Create a Donation Opportunity

Overview

Accounting Seed’s connection to the Salesforce Nonprofit Success Pack (NPSP) provides the ability to support our nonprofit users by tracking financial transactions from the Donation Opportunity through to the Journal Entry. The following two objects are included as part of the Donation Opportunity:

• General Accounting Unit (GAU) - The “parent” in the parent-child relationship with the GAU Allocation object. The GAU defines the following accounting dimensions on a Journal Entry:
  • Debit GL Account
  • Credit GL Account
  • GL Variable 1-4
  • Project
  • Project Task
• GAU Allocation - The “child” in the parent-child relationship with the GAU. GAU Allocation records define the allocation (percentage or amount) of the GAU dimensions to the Donation Opportunity Amount. 

Do you want to:

• Create a Donation Opportunity
• Manage Allocations

Create a Donation Opportunity

1. Navigate to Accounting Home and under Cash In, click Opportunities.
   
   
   
   -OR-
   
   Click the Apps icon and then, enter the word “Opportunities” in the Lookup search textbox. Click Opportunities.
   
   
   
   
2. To create a new Donation Opportunity, click New. The New Opportunity dialog box displays.
3. Complete the required fields.
   Note: Required fields display with a red asterisk.
   
   1. Opportunity Name - the name that you want to assign to this new Donation Opportunity.
   2. Close Date - the date the Donation Opportunity was/will close. Click the Calendar icon to make a date selection.
   3. Stage - the current phase of the Donation Opportunity at the time of creation. Click the Stage drop-down list to select a stage.
      
      
      
      
4. Complete the Accounting Seed Information section.
   1. Search for and select a transactional Ledger.
      Important: In order for Journal Entries to be created, a transactional Ledger must be selected in this field. If this field is left blank, Journal Entries will not be created. Additionally, the selected Ledger must be an Active Ledger. The Ledger field must be explicitly set, and it will not inherit the value from our Ledger Manager utility bar.
   2. Enter the Settlement Date.
      Note: The Settlement Date is the date when the full amount of the donation has been received. This field can be left blank until the full amount has been received.
      
      Note: The Settlement Status defaults to “Not Processed.” When the NPSP Opportunity Journal Entries scheduled job runs, the Settlement Status will change to “Processed.” If for some reason the scheduled job does not complete, the Settlement Status will change to “Failed.” If the process fails, an Activity record is created with details about the failure. This can be accessed from the Today’s Tasks widget on the Homepage or from the All Activities tab on the record. In addition, if the scheduled job fails, an email will be generated and sent to the email address of the person who created the scheduled job.
      
      
      
      
5. Complete additional fields such as the Amount, etc.
6. Click Save. The new Donation Opportunity record displays. 
7. Click the Details tab to view the Donation Information. 
   
   
   

At this point, if you have existing General Accounting Units (GAU) already created that you want to allocate on this Donation Opportunity, continue with the Manage Allocations section below. Otherwise, if you need to create GAUs, refer to the Set up General Accounting Units (GAU) article.

Return to top

Manage Allocations

General Accounting Units need to be set up before they can be searched for and allocated on a Donation Opportunity. For more information, refer to the Set up General Accounting Units (GAU) article.

Note: Journal Entries will only be created if a Donation Opportunity has at least one GAU allocated. 

1. Navigate to Accounting Home and under the Cash In section, click Opportunities. Otherwise, click the Apps icon and enter the word “Opportunities” in the Lookup search textbox and click Opportunities.
2. Select a Donation Opportunity record.
3. Scroll down the page to the GAU Allocations related list. Then, click the down arrow and select Manage Allocations.
   
   
   
   
4. Click the Lookup icon to search for and select a GAU.
   
   
   
   Note: A GAU can be added to a row on a Donation Opportunity as an Amount or as a Percent. In addition, more than one GAU can be included on a Donation Opportunity. Click Add Row to include an additional GAU(s) row on the selected Donation Opportunity.
   
   
   
   Note: If this is a partial payment, the Amount or Percent can be less than the total amount or less than 100%. However, the Amount or Percent cannot be greater than 100%.
   
   
5. Click Save. The GAU Allocation(s) display.
   
   

Return to top