The global change copies appeals and select attributes from revenue records to matching gift claims and payments. The goal is to keep matching gift claims and their associated payments aligned to the originating payment for accurate reporting and analysis.
The parameters are
- Name. Required.
- Site. Defaults to all sites.
- Exclude claims or payments in selection. Optional. Use a revenue selection to identify records that should not have appeals and attributes copied to matching gift claims and payments.
When the process runs
- The Appeal from the originating payment is copied to matching gift claims and payments. Appeal is a single valued field at the Revenue level, and a matching gift payment can be applied to multiple claims. If a matching gift payment pays multiple claims across multiple appeals, the payment should be split into multiple transactions so that each payment transaction can receive the correct appeal. This global change will fail with an error message if a single payment is being applied to multiple claims where there are multiple appeals across those claims.
- If a different appeal already exists on a matching gift claim or payment, it will be overwritten by the appeal from the original payment.
- Attributes selected to be copied are copied to matching gift claims and payments. To select an attribute for this functionality, Affiliate Admins can go to Attribute Categories page, click on the chevron, and then on the Enable Copy to MG Note that this option is only available for Revenue attributes.
- If a selected attribute allows only one per record, only one will be selected. If a selected attribute allows multiple per record, all attributes will be copied.