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Donation Purpose Codes, Add, Change, Delete, Inquiry and Audit

Donation Purpose Code Addition

Donation Purpose Codes are used to specify valid donation purposes for classifying miscellaneous revenue.

Donation Purpose

Enter a donation purpose. The maximum field size is 10 characters.

Donation Purpose Description

Enter the description of the donation purpose entered above. The maximum field size is 30 characters.

Donation Purpose Code Changes

Donation Purpose Code Changes are used to change existing information on any Donation Purpose Code on file. You must then enter a valid code for the item chosen. The system will display all information for each code chosen. Click into the field to change and save.

Donation Purpose Code Deletions

Donation Purpose Code Deletions are used to allow you to remove a database code from the active file. The database file record is not, however, removed from the file. Instead, the record is flagged as deleted and a warning is produced when the database code is used.

Delete

Click Delete to delete the selected item. The system will then clear the screen and prompt for the next item.

Reactivate

This prompt will show if an item has been deleted. Click on Reactivate to reactivate the database.

Donation Purpose Code Inquiry

Donation Purpose Code Inquiry allows you an online inquiry to the donation purpose code selected.

Next Inquiry

When you have reviewed the data displayed, pressing at this prompt will cause the system to clear the screen for the next inquiry. Pressing at the CODE prompt will return you to the Database Maintenance Menu.

Donation Purpose Code File Reports

Donation Purpose Code Reports are used to allow you to report on a Donation Purpose Code Database. Selection of this option will cause the system to produce a report of all database codes of the selected type. The actual report format will vary depending on the information contained for that code.

Donation Purpose Code Full Report

Donation Purpose Code Full Report option is used to produce a complete listing of the Donation Purpose Code database.

Donation Purpose Code Audit

Donation Purpose Code Audit option is used to audit a specific database code. The report commences with selection criteria of starting date range to audit, ending date range to audit, then the code. Leaving the code blank will audit all codes. The system will report any changes made to the code type for the date range. The report can be exported to Excel.


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