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Cameron University Banner Project
Acknowledging Donors
Committee/Meeting
Name
Date August 6, 2009
Location
Acknowledging Donors
Time
Convened
Burch
Members
Present
Members
Absent
Notes
12:35p
Recorder
Time
Terminated
Hillary Ashton
Jennifer Bowen, Hillary Ashton, Diana Smith, Angela Melton, Anna Swanson, Tina Jensen, Karen Echols
Terry Anderson
Topics
Letter Generation
AUAMAIL
Discussion, Information
We will probably do most of this within Form Fusion
To see what mail/letters have been printed and
which ones still need to be printed
AGACREV
Cashiering session must be reviewed and finalized
before gift is marked for acknowledgment.
AGCGIFT
AGPACKN
August 6, 209
Steps to close and finalize session: Go to Options –
Close Session – mark as closed/ finalized
To review gifts
Creates entry on AUAMAIL that letter needs to be
sent and posts to gift record that it has been
acknowledged
Parameter Set: ADV_GIFT_ACKNOW
Printer: Database
Temp Table: Y
Entry Date: Gifts on or after this date
Letter Code: The letter you want to create (EX:
Action Taken, Decisions, Recommendations
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Topics
Cameron University Banner Project
Acknowledging Donors
Discussion, Information
ADV_GIFT_ACKNOW) – this is not a required field
Save and Review Output
-The should now have a pending letter (AUAMAIL
must hit F8 to execute) and gift should be marked
as acknowledged (AGCGIFT)
-Print date will not fill in on AUAMAIL if we do not
use Letter Generation
GLBLSEL
Selection process to gather information for people
with pending letter – it’s to extract information for
letters (probably won’t need).
Application: Advancement
Process: Y (for everyone)
Letter Code: ADV_GIFT_ACKNOW
*Only three that must be entered
Next Block and Check Save Parameter Set
You will be asked for LETTER_CODE and type in
what is in the Parameter Set at top – Next Block
and Save
You know it ran when you get a sequence number
at bottom left
Options – Review output to review – the only thing
you check is for errors
August 6, 209
Action Taken, Decisions, Recommendations
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Topics
GLRLETR
Cameron University Banner Project
Acknowledging Donors
Discussion, Information
To generate letters - takes info from GLBLSEL and
puts it in format for letter – typically what you would
merge into letter
August 6, 209
Action Taken, Decisions, Recommendations
Do get it in a formation to merge go to options and
select show document which puts it into a format to
merge into WORD
Form Fusion
Take the codes/variables from Banner and use
them for Form Fusion
GUALETR
To see what letters are already created – Select a
letter to see what components/paragraphs make up
the letter
GUAPARA
GRIVRBL
To see what variables make up each paragraph
To view variables and where info is pulled from
To override default
name/for name
exceptions
APAMAIL - In salutation section – select CFME
(Formal) – type in what you want it to read
Do the same for CFML
This is what we would copy into Form Fusion
For long names – use CFE2 for 2nd name
Check Todd Bridges – why is the a $100 difference
between Total Amount and Query Amount?
Was rolled into APACONS, but it also need to be
rolled into APRXREF
Check Giving Histories
Spouse Connections
for KCCU
Parameters Sets
GJAPDFT
Created under a user ID
To copy parameter sets to other users