation transaction for two spouses, an Associated Donor Code other than 'J' must be used. Also, the type selected must be one where the Hard Credit indicator = 'Y' in tms_association.
If an unauthenticated user of AWC made the gift, press F2 while current in the Donor field and the Entity Lookup window will appear. When the lookup appears, the entity name and address information entered by the donor in AWC defaults in. To initiate the search on those criteria, click OK.
If the entity you are looking for does not appear in the Entity Lookup List, a dialog warning "no entities found using your criteria" will display. Click OK to create the entity according to the policies and procedures at your institution or organization. If you do not have the appropriate security rights for adding an entity, a second dialog will display indicating you cannot add the entity.
In the event that multiple entities with the same name match the specified criteria, the Entity Lookup List will display the possible matches. Scroll through the list and select the appropriate entity for the transaction. Performing this action will populate the Donor Name and ID in the transaction detail.
Review additional information about the transaction.
Click Save on the Form Header.
Note: If you attempt to close the AWC Batch without assigning the Unauthenticated AWC Gift transaction to the appropriate Advance entity or entities, a warning message will display and warn you that an AWC Unauthenticated Donor ID exists in the batch. A valid Entity ID must be assigned to the transaction before closing the batch.