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Advancement Reporting View Reports

SGHE Banner Operational Data Store
Reporting View Target: PLEDGE_TRANSACTION

Description Contains transaction level information for all pledge commitments received from a donor, with supplemental information related to associated matching pledges and solicitations.
Key & Frequency One row per entity per pledge.
Recommended Search Columns ENTITY_UID
ENTITY_UID, PLEDGE_NUMBER
SOLICITOR_UID
ENTITY_UID, ENTITY_IND
ENTITY_IND
PLEDGE_DATE
FISCAL_YEAR

Target Column Business Definition Database Data Type Source Name Source Column
ACTIVITY_DATE Specifies the date this record was created or updated. DATE

AGBPLDG

AGBPLDG_ACTIVITY_DATE

ADMINISTRATIVE_GROUP The institution value of the organization-oriented identifier for the record used to determine access authorization to this record. VARCHAR2(255)

NA

NA

DECEASED_DATE Date the person died. DATE

FUNCTION

MGKFUNC.F_GET_PERSON_INFO

DECEASED_STATUS Indicates whether a person is deceased. VARCHAR2(1)

FUNCTION

MGKFUNC.F_GET_PERSON_INFO

ENTITY_IND Indicates whether the entity is a person or an organization. VARCHAR2(1)

CONSTANT

'O'

'P'

ENTITY_UID System generated, unique, internal identification number assigned to this person or organization entity. NUMBER

AGRPDES

AGRPMLT

AGRPDES_PIDM

AGRPMLT_XREF_PIDM

FINANCE_FEED_IND Indicates if the pledge has been fed to the finance system. VARCHAR2(1)

AGBPLDG

AGBPLDG_FEED_IND

FISCAL_YEAR Unique identifier or code for the fiscal year. NUMBER

AGBPLDG

AGBPLDG_FISC_CODE

FISCAL_YEAR_DESC Fiscal year code description. VARCHAR2(255)

ATVFISC

ATVFISC_DESC

ID Person's or organization's current identification number. VARCHAR2(63)

FUNCTION

MGKFUNC.F_GET_PERSON_INFO

MATCHGIFT_FORM_READYTOSEND_IND Indicates if matching gift form is ready to be sent to employer. (Y) = Yes, the MG Form is Ready To Send to the Employer. (N) = No, the MG Form is NOT Ready To Send to the Employer. Null = No, the MG Form is NOT Ready To Send to the Employer. VARCHAR2(1)

CALCULATION

NVL(AGBPLDG_MGFORM_READYTOSEND)

MATCHING_GIFT_FORM_IND Indicates status of matching gift form. VARCHAR2(1)

CALCULATION

NVL(AGBPLDG_MATCH_FORM_IND)

MATCHING_PLEDGE_COUNT Count of all expected matching gifts associated with this pledge. NUMBER

FUNCTION

MAKFUNC.F_COUNT_MATCH_PLEDGE

MATCHING_PLEDGE_IND Indicates if one or more expected matching gifts are associated with this pledge. Voided match gifts are excluded. VARCHAR2(1)

FUNCTION

AOKODSF.F_PLEDGE_MATCH

MATCH_GIFT_FORM_PROCESSED_IND Indicates status of matching gift form processed. VARCHAR2(1)

CALCULATION

NVL(AGBPLDG_MATCH_PROCESSED)

MULTI_SOURCE The institution value for the record when the optional multi-institution facility feature has been installed and applied for this table/column. VARCHAR2(63)

NA

NA

MULTI_SOURCE_DESC The institution description for the record when the optional multi-institution facility feature has been installed and applied for this table/column. VARCHAR2(255)

NA

NA

NAME Name of the person (LFMI) or organization. VARCHAR2(255)

FUNCTION

MGKFUNC.F_GET_PERSON_INFO

PLEDGE_ACKNOWLEDGED_IND Indicates if a pledge acknowledgement was generated by the system. VARCHAR2(1)

AGBPLDG

AGBPLDG_PACK_IND

PLEDGE_ACTIVE_IND Whether a pledge is active or inactive (values = Y or N). VARCHAR2(1)

ATVPSTA

ATVPSTA_ACTIVE_IND

PLEDGE_ADJUSTMENT_IND Indicates if adjustments have been made to the original pledge transaction amount. VARCHAR2(1)

