Creating Accumulated Records for Gift and Pledge Inquiry
In Contributor Relations, the system runs Giving Profile and Commitment Summary online reports based on summary accumulator records rather than detailed transaction records. For the proper information to appear on these reports, you must initialize the summary accumulator records for all constituents and all gifts and pledges in the system. Contributor Relations delivers a Constituent Accumulator Initialization Application Engine process (AV_ACC) to perform this task. To access the process, select When initialized, incremental accumulations take place for affected constituents during the Constituent Accumulator process. You can run this process either by itself or along with the GL Interface job.
The Constituent Accumulator Initialization process is a resource-intensive process that requires an extended background processing window. The process deletes and recalculates all data from the accumulator records (PS_AV_CNST_ACC, PS_AV_CNST_ACC_DES, and PS_AV_CNST_ACC_FY). If all transactions contained within in-process sessions are first completed (their session status changes to Posted), do not select the Search for unposted Pledge Payments and Search for unposted Matching Gifts options. This improves the performance of the initialization process.
Note:
If you do not complete the initialization process, the system does not complete the information displayed online on the Giving Profile and Commitment Summary pages.
If additional groups of constituents are required to allow the process to complete within the particular background processing window, the records in the PS_AV_ACCUM_INIT table can be modified to include more, smaller groups. Remember, however, that additional occurrences of the temporary tables used by the AV_ACC Application Engine process are required if you run more than the delivered five processes at any one time.
Related Topics