Charitable Contribution Segmentation
If your organization accepts charitable contributions made by your customers, you must create a SA type to hold these contributions.
|
CIS Division/ SA Type |
Service Type |
Distrib. Code |
Debt Class |
Bill Seg Type |
Recurring Charge Control Info |
|
CA/CHARITY |
Other |
A/P-CHAR |
CHAR |
RECUR |
Amount to bill is Not Allowed Amount is Required Frequency is Monthly Recurring Amount Label is Contrib. Amount |
Notice the following about the new charitable contribution SA type:
- It has an interesting distribution code. This is because when a payment is distributed to these types of service agreements, the system must credit a payable account (i.e., charitable contribution payable) rather than a receivable account. Note well, we have assumed a receivable is not incurred when the bill segment for the charitable contribution is created.
- It uses an interesting bill segment type - RECUR. This bill segment type was set up to create recurring charges that don't automatically stop at some point in time.
- The debt class is interesting - CHAR (for charity). This is done so that past due charitable contribution debt is treated separately from other types of debt.
- The recurring charge control information is set up as defined.
Refer to the Description of Page under SA Type - Billing for the definition of the recurring charge attributes. Refer to Start Option Considerations For SA Types That Use Recurring Charges for how you can use start options to automatically populate a service agreement's recurring charge fields with appropriate values when service is started.
It's important that you assign the charitable contribution SA type with a payment segment type that only affect current balance (as opposed to affecting current AND payoff balance). This is because there is no receivable recognized when the contribution is billed and therefore there is no payoff balance to relieve when it's paid.