AGBPLDG

AGBPLDG_ADJ_IND

PLEDGE_ANONYMOUS_IND Specifies if the pledge is to be anonymous. VARCHAR2(1)

ATVPCLS

ATVPCLS_ANONYMOUS_IND

PLEDGE_CATEGORY Pledge category assigned to the pledge. VARCHAR2(63)

AGBPLDG

AGBPLDG_PCAT_CODE

PLEDGE_CATEGORY_DESC Description of the pledge category. VARCHAR2(255)

ATVPCAT

ATVPCAT_DESC

PLEDGE_CLASS First classification of the pledge - anonymous, memorial, etc. VARCHAR2(63)

AGBPLDG

AGBPLDG_PCLS_CODE

PLEDGE_CLASS2 Second classification of the pledge - anonymous, memorial, etc. VARCHAR2(63)

AGBPLDG

AGBPLDG_PCLS_CODE_2

PLEDGE_CLASS3 Third classification of the pledge - anonymous, memorial, etc. VARCHAR2(63)

AGBPLDG

AGBPLDG_PCLS_CODE_3

PLEDGE_CLASS_DESC Description of the first pledge classification. VARCHAR2(255)

ATVPCLS

ATVPCLS_DESC

PLEDGE_CLASS_DESC2 Description of the second pledge classification. VARCHAR2(255)

ATVPCLS

ATVPCLS_DESC

PLEDGE_CLASS_DESC3 Description of the third pledge classification. VARCHAR2(255)

ATVPCLS

ATVPCLS_DESC

PLEDGE_COMMENT Comments pertaining to the pledge. VARCHAR2(400)

AGBPLDG

AGBPLDG_COMMENT

PLEDGE_CONDITIONAL_IND Indicates if this is a conditional or unconditional pledge (Y = conditional, N = unconditional) VARCHAR2(1)

ATVPCAT

ATVPCAT_COND_IND

PLEDGE_DATE Date of the pledge. DATE

AGBPLDG

AGBPLDG_PLEDGE_DATE

PLEDGE_DURATION Duration of the pledge installment plan. VARCHAR2(63)

AGBPINS

AGBPINS_PDUR_CODE

PLEDGE_DURATION_DESC Description of the pledge duration. VARCHAR2(255)

FUNCTION

GOKODSF.F_GET_DESC

PLEDGE_INSTALLMENT_IND Indicates whether the pledge is paid in installments. VARCHAR2(1)

FUNCTION

MAKFUNC.F_GET_PLEDGE_INSTALL_IND

PLEDGE_NUMBER System assigned number of the pledge. VARCHAR2(63)

AGRPDES

AGRPDES_PLEDGE_NO

PLEDGE_RANGE Pledge range classification associated with the total pledge amount. VARCHAR2(63)

AGBPLDG

AGBPLDG_PACK_CODE

PLEDGE_RANGE_DESC Description of the pledge range. VARCHAR2(255)

ATVPACK

ATVPACK_DESC

PLEDGE_REMINDER Pledge reminder methodology associated with the pledge. VARCHAR2(63)

AGBPLDG

AGBPLDG_PRMD_CODE

PLEDGE_REMINDER_COUNT Number of reminders produced by the system todate. NUMBER

AGBPLDG

AGBPLDG_REM_COUNT

PLEDGE_REMINDER_DATE Date of the last reminder. DATE

AGBPLDG

AGBPLDG_REM_DATE

PLEDGE_REMINDER_DESC Description of the pledge reminder. VARCHAR2(255)

ATVPRMD

ATVPRMD_DESC

PLEDGE_STATUS Status of the pledge. VARCHAR2(63)

AGBPLDG

AGBPLDG_PSTA_CODE

PLEDGE_STATUS_DESC Pledge status code description. VARCHAR2(255)

ATVPSTA

ATVPSTA_DESC

PLEDGE_TRANSACTION_AMOUNT Total transaction amount pledged. NUMBER

AGBPLDG

AGBPLDG_AMT_PLEDGED

PLEDGE_TRANS_AMOUNT_PAID Amount paid toward the pledge transaction. NUMBER

CALCULATION

SUM(AGRPDES_AMT_PAID)

