Pledge Record

A pledge record contains several tabs that contain information about a specific pledge. The pledge record displays any recognition credits, benefits, solicitors, letters, general ledger distribution, documentation, and tributes for the pledge. On the pledge record, you can manage additional information such as installments, write-offs, designations, and payment information. For information about the tabs that appear on the pledge record, see Revenue Record Details.

At the top of the pledge record, the name of the constituent associated with the pledge appears. The constituent’s name provides a link to detailed information about the constituent. To view the record of the constituent associated with the pledge, select the link.

The following table explains the items in the summary section on a pledge record.

Screen Item	Description
Pledge amount	This field displays the total amount of the pledge.
Date	This field displays the date associated with the pledge, such as the date your organization receives it.
Batch number	If the pledge is added as part of a revenue batch, this field displays the number of the batch associated with the pledge. If the pledge is not added as part of a batch, this field is blank.
Revenue ID	This field displays the lookup ID assigned the pledge, such as when added to the database. When you search for the pledge, you can use the lookup ID to quickly find it. For information about how to edit this ID, see Edit the Lookup ID for a RevenueTransaction.
Summary	This field displays the total outstanding balance of the pledge, the total amount paid toward the pledge, and the total amount past due.
Status	This field displays whether the program generated acknowledgements for the pledge and the post status and post date of the pledge. To view a list of all transactions posted to the general ledger through this process, select the ID in the Post process field. The Post to general ledger – Included Transactions report for the post process appears. For information about this report, see Post to general ledger Posted Revenue Transactions Report.

From the pledge record, you can add, edit, and delete information.