Credit Donor Routine
This routine will run nightly as part of the larger Data Quality routine and will ensure that a specific Donor will always be credited for a Pledge or Soft Credit based on the Pledge or Soft Credit Donor set on the Donor record.
Always Soft Credit
This routine will run nightly and will ensure that a specific Donor will always get soft credit for each Distribution of a Donation by a different, specific Donor.
Always Pledge Credit
This routine runs nightly and will ensure that a specific Donor will always get Pledge credit for each Distribution of a Donation by this Donor to a Program associated with a Pledge Campaign.
The following conditions must be met for the routine to find matching Distributions and Pledges:
- The Donor for the Distribution must have another Donor set in the "Always Pledge Credit" field.
- The Program for the Distribution must have a Pledge Campaign set
- The Soft Credit Donor must have an Active Pledge for the Pledge Campaign
- The First Installment date for the Pledge can not be in the future
The routine sets the Pledge in the Distribution to the Pledge for the Soft Credit Donor.