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Advancement Reporting View Reports

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 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 Name Business Definition Database Data Type Business Data Type Domain Value Source Name Source Column Local Source Local Target
ENTITY_UID Entity UID System generated, unique, internal identification number assigned to this person or organization entity. NUMBER    

AGRPDES

AGRPMLT

AGRPDES_PIDM

AGRPMLT_XREF_PIDM

NO

NO

NO
ID ID Identification number assigned to a person that is used externally for all communication and correspondence with the person. VARCHAR2(63)    

FUNCTION

MGKFUNC.F_GET_PERSON_INFO

NO

NO
NAME Name Name of the person (LFMI) or organization. VARCHAR2(255)    

FUNCTION

MGKFUNC.F_GET_PERSON_INFO

NO

NO
ENTITY_IND Entity Indicator Indicates whether the entity is a person or an organization. VARCHAR2(1)    

CONSTANT

CONSTANT

'O'

'P'

NO

NO

NO
DECEASED_STATUS Deceased Status Indicates whether a person is deceased. VARCHAR2(1)    

FUNCTION

MGKFUNC.F_GET_PERSON_INFO

NO

NO
DECEASED_DATE Deceased Date Date the person died. DATE    

FUNCTION

MGKFUNC.F_GET_PERSON_INFO

NO

NO
PLEDGE_NUMBER Pledge Number System assigned number of the pledge. VARCHAR2(63)    

AGRPDES

AGRPDES_PLEDGE_NO

NO

NO
PLEDGE_TRANSACTION_AMOUNT Pledge Transaction Amount Total transaction amount pledged. NUMBER    

AGBPLDG

AGBPLDG_AMT_PLEDGED

NO

NO
PLEDGE_TRANS_PARTIAL_PAID_IND Pledge Trans Partial Paid Indicator 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'

NO

NO
PLEDGE_TRANS_FULLY_PAID_IND Pledge Trans Fully Paid Indicator 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'

NO

NO
PLEDGE_TRANS_AMOUNT_PAID Pledge Trans Amount Paid Amount paid toward the pledge transaction. NUMBER    

CALCULATION

SUM(AGRPDES_AMT_PAID)

NO

NO
PLEDGE_TRANS_BALANCE Pledge Trans Balance Balance due for the pledge transaction amount. NUMBER    

CALCULATION

AGRPDES_AMT_PAID - SUM(AGRPDES_AMT_PAID)

NO

NO
PLEDGE_DATE Pledge Date Date of the pledge. DATE    

AGBPLDG

AGBPLDG_PLEDGE_DATE

NO

NO
PLEDGE_ADJUSTMENT_IND Pledge Adjustment Indicator Indicates if adjustments have been made to the original pledge transaction amount. VARCHAR2(1)    

AGBPLDG

AGBPLDG_ADJ_IND

NO

NO
FISCAL_YEAR Fiscal Year Unique identifier or code for the fiscal year. VARCHAR2(63)    

AGBPLDG

AGBPLDG_FISC_CODE

NO

NO
FISCAL_YEAR_DESC Fiscal Year Description Fiscal year code description. VARCHAR2(255)    

ATVFISC

ATVFISC_DESC

NO

NO
PLEDGE_TYPE Pledge Type Specifies the type of pledge recorded. VARCHAR2(63)    

AGBPLDG

AGBPLDG_PLDG_CODE

NO

NO
PLEDGE_TYPE_DESC Pledge Type Description Pledge type code description. VARCHAR2(255)    

ATVPLDG

ATVPLDG_DESC

NO

NO
PLEDGE_CLASS Pledge Class First classification of the pledge - anonymous, memorial, etc. VARCHAR2(63)    

AGBPLDG

AGBPLDG_PCLS_CODE

NO

NO
PLEDGE_CLASS_DESC Pledge Class Description Description of the first pledge classification. VARCHAR2(255)    

ATVPCLS

ATVPCLS_DESC

NO

NO
PLEDGE_CLASS2 Pledge Class 2 Second classification of the pledge - anonymous, memorial, etc. VARCHAR2(63)    

