Donation Full Line Item Details Paige Freeman May 04, 2023 13:53 Updated The Line Item Details screen provides additional information on the selected donation order line. From here, you can view or edit information based on the type of gift. The steps below assume that you are not currently viewing the donation in which you want to view the full line item details of a donation line in the donation. If you are currently viewing the donation in which you want to view the full line item details of a donation line in the donation, skip to step 3. To view full line item details for a line in a donation: From the Fundraising Central page, search for the appropriate order. For more information, please see Searching for a Donation. From the Donation Summary page, click the pencil icon in the top, right corner. From the Donation Details section, click the additional options menu to the right of the desired line item and select Full Line Item Details, as shown below.The Line Item Details page displays, as shown below. Please note that the information that displays at the bottom of the screen depends on the gift type of the donation line. See the table below for more information. The following information displays at the top of the Line Item Details screen for all gift types: Field Description Donation Line Information Description The invoice description defined for the product in the selected line. Please note that for subscription and membership products, the product description will also include the start and end dates. Line Status The status of the selected line in the order. Each subsystem has its own set of line statuses, as defined by the fixed codes for the LINE_STATUS system type. Fulfill Status The status of the product in the order. Each subsystem has its own set of fulfill statuses, as defined by the fixed codes for the FULFILL_STATUS system type. Comments If necessary, you can enter any comments about this order line. Pricing Details Rate Structure/Rate Code The default rate structure/code assigned to the order based on the selected ship-to constituent. If necessary, this value can be manually changed. You may adjust a product's Rate Structure and Rate Code, but you will need to Update Pricing to reflect those changes on screen. Unit Price The unit price is based on the selected rate structure and rate code. Line Total The calculated line total after discounts. Payment Information For Fundraising products, this section will appear for Cash and Pledge gift types. Cash gifts will only have the Auto Pay Method field display. Auto Pay Method Drop-down. Displays a list of the constituent's saved credit or debit cards to select from. Pay Frequency Drop-down. Displays a list of payment frequencies. This field is validated against fixed ORD app type code: “PAY_FREQUENCY”. Number of Payments Text box. Defaults based on the Pay Frequency selected. For MBR and SUB product orders, this field will populate based on the cycle Begin and End date. Add New Card Link. Opens the Add Credit Card page to add a new saved credit card to the constituent record. Add New EFT Link. Opens the Add Bank Account page to add new banking information to the constituent record. Last Installment Amount Text box. Enter the last installment amount if necessary. This field will only display when the Auto Pay Method selected is EFT. Last Installment Date Date chooser. Select the last installment date if necessary. This field will only display when the Auto Pay Method selected is EFT. Prenote Required Toggle. This identifies whether the system needs to prenote the bank account before the first payment can be processed. This field will only display when the Auto Pay Method selected is EFT. The following information displays at the bottom of the Line Item Details screen based on the gift type in the selected line: Field Description Donor and Gift Information Solicitor Search field. The solicitor assigned to the donor. Key Code Search field. This code identifies the combination of the marketing piece (e.g., brochure, mailing, etc.) and list code used to solicit the customer. Selecting a value automatically populates the Market Code and List Code. Market Code Search field. This code identifies the source of an order if it is based on a promotion created for a marketing campaign. Market codes are validated against the order detail date. List Code Search field. This code identifies the mailing list from which the customer was solicited. Campaign Search field. The Campaign for which the gift was made. Fund Search field. The Fund for which the gift was made. Appeal Search field. The Appeal for which the gift was made. Acknowledgement Anonymous Toggle. Select whether the donor wishes to remain Anonymous. If the Anonymous toggle is set to Yes, the List Donor As field will display as ‘Anonymous’. List Donor as Text field. How the donor’s name will appear in a list