Add Mapping for Auction Purchase Gain/Loss

To generate GL distributions for auction purchase gain/loss to the development office, you can map the transactions to GL accounts or account codes from the Auctions tab on the Development Office page.

When you specify an account code, other segments are derived from selected characteristics of the transaction. For information about how to define segment mappings, see Define Segment Mappings.

Add mapping for auction purchase gain/loss

  1. On the Development Office page, select the Auctions tab.

  2. Under Auction Purchase Gain/Loss, select Add on the action bar. The Define mapping screen appears.

  3. For Debit and Credit, select the account or account code to use to generate GL distributions. If you select Account, search for and select the account to use. For information about the Account Search screen, see Account Search Screen.

    Note: You create accounts on the GL Accounts page of the General ledger setup section in Administration.

  4. Under Generation criteria, select the When creating arrow to access the Transaction types screen.

  5. Under Transaction type, select the types of transactions you want to include when the program generates GL distributions.

  6. Select OK. You return to the Define mapping screen.

  7. Select the With payment method arrow to access the Payment methods screen.

  8. Under Payment method, select the payment methods you want to include when the program generates GL distributions. You should select each payment method you expect to use when you accept payment for auction purchases and donations during an auction.

  9. Select OK. You return to the Define mapping screen.

  10. If you selected Credit card as a payment method, the Credit card subtype arrow becomes active. Select the arrow to access the Credit card subtypes screen.

  11. Under Subtype values, select each type of credit card your organization accepts. Select All credit cards to include all credit card types when the program generates GL distributions.

  12. Select OK. You return to the Define mapping screen.

  13. Select Save. You return to the Auctions tab.