>Hi
>I need to calculate next due date for pledges and include a "past due"
>marker. I know I can go to pledge reports.
The ebase pledges file includes a field called "Overdue Payment?"
which calculates a valued based on the frequency and last payment.
The value is OVERDUE of CURRENT depending on the value of the
parameters.
>I need to calculate the next due date along with the amount due that
>month. If the donor did not pay their pledge dues for the past month I
>need to add that on to the pledge due for the next month.
>
>This is needed especially for those pledges that are not monthly, but are
>quarterly, semi-annually, or when the donor chooses certain specific
>months he/she would like to donate. Also for pledges that the donor
>decides to give different amounts of money for different months. For
>example, He decides to give 200 in February, 500 in July, 300 in August,
>and 800 in November. Something of that nature.
Adding fields for each month would be problematic. First off, it
assumes a pledge duration of no longer than a year. My thought for
irregular pledges as described above would be to enter them as
separate pledges. New pledge of $200 in February 2001, new pledge of
$500 in July 2001, etc.,
>My boss suggested adding fields for Jan-Dec and the user will enter in the
>amount due for that month in the according fields. When we run a report
>the report will tell us the amount due, the next due date, whether the
>donor paid last month and if the donor did not pay the next amount total
>due will have the combined payment of the past due amount with the next
>due amount, amount paid, and amount pledged. I hope you understand what I
>am trying to say.
>
>Do you think this is a good suggestion or do you have a more efficient
>way?
>
>
>
>Thank You,
>Hoang
>
>
>------------------
>Reminder to each recipient: To change your list account preferences, go to
>http://email.sparklist.com/scripts/lyris.pl?enter=support and enter
>the email address you used to subscribe to the ebase support list::
>[EMAIL PROTECTED]
>
>To unsubscribe send a blank email to [EMAIL PROTECTED]
>---------------------------------------------------------------------
> ebase - Relationship Management for Nonprofits, http://www.ebase.org
>---------------------------------------------------------------------
--
--
Dave Shaw H4 Consulting
tel: 206-954-7526 fax: 206-625-1338
------------------
Reminder to each recipient: To change your list account preferences, go to
http://email.sparklist.com/scripts/lyris.pl?enter=support and enter the email address
you used to subscribe to the ebase support list:: [email protected]
To unsubscribe send a blank email to [EMAIL PROTECTED]
---------------------------------------------------------------------
ebase - Relationship Management for Nonprofits, http://www.ebase.org
---------------------------------------------------------------------
