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Banner Advancement / Release Guide / 8.1 - Parent Directory

Banner Advancement / Release Guide / 8.1 - Parent Directory

new check boxes on the

new check boxes on the Prospect Status Validation Form (ATVPRST) used to assign astatus code to prospects, proposals, and/or projects.Prospect Proposal Form (AMAPROP)This form is used to manage and track proposals associated with a prospect. A proposal isa formal presentation regarding specific institutional initiatives in which the institutionhopes to engage the assigned prospect.A proposal comprises one or more projects, each with a targeted funding amount. Aproposal can have an unlimited number of projects, but only four projects can be active atthe same time.The following changes to AMAPROP enhance the ability to manage and track proposals:• A new sequence number is used to differentiate proposals that have the sameproposal code. Previously, a prospect could have only one proposal for a proposalcode. A prospect can now have multiple proposals with the same proposal code.• A new field tracks the date when a proposal was created. This date can be used toquery proposals.• The size of the proposal and project status codes was increased to six charactersthroughout the form.• The proposal status code list of values is limited to status codes for proposals.Similarly, the project status code list of values is limited to status codes forprojects. This behavior is the result of new check boxes on the Prospect StatusValidation Form (ATVPRST) used to assign a status code to prospects, proposals,and/or projects.• A new window is available to record the gifts or pledges that are received as aresult of a project.• New windows are available to track proposal changes and project changes.• A new tabbed interface improves the organization of proposal and projectinformation.Due to the significant additions and redesign of the form, the entire form is described inthe following text.Key blockThis block is used to identify the prospect associated with the proposals.30 Banner Advancement 8.1 December 2008Release GuideEnhanced Proposal Processing - Functional

FieldIDDescriptionIdentification number and name given to an advancementindividual or advancement organization on the AdvancementIdentification Form (APAIDEN).List - Advancement Individual Search Form(AOAIDEN)Duplicate Record - Advancement Individual SummaryForm (APASBIO)Count Hits - Advancement Organization Search Form(AOACOMP)Duplicate Item - Advancement Organization HeaderForm (AOAORGN)SpouseIdentification number and name of the spouse entered on theAdvancement Individual Information Form (APACONS).List - Advancement Individual Summary Form(APASBIO)CategoryClassPrimary donor category for the key ID and spouse.Preferred class year for the key ID and spouse entered on theAdvancement Individual Information Form (APACONS).Proposals windowThis window is used to create and maintain proposals for a prospect. A prospect can havean unlimited number of proposals. A proposal includes the following information:• Proposal code• Status of the proposal• Total ask amount for the proposal• Staff assigned to the proposal• Projects (funding initiatives) and ask amounts associated with the proposal• Gifts and pledges that result from the proposal• Comments regarding the proposalThe following fields provide basic information about the proposal.December 2008 Banner Advancement 8.1 31Release GuideEnhanced Proposal Processing - Functional

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