AGBPLDG

AGBPLDG_PCLS_CODE_2

NO

NO
PLEDGE_CLASS_DESC2 Pledge Class Description 2 Description of the second pledge classification. VARCHAR2(255)    

ATVPCLS

ATVPCLS_DESC

NO

NO
PLEDGE_CLASS3 Pledge Class 3 Third classification of the pledge - anonymous, memorial, etc. VARCHAR2(63)    

AGBPLDG

AGBPLDG_PCLS_CODE_3

NO

NO
PLEDGE_CLASS_DESC3 Pledge Class Description 3 Description of the third pledge classification. VARCHAR2(255)    

ATVPCLS

ATVPCLS_DESC

NO

NO
PLEDGE_ANONYMOUS_IND Pledge Anonymous Indicator Specifies if the pledge is to be anonymous. VARCHAR2(1)    

ATVPCLS

ATVPCLS_ANONYMOUS_IND

NO

NO
PLEDGE_STATUS Pledge Status Status of the pledge. VARCHAR2(63)    

AGBPLDG

AGBPLDG_PSTA_CODE

NO

NO
PLEDGE_STATUS_DESC Pledge Status Description Pledge status code description. VARCHAR2(255)    

ATVPSTA

ATVPSTA_DESC

NO

NO
PLEDGE_ACTIVE_IND Pledge Active Indicator Whether a pledge is active or inactive (values = Y or N). VARCHAR2(1)    

ATVPSTA

ATVPSTA_ACTIVE_IND

NO

NO
PLEDGE_VEHICLE Pledge Vehicle Pledge gift vehicle code associated with this pledge. VARCHAR2(63)    

AGBPLDG

AGBPLDG_PGVE_CODE

NO

NO
PLEDGE_VEHICLE_DESC Pledge Vehicle Description Pledge gift vehicle code description. VARCHAR2(255)    

ATVPGVE

ATVPGVE_DESC

NO

NO
PLEDGE_COMMENT Pledge Comment Comments pertaining to the pledge. VARCHAR2(400)    

AGBPLDG

AGBPLDG_COMMENT

NO

NO
PLEDGE_RANGE Pledge Range Pledge range classification associated with the total pledge amount. VARCHAR2(63)    

AGBPLDG

AGBPLDG_PACK_CODE

NO

NO
PLEDGE_RANGE_DESC Pledge Range Description Description of the pledge range. VARCHAR2(255)    

ATVPACK

ATVPACK_DESC

NO

NO
POST_DATE Post Date Date the pledge was feed to the finance system. DATE    

AGBPLDG

AGBPLDG_FEED_DATE

NO

NO
POST_USER Post User User name. VARCHAR2(63)    

AGBPLDG

AGBPLDG_USER

NO

NO
POST_BATCH_ID Post Batch ID Pledge feed document code. VARCHAR2(63)    

AGBPLDG

AGBPLDG_FEED_DOC_CODE

NO

NO
FINANCE_FEED_IND Finance Feed Indicator Indicates if the pledge has been fed to the finance system. VARCHAR2(1)    

AGBPLDG

AGBPLDG_FEED_IND

NO

NO
PLEDGE_ACKNOWLEDGED_IND Pledge Acknowledged Indicator Indicates if a pledge acknowledgement was generated by the system. VARCHAR2(1)    

AGBPLDG

AGBPLDG_PACK_IND

NO

NO
RECEIPT_REQUIRED_IND Receipt Required Indicator Indicates if a pledge acknowledgement receipt is required for this pledge. VARCHAR2(1)    

AGBPLDG

AGBPLDG_RECEIPT_IND

NO

NO
RECEIPT_DATE Receipt Date Date the pledge acknowledgement receipt was generated by the system. DATE    

AGBPLDG

AGBPLDG_RECEIPT_DATE

NO

NO
PLEDGE_REMINDER Pledge Reminder Pledge reminder methodology associated with the pledge. VARCHAR2(63)    

AGBPLDG

AGBPLDG_PRMD_CODE

NO

NO
PLEDGE_REMINDER_DESC Pledge Reminder Description Description of the pledge reminder. VARCHAR2(255)    