PLEDGE_TRANS_BALANCE Balance due for the pledge transaction amount. NUMBER

CALCULATION

AGRPDES_AMT_PAID - SUM(AGRPDES_AMT_PAID)

PLEDGE_TRANS_FULLY_PAID_IND Indicates if the pledge transaction has been paid in full (values = Y or N). VARCHAR2(1)

CALCULATION

CASE WHEN SUM(AGRPDES_AMT_PAID) - AGRPDES_AMT_PAID = 0 THEN 'Y' ELSE 'N'

PLEDGE_TRANS_PARTIAL_PAID_IND Indicates if the pledge transaction has been partially paid (values = Y or N). VARCHAR2(1)

CALCULATION

CASE WHEN SUM(AGRPDES_AMT_PAID) - AGRPDES_AMT_PAID > 0 AND SUM(AGRPDES_AMT_PAID) < AGRPDES_AMT_PAID THEN 'Y' ELSE 'N'

PLEDGE_TYPE Code for the pledge type. VARCHAR2(63)

AGBPLDG

AGBPLDG_PLDG_CODE

PLEDGE_TYPE_DESC Pledge type code description. VARCHAR2(255)

ATVPLDG

ATVPLDG_DESC

PLEDGE_VEHICLE Pledge gift vehicle code associated with this pledge. VARCHAR2(63)

AGBPLDG

AGBPLDG_PGVE_CODE

PLEDGE_VEHICLE_DESC Pledge gift vehicle code description. VARCHAR2(255)

ATVPGVE

ATVPGVE_DESC

POST_BATCH_ID Pledge feed document code. VARCHAR2(63)

AGBPLDG

AGBPLDG_FEED_DOC_CODE

POST_DATE Date the pledge was feed to the finance system. DATE

AGBPLDG

AGBPLDG_FEED_DATE

POST_USER User name. VARCHAR2(63)

AGBPLDG

AGBPLDG_USER

PROCESS_GROUP The institution value of the process-oriented identifier for the record used to determine access authorization to this record. VARCHAR2(255)

NA

NA

RECEIPT_DATE Date the pledge acknowledgement receipt was generated by the system. DATE

AGBPLDG

AGBPLDG_RECEIPT_DATE

RECEIPT_REQUIRED_IND Indicates if a pledge acknowledgement receipt is required for this pledge. VARCHAR2(1)

AGBPLDG

AGBPLDG_RECEIPT_IND

REMINDER_FREQUENCY Frequency of the pledge installment reminders. VARCHAR2(63)

AGBPINS

AGBPINS_FREQ_CODE

REMINDER_FREQUENCY_DESC Description of the reminder frequency. VARCHAR2(255)

FUNCTION

GOKODSF.F_GET_DESC

SOLICITATION_TYPE Type of solicitation for the highest solicitation amount associated with this pledge transaction. VARCHAR2(63)

AGRPSOL

AGRPSOL_SOLC_CODE

SOLICITATION_TYPE_DESC Description of the pledge/gift solicitation type. VARCHAR2(255)

FUNCTION

GOKODSF.F_GET_DESC

SOLICITOR_COUNT Count of all solicitations associated with this pledge transaction. NUMBER

FUNCTION

MAKFUNC.F_COUNT_PLEDGE_SOLICITOR

SOLICITOR_FIRST_NAME Solicitor's current first name. VARCHAR2(63)

FUNCTION

MGKFUNC.F_GET_PERSON_INFO

SOLICITOR_ID Current identification number of the solicitor for the highest solicitation amount associated with this pledge transaction. VARCHAR2(63)

FUNCTION

MGKFUNC.F_GET_PERSON_INFO

SOLICITOR_LAST_NAME Solicitor's current last name. VARCHAR2(63)

FUNCTION

MGKFUNC.F_GET_PERSON_INFO

SOLICITOR_ORG Solicitor organization for the highest solicitation amount associated with this pledge transaction. VARCHAR2(63)

AGRPSOL

AGRPSOL_SOL_ORG

SOLICITOR_UID System generated unique internal identification number assigned to the solicitor for the highest solicitation amount associated with this pledge transaction. NUMBER

AGRPSOL

AGRPSOL_SOL_PIDM



Ver: 8.0