The Pledge Transactions Lookup allows you to search for a specific pledge based on criteria such as Pledge Number, Allocation, Appeal, etc.
How Do I Perform a Template Lookup?
How Do I Perform an Advanced Lookup?
Note: If you are performing a template lookup, some of the fields described below may not appear on the form.
Data Fields:
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Pledge Number |
The number of the pledge that you wish to look up. |
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Allocation Code |
The allocation code you wish to look up. Values in this field are validated against the allocation table. |
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Allocation Account |
The allocation account you wish to look up. |
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Allocation School |
The allocation school you wish to look up. |
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Special |
The special handling code that you wish to look up. Values in this drop-down list are validated against the tms_special_handling table (CZ). |
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Campaign |
The campaign code you wish to look up. Values in this drop-down list are validated against the tms_campaign table (CX). |
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School |
The school code you wish to look up. Values in this drop-down list are validated against the tms_school table (AF). |
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Campus
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The campus code you wish to look up. Values in this drop-down list are validated against the tms_campus table (GN). |
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Anon. |
The anonymity of the donor of the pledge you wish to look up. Values in this drop-down list are validated against the tms_anonymous table (CY). |
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Type |
The type of pledge that you wish to look up. Values in this drop-down list are validated against the tms_pledge_type table (CU). |
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Freq. |
The frequency of the pledge you wish to look up. Values in this drop-down list are validated against the tms_payment_frequency table (FQ). |
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Status |
The status of the pledge you wish to look up. Values in this drop-down list are validated against the tms_pledge_status table (CV). |
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Reun. Campaign |
The reunion campaign of the pledge you wish to look up. Values in this drop-down list are validated against the tms_reunion_camp table (DK). |
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Purpose |
The name of the purpose associated with the pledge you wish to look up. Values in this drop-down list are validated against the tms_prop_purpose table (V4). |
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Associated Code |
The associated code of the pledge you wish to look up. Values in this drop-down list are validated against the tms_association table (IF). |
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Department |
The name of the department code associated with the pledge you wish to look up. Values in this drop-down list are validated against the tms_alloc_department table (J5). |
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Sub Dept |
The name of the sub department code associated with the pledge you wish to look up. Values in this drop-down list are validated against the tms_alloc_sub_dept table (YH). |
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Division |
The division associated with the pledge you wish to look up. Values in this drop-down list are validated against the tms_alloc_division table (J6). |
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Entity Type |
This field indicates the entity record type for the entity that made the pledge that you wish to look up. Values in this drop-down list are validated against the tms_record_type table (AC). |
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Batch # |
The batch number that contained the pledge. |
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Appeal |
The appeal code (as it appears in the Appeal Header) that you wish to look up. |
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Giving Appeal |
The gift appeal code associated with the pledge you wish to look up. |
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Memb Appeal |
The membership appeal code associated with the pledge you wish to look up. |
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Amount |
The legal (hard credit) amount of the transaction you wish to look up. |
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Credit Amount |
The credit (soft credit) amount of the transaction you wish to look up. |
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Year of Giving |
The year of giving you wish to look up. |
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Date of Record |
The date of record you wish to look up. |
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Class |
The class year you wish to look up. Note: if System Option #66 is set to N, any valid number (not necessarily a 4-digit year). may be entered. If System Option #66 is set to Y only years between 1700 and 2100 may be entered. |
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Antic Match Amt |
The anticipated matching amount for the pledge. |
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Currency Amt |
The currency amount of the pledge that you wish to look up. |
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Annual |
This field indicates whether you wish to perform the lookup on pledges that have been made to the annual fund. Hard-coded values in this field include Annual Fund, Other, and All. |
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Fund Name |
The name of the fund associated with the pledge you wish to look up. Values in this drop-down list are validated against the tms_fund_code table (EL). |
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Receipt Date |
The receipt date associated with the pledge. |
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Transmit |
The code that describes whether the pledge you wish to look up was transmitted to the financial accounting system (FAS). Drop-down list; values are validated against the tms_transmit_to_acctg (J7) table. |
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Reporting |
The code that describes whether the pledge you wish to look up was included in monthly gift reporting. Drop-down list; values are validated against the tms_reporting (J8) table. |
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LM |
The code that identifies whether pledge you wish to look up was transmitted to the FAS, based on a specific ledger month code. This may be of particular importance to institutions or organizations whose accounting revolves on a ledger month, which may not be synonymous with a calendar month. Drop-down list; values are validated against the tms_ledger_month (J9) table. |
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Rec Project |
The name of the physical recognition project. Values in this drop-down are validated against the tms_prp_project table (PR1). |
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Reference 1 |
The text of the first reference field associated with the pledge that you wish to look up. |
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Reference 2 |
The text of the second reference field associated with the pledge that you wish to look up. |