Assigning Distributions
Learn to assign distributions to donations using the Batch Manager Tool, including default and manual methods, and managing program inclusions and pledges.
With the Batch Manager Tool (BMT), you can assign each donation to one or multiple distributions (programs). You can do this several ways.
- Default per the Batch properties: The tool assigns the total amount of the donation to the first program selected in the batch properties.
- Manually: Program distributions must equal the donation total.
Assign Distributions
- Program included in Selected Programs
- The donation detail lists other programs you selected in the batch properties, and you can split the check amount among them as per the check or envelope dictate.
- Program not included in Selected Programs
- To add a distribution to a donation, click the +Add to add a new distribution row and select the program from the drop-down list. The program drop-down list is limited to the first 1,000 records set to available in the Batch Manager Tool. Important: You can only save changes to a donation if you move to a new donation row or finalize the batch. If you make a change and then close the batch, close your browser, or view the Batch Summary report, the tool does not save changes to the last donation row you edited.
- Pledges
- If you apply pledges in the BMT manually, as opposed to letting the nightly routine apply pledges, select a pledge from the drop-down list after you select the donor and program, if applicable. The Pledges drop-down list includes any active pledges for the donor and the donor's household listed with the name of the pledge campaign, the total pledge, and the first installment date. Note: Even if the pledge campaign has an end-date, the pledge is active and displays in the drop-down list. The pledging donor's name displays first. The drop-down list sorts by the donor's name.
For mission trips, the Pledge drop-down list always includes the name of the donor associated with the pledge, even if it's the same as donor of the donation. Select the mission trip-related program and event. With both of these fields populated, the Pledges drop-down list includes all participants of that trip and all pledges that fit the criteria.
If you select an event, the list of events in the drop-down list includes all events marked On Batch Manager Tool set to Yes in the Platform . The Event drop-down list is limited to the first 1,000 records set to available on the BMT.
- Soft Credit Donors
- You may individually assign each distribution to a soft credit donor if needed. In some cases, you may need to split a donation into multiple distributions to differentiate soft credit and still select the same program for each distribution.
Search for a soft credit donor to see the same information as the donation's donor search (household position, envelope number, mobile phone, and email, if available).