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C&P Allocations and GAU Allocations

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  • C&P Allocations and GAU Allocations

    Is there a way to connect the SKU codes/general ledger classes to create GAU allocations connected to Opportunities in Salesforce? I’ve read this support article on the General Ledger feature but it is a little unclear on the expected outcome. Are they supposed to create or be connected to GAU allocations? In GAU allocations we have the availability to add our full GL code where in the Click & Pledge General ledger feature it doesn’t seem like that is an option (unless we want to put it in the description field). Is there something I’m missing?

    Additionally does that allocation information get passed through when the payment shows up at our bank? What gets sent through the payment processor and is there a place to set that?

    Thanks!

  • #2
    Click & Pledge PaaS does not impact NPSP's GAUs at all. NPSP does have some way of automating the GAU allocations that are assigned, so you would need to discover how flexible that is.

    NPSP Documentation

    C&P's General Ledger feature is completely separate from NPSP's - you could use one or the other. The expected outcome is that you can use the Allocation Report to generate a report for a given date range.


    Here is the example of the allocations as I have them set up in my Demo org:

    Click image for larger version  Name:	2020-05-06_FRM General Ledger Example.jpg Views:	0 Size:	213.1 KB ID:	53339


    As far as "Additionally does that allocation information get passed through when the payment shows up at our bank? ", the answer is no. If you are aligning records on your side with what you see from the bank, you will need to match that with some other unique identifier- in your case, the Order Number, which is also a field on your Opportunity.

    We do have the following articles to assist in reconciling your bank deposits:
    Your account is a ProPay account, so you will find the Connect:Reports article to be the one you would need.


    Last edited by CnP.LiveSupport.AB; 05-06-2020, 10:11 AM.
    Regards,
    Click & Pledge Support Department

    On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

    Join us @ the educational webinars: https://clickandpledge.com/webinars/
    Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
    Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

    Comment


    • #3
      Okay, thanks for clarifying this. It looks like setting the GAU allocation on the campaign can cause opportunities with that campaign in the "Primary Campaign Source" field to automatically have the same GAU allocation. Does setting the Salesforce campaign on the Connect form (or using SKU to set the campaign) add the campaign to the Primary Campaign Source field on the created opportunity?

      I also had a separate question on donation premiums here that hasn't received a response yet:

      https://forums.clickandpledge.com/fo...ums-in-connect

      Is there a better thread to post that question in? Thanks for your help!

      Comment


      • #4
        I think you'll find that getting started with SKUs will be less confusing than setting the Salesforce Campaign in Connect- doing that introduces "transaction level' vs. "item/Opportunity level".

        Yes, you can use either to set the Primary Campaign on the Opportunity.

        I will answer your other post in its current location.

        Regards,
        Click & Pledge Support Department

        On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

        Join us @ the educational webinars: https://clickandpledge.com/webinars/
        Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
        Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

        Comment


        • #5
          Okay, great, thanks!

          Comment

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