>Hi ebasers: > >I'm using filemaker version of ebase version 1.02 on macs. > >We use the pledge function of ebase to track foundation and >corporate grants as well as individual pledges. I'm trying to record >a 5,000 one payment grant that will remain open for 12 months. > >The donor will be giving us a cheque one time cheque for 5000. When >I select "one time payment" in the "pmt frequency" field and "12 >months" in the "duration field", the regular amount calculation is >416.67. It seems there is a filemaker script that is dividing the >amount pledged into 12. > >What do I need to do to show that the pledge will be open for 12 >months and that we are expecting a one-time payment for the full >amount.
Never looked into this before. I agree that for pledges marked as one-time payment the regular amount should be the full amount pledged. Here's what I would do to fix that. Open the Define Fields dialog, select the field Amount\Regular and click Options to see the calculation. Add an option to the Case statement to make the Regular amount equal to the Amount Pledged if the Payment Frequency is One Time Pmt. Make it the second option to insure that gets evaluated before the Monthly or Quarterly options. Here's what the calculation should look like. Round( Case( not IsEmpty(Amount\Irregular), Amount\Irregular, IsEmpty(Amount\Irregular) and Payment Frequency = "One Time Pmt", Amount Pledged, IsEmpty(Amount\Irregular) and Payment Frequency = "Quarterly", Amount Pledged/ (If(PatternCount(Duration,"M"), TextToNum(LeftWords(Duration,1))/3, TextToNum(LeftWords(Duration,1)) * 4)), Amount Pledged/ (If(PatternCount(Duration,"M"), TextToNum(LeftWords(Duration,1)), TextToNum(LeftWords(Duration,1)) * 12)) ),2) -- -- 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 ---------------------------------------------------------------------
