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Banner Advancement / Release Guide / 8.1 - Parent Directory

Banner Advancement / Release Guide / 8.1 - Parent Directory

FieldProposal

FieldProposal CodeDescriptionCode that identifies the proposal. Required.Note: A prospect can have multiple proposals with the sameproposal code.List - Proposal Codes Validation (ATVPROP)SequenceCreate DateStatusSequence number that uniquely identifies a proposal. Thisnumber permits a prospect to have multiple proposals with thesame proposal code. This sequence number is assignedautomatically when a record is saved. Display only.Date when the proposal was created. The default is the currentdate when a proposal is created, but the date can be changed.Status of the proposal.List - Prospect/Project Status Code Validation(ATVPRST). The list shows only those status codesthat are associated with proposals on ATVPRST.ActiveStatus DateAmountDue DateCheck box that indicates whether the proposal is active. Thissetting is based on the Active check box defined for the statuscode on ATVPRST. Display only.Date when the proposal status was entered or last updated. Thedefault is the current date when a proposal is created or updated,but the date can be changed.Total ask amount for the proposal.Date when the prospect manager expects the prospect to act onthe proposal.Note: The staff member assigned to the proposal is identified by either a staff code or anID. You can enter one or the other, but not both.StaffCode that identifies the staff member assigned to the proposal.List - Staff Assigned to Prospect. The list is based onthe staff members assigned to the prospect on theAdvancement Prospect Information Form(AMAINFO).Count Hits - User Identification Control Form(GUAIDEN)32 Banner Advancement 8.1 December 2008Release GuideEnhanced Proposal Processing - Functional

FieldIDDescriptionBanner ID that identifies the staff member assigned to theproposal.List - Staff Assigned to Prospect. The list is based onthe staff members assigned to the prospect on theAdvancement Prospect Information Form(AMAINFO).Count Hits - Person Search Form (SOAIDEN)Duplicate Item - Advancement Individual Search Form(AOAIDEN)Projects blockThis block is used to enter information about each project that is assigned to the proposal.A project is an institutional initiative that relies on funding or leadership support. Aproposal can have an unlimited number of projects, but only four projects can be active atthe same time.Summary tabThis tab is used to enter or update summary information about each project assigned to theproposal.FieldProjectDescriptionProject code and description associated with the proposal. Aproject is an institutional initiative that relies on funding orleadership support.List - Project/Interest Code Validation (ATVPROJ)Count Hits - Prospect’s Projects. The list is based onthe projects defined for the prospect on theAdvancement Prospect Information Form(AMAINFO).Giving VehicleVehicle code associated with the project.List - Giving Vehicle Code Validation (ATVGIVH)December 2008 Banner Advancement 8.1 33Release GuideEnhanced Proposal Processing - Functional

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