Viewing Pledges

After you have created a session containing pledges, you can view information about the transactions in the session. If you are a supervisor and have security access, you can view information about pledges regardless of whose session they reside in.

This section discusses how to:

• View a pledge summary.

• View pledge details.

• View a supervisor's pledge summary.

• View an open pledge register.

• View a pledge payment schedule.

Pages Used to View Pledges

Page Name	Definition Name	Navigation	Usage
Pledge Summary Supervisor Pledge Summary	AV_PLDG_SMRY	Contributor Relations, and then Session Management, and then Supervise Sessions, and then Pledge Sessions, and then Pledge Summary Contributor Relations, and then Session Management, and then Supervise Sessions, and then Pledge Sessions, and then Supervisor Pledge Summary	View information about the pledges you enter in a session. You can only view information about sessions that you currently control, unless you are a supervisor. For supervisors, view information about the pledges that your staff enters in sessions.
Pledge Detail	AV_PLDG_DTL_SP	You can access the Pledge Detail page through multiple navigation paths. Below is a frequently used path. Click the Details button on the Pledge Summary page.	View detailed information about a pledge transaction.
Open Pledge Register	AV_OPEN_PLDG AV_OPEN_PLDG_E AV_OPEN_PLDG_W	Contributor Relations, and then Analyze Giving History, and then Person Giving Summaries, and then Open Pledge Register Contributor Relations, and then Analyze Giving History, and then Organization Giving Summaries, and then Open Pledge Register-Org Contributor Relations, and then Session Management, and then Enter Pledges, and then Pledge Schedules, and then Open Pledge Register - Workset	View a summary of a donor's pledges with open balances.
Pledge Schedule	AV_PLDG_SCHD_INQ AV_PLDG_SCHD_INQ_E	Contributor Relations, and then Analyze Giving History, and then Person Giving Summaries, and then Pledge Schedule Contributor Relations, and then Analyze Giving History, and then Organization Giving Summaries, and then Pledge Schedule - Org	View information about the payment schedule associated with a particular pledge.

Viewing a Pledge Summary

Access the Pledge Summary page (Contributor Relations, and then Session Management, and then Supervise Sessions, and then Pledge Sessions, and then Pledge Summary).

If the session you select is open, the pledge number, ID and constituent name, first payment date, fulfillment date, and gift amount appear for each transaction in the session you selected. If the session is posted, you cannot select any transaction in the session to edit.

Field or Control	Description
Details	Click to view detailed information about a particular pledge on the Pledge Detail page.
Select and Edit Pledge	If the pledge session you selected is open, you can select the check box next to a gift and click the Edit Pledge button to make changes to an existing pledge.

Viewing Pledge Details

Access the Pledge Detail page (Click the Details button on the Pledge Summary page).

Grids on this page display designation, recognition, and tribute details. This eliminates the need to access separate, multiple pages to view this information. In addition, the Designation Code field appears.

Note:

This page might include unposted pledge payments until the sessions are balanced, queued, and posted.

Viewing a Supervisor's Pledge Summary

When you open this page, the gift number, effective date, first payment date, fulfillment date, and gift amount appear for each transaction in the session you selected.

Viewing an Open Pledge Register

Access the Open Pledge Register page (Contributor Relations, and then Analyze Giving History, and then Person Giving Summaries, and then Open Pledge Register).

Field or Control	Description
Business Unit	Enter the business unit for which to view a list of open pledges.

Viewing a Pledge Payment Schedule

Access the Pledge Schedule page (Contributor Relations, and then Analyze Giving History, and then Person Giving Summaries, and then Pledge Schedule).

Field or Control	Description
Details	Click to view detailed information about the pledge on the Pledge Detail page.

Note:

This page might include unposted pledge payments until the sessions are balanced, queued, and posted.