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Banner Advancement / Release Guide / 8.1 - Parent Directory

Banner Advancement / Release Guide / 8.1 - Parent Directory

Load gift records to

Load gift records to temporary tableUse the following steps to load gifts from a third-party processor into a temporary Bannertable.1. Run the External Gift Load Process (AGPEXGF) in report mode. This allows you totest the data load without changing any data in Banner.2. Review the report and make any changes in the data load file, if necessary.NoteAny blank lines in the data load file must be removed before runningAGPEXGF in update mode.•3. Run AGPEXGF in update mode. This loads the gift data into a temporary table.Review gift records and load to baseline tablesAfter gifts are loaded into the temporary table, use the following steps to review the giftsand load them into baseline Banner tables.1. Access the Review External Gifts Form (AGAWGIF) to display records loaded intothe temporary table.2. Review records on AGAWGIF and make any changes, if necessary.3. Select the OK to Load check box for each record as you approve it.4. Select Save.5. When all records are reviewed and saved, select Create Gift from the Options menuto load the verified records into the Banner baseline tables.Changed formsThe following form changes support the enhanced processing of gift details provided bythird-party processors.Gift Form (AGAGIFT)The Gift or Pledge Payment window displays the following new fields.50 Banner Advancement 8.1 December 2008Release GuideEnhanced Processing of Third-Party Gifts - Functional

FieldReferenceAuthorizationDescriptionCode provided by the third-party processor to uniquely identifythe credit card transaction. Can be used by the donor to track atransaction.Code provided by the third-party processor to verify that thecredit card transaction was authorized. Can be used by theinstitution, in conjunction with the reference code, to track atransaction.In addition, the Credit Card and Expiration Date fields are no longer required for creditcard gifts.The Additional Gift Information window displays the following new fields.FieldExternal Gift IDOriginDescriptionGift ID supplied by the third-party processor. Display only.Source of the third-party transaction. Display only.Review External Gifts Form (AGAWGIF)AGAWGIF displays the following new fields.FieldAuthorizationReferenceOriginExternal Gift IDDescriptionCode provided by the third-party processor to verify that thecredit card transaction was authorized. Can be used by theinstitution, in conjunction with the reference code, to track atransaction. Display only.Code provided by the third-party processor to uniquely identifythe credit card transaction. Can be used by the donor to track atransaction. Display only.Source of the third-party transaction. For gifts from third-partyprocessors, this code identifies the third-party processor thatsent the gift record. Display only.Gift ID supplied by the third-party processor. Display only.December 2008 Banner Advancement 8.1 51Release GuideEnhanced Processing of Third-Party Gifts - Functional

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A The Lowell Ledger - To Parent Directory
and THE ALTO SOLO - To Parent Directory
PayBase 8.1 QA Release Notes - Bottomline Technologies
Hosiery! - To Parent Directory
M - To Parent Directory
1 - To Parent Directory