The table below explains the items on the Add an export standing order process screen. For information about how to access this screen, refer to Add a Standing Order Export Process.
|
Screen Item |
Description |
|
Name |
Enter a unique name to help identify the process. |
|
Description |
Enter a description to explain when to use the process. |
|
Output format |
Select the output format to use with the process. The output format determines the fields included in the process. To include the fields standard to standing orders, select Standard standing orders export output. Your system administrator can also create custom output formats to use with standing order export processes. |
|
Criteria |
Select whether to export all standing orders that are not currently set up in your database or only selected standing orders. If you select Selected standing orders, in the Selection field, search for and select the selection of revenue records to export. |
|
Mark exported standing orders as set up |
To automatically update the standing orders set up status of the pledges and recurring gifts included in the process, select this checkbox. If you select the checkbox, when you run the process, the program automatically selects Standing order has been setup and enter the date the export file was created on the records of the pledges and recurring gifts. |