PledgeTypeList
| Initial Build | 2011.01 |
| Module | Fundraising |
| Current Setting Type | Text Box |
Use this system option to specify the types of pledges that can be created in the Fundraising module. The following are the types of pledges available by default:
- signed: creates a terms invoice with a full balance that will credit AR for the full pledge amount. Signed also creates an order schedule.
- installment : creates a verbal invoice. This choice does not create an A/R receivable until you apply the first payment, or you change the invoice from proforma to terms. This type of pledge is typically used for larger gifts such as in capital campaigns where you want to log the pledge as an open verbal pledge, but not book A/R. Later the proforma pledge can be converted to a signed pledge by adding a payment, or by clearing the proforma checkbox on the invoice.
- proforma: creates a pending signed invoice. Use when you want to recognize all revenue once you receive the first full or partial payment.
Note: In NetForum 2010.01 and prior, the only pledge type was installment. In NetForum 2011.01, the signed and verbal options were added. The values and descriptions were redefined to those described in this topic for NetForum 2015.1.
Current Setting
The current setting for PledgeTypeList is used as follows:
Values: This system option can be set to any coupling of value and description, as long as it follows the following format: value1:description1;value2:description2;value3:description3. In the default and recommended format:
- value1 is terms and description1 is signed
- value2 is installment and description2 is verbal
- value3 is proforma and description3 is pending signed
It is recommended that you do not change the default values, but you can modify the description of each of these values to be whatever makes sense for your organization.
Default Value: terms:signed;installment:verbal;proforma:pending signed
Fields
This system option includes the following fields:
Description: This field gives the description of the system option, including its use and default value.
Important! Do not modify the following fields after the system option is first created. Changing these fields after they have been used can invalidate existing data.
Category: This field sets the category (usually the module) where the system option is used.
Type: The Type field determines the display type of the Current setting field (check box, drop-down list, or text box).
Values: The values field indicates the allowed values for the Current setting field.
Availability
Each system option includes the following availability settings:
Entity Level Option?: Select this check box to make this system option available on an entity level.
Visible To External Systems?: Select this check box to make this system option available in xWeb.