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Banner Advancement / Release Guide / 8.1 - Parent Directory

Banner Advancement / Release Guide / 8.1 - Parent Directory

FieldDesignationDescriptionDesignation for the associated gift or pledge.If you selected a gift or pledge number from a list of values, thedefault is the designation associated with the selected gift orpledge. If you entered a gift or pledge number manually, youmust enter a designation that is valid for the gift or pledgenumber.List - Designations. This list shows all designationsdefined on the Designation Form (ADADESG).ValueCommentTotalAmount of the gift or pledge that was credited to the campaign/designation combination.If you selected a gift or pledge number from a list of values, thedefault is the amount of the gift or pledge associated with thecampaign/designation combination, but it can be changed.Free-form comment about the gift or pledge. Maximum numberof characters is 2,000.Total amount of the gifts and pledges received as a result of theproject within the proposal. This value is automatically updatedeach time a result record is saved. Display only.Proposal Comments blockThis block is used to record optional comments for a proposal:FieldCommentDescriptionFree-form comment about the proposal. Maximum number ofcharacters is 10,000.Proposal Change History windowThis window displays changes made to all proposals for a prospect. Changed fields areidentified by an asterisk (*). Fields show original values, before the changes. All fields aredisplay only.History records are sorted in the following order:1. Date when the proposal record was created2. Date when the proposal record was changed36 Banner Advancement 8.1 December 2008Release GuideEnhanced Proposal Processing - Functional

3. Proposal code4. Proposal sequence number (highest number to lowest number)The following fields identify the history record.FieldChange DateProposal CodeDescriptionDate when the proposal information was changed.Code that identifies the proposal.List - Proposal Codes Validation (ATVPROP) in querymodeProposal SequenceAmountSequence number that uniquely identifies the proposal.Total ask amount for the proposal.Status tabThis tab displays original values when the following fields are changed.FieldStatusDescriptionStatus of the proposal. Status codes are defined on the Prospect/Status Validation Form (ATVPRST).List - Prospect/Project Status Code Validation(ATVPRST) in query modeStatus DateDue DateCreate DateDate when the proposal status was entered or last updated.Date when the prospect manager expects the prospect to act onthe proposal.Date when the proposal was created.User tabThis tab displays original values when the following fields are changed.December 2008 Banner Advancement 8.1 37Release GuideEnhanced Proposal Processing - Functional

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