>We have some volunteers that input our pledge information and
>payments. Every so often the enter a payment as dues but forget to
>apply it against the pledge or create a pledge for it. This is easy
>to catch but fix seems to require deleting the payment and
>re-entering it from the pledge screen.
>
>I have worked out an way of saving time by putting the pledge key
>field in both the pledge screen and payment screen. That way I
>simply look up the PLEDGE key and enter it into the payment. It
>seems to work but I wanted to check to see if there is anything that
>I am missing in this approach to correcting the above input error.
>Do you have any comments on this?
Looks to me as if that would work fine. The script that creates a new
payment to credit to a pledge uses Set Field steps, which would
create a new record using the value of Pledge Key from the current
record. Doesn't seem to me to be a problem to post the value after
the record is created.
--
--
Dave Shaw H4 Consulting
tel: 206-954-7526 fax: 206-625-1338
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