 |
This option is used to enter the details of contributions by alumni. Repeating contributions as well as single contributions,per Alumnus can be recorded here.
The number of transactions and the interval during which these transactions must be repeated are entered in the first block. The fields are:
| Field | Type & Length |
Description |
|---|---|---|
| Number | N12 | This is a system-generated number that can be maintained under option {FCSM-3}, system code “AS”. |
| Alumnus | N9 | The alumnus number is entered here. The system will validate that only transactions for an alumnus with a payment method of “A” can be entered here. |
| Times Repeated | N2 | The number of times this contribution must be repeated. |
| PLEASE NOTE: This number will be added to the invoice that the user is currently generating, e.g. a value of 2 will result in 3 invoices to being generated. | ||
| Interval | N2 | The interval between invoices in months e.g. a 4 would result in an invoice being generated every 4 months. |
| After the above information has been entered, the <NEXT BLOCK> command must be used to enter the rest of the information to complete the invoice detail. | ||
| Last Invoice Date | (DD-MON-YYYY) | This field cannot be updated: since the system will update this field. The last date that the alumnus will be invoiced. |
| Invoice Generated | A1 | This field cannot be updated by the user: the system will update this field. If the Invoice was generated, then a ‘Y’ will appear in this field: if no invoice was generated, then a ‘N’ will appear in this field. |
|
The amount that an alumnus wishes to contribute is entered in this Block. The amount for the transaction is entered and the alumnus number is carried across from the first Block.
| Field | Type & Length |
Description |
|---|---|---|
| Alumnus Number | N9 | The number as entered in block 1. |
| Code | N4 | The transaction type linked to event “CR” in option {FCSO-7} will automatically be used. This is a “CT” transaction type. |
| Amount | N15.2 | The amount to be contributed per transaction. |
| (Debit / Credit) | Indicator | This indicator defaults from the transaction code used. |
| Reference number | A20 | The system-generated invoice number defaults to this field. |
| Date | (DD-MON-YYYY) | This is the date on which the first invoice must be generated. The system date will be used as the default, but the user may update this date. |
| Actual / Invoice | The value in this field will be (I)nvoice when this transaction is created. This value will be changed when the actual receipt has been generated by option {SALUM-8}. | |
| Receipt Status | A1 | A value of (N)o in this field indicates that this contribution has not yet been generated to ACB. |
| NOTE: When you enter a transaction for an alumnus for whom a transaction already exists, the system will prompt you with the message “INVOICE ALREADY EXISTS. CONTINUE Y / N”. | ||
| Should
you wish to generate a further contribution, the answer to the above
question must be (Y)es and the required invoices will be created.
Please note that a record is created for every repetition that has been
indicated. The actual transactions are only generated once you <EXIT> from this option and choose either a printer or the screen for the report that is generated. |
||
|
| Processing Rules |
|
|---|---|
| No special processing rules. |
| Date | System Version | By Whom | Job | Description |
|---|---|---|---|---|
| 19-Dec-2006 | v01.0.0.0 | Charlene van der Schyff | t133994 | New manual format. |
| 19-Jul-2007 | v01.0.0.0 | Hermien Hartman | t133994 | Edit manual. |
| 19-Nov-2008 | v01.0.0.0 | Magda van der Westhuizen | t152259 | Update manual: Language Editing: Juliet Gillies. |
| 2-Mar-2022 |
v04.1.0.0 |
Precious Matshaya |
t249837 |
Insert new images INT 4.1 |
