Views
3 years ago

Banner Advancement / Release Guide / 8.1 - Parent Directory

Banner Advancement / Release Guide / 8.1 - Parent Directory

Add or change

Add or change information for individual giftsInformation that applies to all gifts in the group comes from the Gift Defaults window.You can overwrite these defaults or add information for individual gifts. Use the followingsteps to add or change information for an individual gift.1. Enter the ID and gift amount on the IDs window of AGAGMAS.NoteOnce you enter an ID, gift transaction information is created. If you needto exit the form or start over, you must remove the record.•2. Select Next Item or tab to the Gift Number field.A gift number is automatically assigned. The tabs at the bottom of the window areenabled.3. To add or change gift details:3.1. Select the Gift Detail tab.3.2. Add or change gift details.3.3. Select Save to save the changes.4. To add or change campaign/designation combinations:4.1. Select the Campaigns/Designations tab.4.2. Add or change campaign/designation combinations.4.3. Save.If the sum of the detail amounts in this block does not equal the total giftamount entered in the IDs block, an error message is displayed. Change thedetail amounts, or select Auto Balance to automatically update the total giftamount in the IDs block so it equals the sum of the detail amounts.5. To add or change solicitation information:5.1. Select the Solicitation tab.5.2. Add or change solicitation information.5.3. Save.12 Banner Advancement 8.1 December 2008Release GuideGift Mass Entry - Functional

6. To add or change benefits information:6.1. Select the Benefits tab.6.2. Add or change benefits information.6.3. Save.7. When all changes are entered, select Exit or Rollback to update giving history.Balance gift amountBefore a gift can be saved, the total gift amount must equal the sum of the detail amountsdistributed to campaigns and designations. A message is displayed if the amounts are outof balance. You can select Auto Balance or Manual Balance to balance the gift amount:Auto BalanceManual BalanceThe total gift amount in the IDs block is automatically updatedto equal the total of the detail amounts.You must manually update the detail amounts in the Campaigns/Designations block so their sum equals the total gift amount inthe IDs block.Save pending gift transactionsIf your Banner session aborts before giving history details are updated, the IDs window isdisplayed with a message the next time you access AGAGMAS. You must complete thepending transactions on the IDs window before you can enter new gifts. Use the followingsteps to complete the pending transactions.1. Review the pending transactions on the IDs window of AGAGMAS.2. If you need to change gift details, campaign/designation combinations, solicitationinformation, or benefits information for the displayed gifts, see “Add or changeinformation for individual gifts” on page 12.3. If you need to delete a pending transaction:3.1. Select the record.3.2. Select Remove Record.4. After all changes are made, select Exit or Rollback to update giving history.December 2008 Banner Advancement 8.1 13Release GuideGift Mass Entry - Functional

SCT Banner Advancement / Release Guide / 7.1
SCT Banner Student / Banner Intcomp Release Guide / 7.0
SCT Banner Student / Release Guide / 7.1
SCT Banner Student / Release Guide / 7.0
SCT Banner Employee Self-Service / Release Guide / 7.1
SCT Banner Faculty and Advisor Self-Service / Release Guide / 7.1
SCT Banner Finance / Release Guide / 7.1
SCT Banner Financial Aid / Release Guide / 7.0
SCT Banner Human Resources / Release Guide / 7.0
SCT Banner Finance / Release Guide / 7.0
SCT Banner Student Self-Service / Release Guide / 7.0
Lowell - To Parent Directory
and THE ALTO SOLO - To Parent Directory
WINEGAR - To Parent Directory
JEWELRY LINE, - To Parent Directory
LOWELL JOURNAL. - To Parent Directory
and THE ALTO SOLO - To Parent Directory
On the trail— On the trail— - Parent Directory