Stewardship Lookup

The Stewardship Lookup is used to search for entity stewardships.

 

How Do I Perform a Template Lookup?

 

How Do I Perform an Advanced Lookup?

 

 

Data Fields:

 

Allocation

The allocation code of the allocation stewardship you wish to look up.

Steward Type

The type of steward you wish to look up. Values in this drop-down list are validated against the tms_steward_type table (Z7).

Relation To Donor

The type of relationship to the donor you wish to look up. Values in this drop-down list are validated against the tms_steward_relation table (Z8).

Status

The status of the stewardship you wish to look up. Values in this drop-down list are validated against the tms_steward_status table (ZP).

Start

The start date of the stewardship you wish to look up.

Stop

The stop date of the stewardship you wish to look up.

Recipient Amt

The amount of the recipient for the stewardship you wish to look up.

Steward

The steward ID that you wish to look up. Values in this field are validated against the Allocation table. The value in this field must be a valid Advance entity ID.