TITLE
Recognition Credits missing a Type
WORKSPACE
Revenue Data Integrity
TAB
Recognition Credits
PURPOSE
Revenue Recognition Credits can be added without a Recognition Type – either manually by a user, automatically via Constituent Recognition Default/Relationships, or via imports. Recognition Credits without a Type can create issues for Smart Fields, Recognition Programs, Data Warehouse summaries, and more. This datalist will enable users to evaluate these Recognition Credits and assign an appropriate Recognition Type.
CRITERIA
Any Recognition Credit with a blank Recognition Type.
COLUMNS
| Name | Hyperlinks to | Default Sort? | Note |
| Added by Application | |||
| Added by Username | |||
| Application | |||
| Changed by Application | |||
| Changed by Username | |||
| Date Added | |||
| Date Changed | |||
| Donor Constituent (name) | Donor constituent record | ||
| Donor Constituent Lookup ID | |||
| Effective Date | |||
| Recipient Constituent (name) | Recipient constituent record | ||
| Recipient Constituent Lookup ID | |||
| Recognition Credit Amount | Revenue Application – Recognition Tab | ||
| Relationships | |||
| System Record ID |
FILTERS
None.
SECONDARY VIEW
Revenue Transaction Detail View Form 2
ACTIONS
| Label | Purpose | Window |
| Edit | Update Recognition Credits on the Revenue Record | Revenue Recognition Credit Edit Form
|