of donors. Recurring Gift Recurring Gift Toggle. Select Yes to mark the gift as a recurring gift and to open the Recurring Gift fields for edit. This option will only be enabled if the CASH gift has the Allow Recurring Gift checkbox checked on the General Setup screen in Gift Code Maintenance. Status Drop-down. This status will be updated to "Renewed" when the FND680 or FND681 batch process is run. If the FND680 or FND681 is currently being run, this status will be "In Process". This status will display as "Rejected" if the donor's credit card information needs to be updated. Update this status to "Cancelled" to stop the recurring gift. Values in the drop-down are populated based on the fixed codes defined for the FND "RECURRING_GIFT_STATUS system type. Frequency Drop-down. The frequency of the recurring gift. Values in the drop-down are populated based on the non-fixed codes defined for the FND "GIFT_FREQUENCY" system type. Next Recurring Date Date Chooser. Automatically populates based on the Recurring Gift Frequency selected. For example, if "Monthly" is selected as the recurring gift frequency, this date will default to one month from today's date since the current donation counts as the first recurring donation. Tribute Information Tribute Type Drop-down. Allows organizations and donors to categorize the type of tribute for which a donation is being made. A tribute type can be assigned to a Fund, Campaign or Appeal and to a Matching Gift Plan. Example tribute types include IN_MEMORY_OF, IN_HONOR_OF and IN_SUPPORT_OF. Values in the drop-down are populated based on the codes defined for the non-fixed FND "TRIBUTE_TYPE" system type. Dedicated to Search field. Search for an existing constituent to which the gift is dedicated. Create Soft Credit Toggle. Soft credits can be created for the donor for Cash and Pledge fundraising products. All other fundraising products (including credits entered manually) are considered soft credits. Dedicated to/for Text box. Enter a message or description of the donation. Acknowledgement to Search field. If you want the acknowledgement letter to be sent to the contact person's primary address, search for the constituent to be notified of the tribute donation. Name and Address Fields If you do not select a constituent in the Acknowledgement to field, you can manually enter the constituent's Prefix, First Name, Last Name, Email Address, Company, Country Code, Address Line 1, Address Line 2, Zip Code, City, and State. Letter Code Drop-down. Options in the drop-down are populated based on the standard letters defined on the Standard Letter Maintenance. Please note that only standard letters with a LETTER_TYPE of "TRIBUTE_ACKNOWLEDGEMENT" will display. Values in the drop-down are populated based on the codes defined for the non-fixed FND "LETTER_TYPE" system type Personal Message Text Box. Enter any personal message to be included on the acknowledgement letter. View Tribute Acknowledgement Button. Opens the Tribute Acknowledgement letter in a new tab. Email Tribute Acknowledgement Button. Opens the default email client to a new email with the Tribute Acknowledgement letter attached. Matching Gift Matching Gift No Displays the Order Number for the matching gift donation. Matching Gift Plan Displays the matching gift plan number. Gift Date Displays the date the matching gift was created. Matching Gift Donor Displays the matching gift provider. Click the hyperlinked Matching Gift Donor to open the Constituent Summary in a new tab. Total Matching Gift Displays the amount of the total matching gift. Matching Gift for this Donation Displays the amount of the matching gift for this donation. Status Displays the status of the matching gift. Matching Gift Employer/Employee You can manually enter the name of the Matching Gift Employer and/or Matching Gift Employee. Please note that these fields may have been populated from a donation made on the web via the Donation Wizard control. Stock Details Symbol Text field. The stock symbol. Description Text field. The name of the company associated with the stock. Stock Shares Text field. Enter the number of shares of stock donated. Value on Receipt Date Number field. The value of the stock on the date it was received. Value on Sale Date Number field. The value of the stock on the date it was sold. Sale Date Date Chooser. The date of the sale. Brokerage Firm Text field. The brokerage firm managing the gift. Contact Text field. The broker contact person managing the gift. Contact Phone Text field. The phone number of the contact person managing the gift. Related Information Value Number field. The value of the asset. Delivery Date Date Chooser. The date the asset was delivered. Description Text field. The description of the asset. Sale Value Number field. The value of the asset on the date it was sold. Sale Date Date Chooser. The date the asset was sold.