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Global Change/Add Pledge Payment Recognitions

This Global Change compares recognition credit on a pledge against the pledge payment. If a constituent is recognized on the pledge and not deceased (recognition type is not relevant) but is not recognized on the payment, add recognition on the payment with a recognition type = soft credita recognition date = gift date of the payment and recognition amount = gift amount of the payment.   

The process will not create any duplicate recognitions for a constituent. 
 
The process also permits a selection of payments to be considered in the event that this process should be limited to specific records.  Selection parameter is not required; when it’s not used, the process evaluates all pledge payments in the system.
 

 

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