ATVPRMD

ATVPRMD_DESC

NO

NO
PLEDGE_REMINDER_DATE Pledge Reminder Date Date of the last reminder. DATE    

AGBPLDG

AGBPLDG_REM_DATE

NO

NO
PLEDGE_REMINDER_COUNT Pledge Reminder Count Number of reminders produced by the system todate. NUMBER    

AGBPLDG

AGBPLDG_REM_COUNT

NO

NO
PLEDGE_CATEGORY Pledge Category Pledge category assigned to the pledge. VARCHAR2(63)    

AGBPLDG

AGBPLDG_PCAT_CODE

NO

NO
PLEDGE_CATEGORY_DESC Pledge Category Description Description of the pledge category. VARCHAR2(255)    

ATVPCAT

ATVPCAT_DESC

NO

NO
PLEDGE_CONDITIONAL_IND Pledge Conditional Indicator Identifies whether the pledge is conditional. VARCHAR2(1)    

FUNCTION

DECODE(ATVPCAT_COND_IND)

NO

NO
MATCHING_PLEDGE_IND Matching Pledge Indicator 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

NO

NO
MATCHING_PLEDGE_COUNT Matching Pledge Count Count of all expected matching gifts associated with this pledge. NUMBER    

FUNCTION

MAKFUNC.F_COUNT_MATCH_PLEDGE

NO

NO
SOLICITATION_TYPE Solicitation Type Type of solicitation for the highest solicitation amount associated with this pledge transaction. VARCHAR2(63)    

AGRPSOL

AGRPSOL_SOLC_CODE

NO

NO
SOLICITATION_TYPE_DESC Solicitation Type Description Description of the pledge/gift solicitation type. VARCHAR2(255)    

FUNCTION

GOKODSF.F_GET_DESC

NO

NO
SOLICITOR_UID 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

NO

NO
SOLICITOR_ID 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

NO

NO
SOLICITOR_LAST_NAME Solicitor Last Name Solicitor's current last name. VARCHAR2(63)    

FUNCTION

MGKFUNC.F_GET_PERSON_INFO

NO

NO
SOLICITOR_FIRST_NAME Solicitor First Name Solicitor's current first name. VARCHAR2(63)    

FUNCTION

MGKFUNC.F_GET_PERSON_INFO

NO

NO
SOLICITOR_ORG Solicitor Organization Solicitor organization for the highest solicitation amount associated with this pledge transaction. VARCHAR2(63)    

AGRPSOL

AGRPSOL_SOL_ORG

NO

NO
SOLICITOR_COUNT Solicitor Count Count of all solicitations associated with this pledge transaction. NUMBER    

FUNCTION

MAKFUNC.F_COUNT_PLEDGE_SOLICITOR

NO

NO
PLEDGE_INSTALLMENT_IND Pledge Installment Indicator Indicates whether the pledge is paid in installments. VARCHAR2(1)    

FUNCTION

MAKFUNC.F_GET_PLEDGE_INSTALL_IND

NO

NO
PLEDGE_DURATION Pledge Duration Duration of the pledge installment plan. VARCHAR2(63)    

AGBPINS

AGBPINS_PDUR_CODE

NO

NO
PLEDGE_DURATION_DESC Pledge Duration Description Description of the pledge duration. VARCHAR2(255)    

FUNCTION

GOKODSF.F_GET_DESC

NO

NO
REMINDER_FREQUENCY Reminder Frequency Frequency of the pledge installment reminders. VARCHAR2(63)    

AGBPINS

AGBPINS_FREQ_CODE

NO

NO
REMINDER_FREQUENCY_DESC Reminder Frequency Description Description of the reminder frequency. VARCHAR2(255)    

FUNCTION

GOKODSF.F_GET_DESC

NO

NO
MULTI_SOURCE 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

NO

NO
MULTI_SOURCE_DESC Multi Source Description 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

NO

NO
PROCESS_GROUP 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

NO

NO
ADMINISTRATIVE_GROUP Administrative Group Administrative-oriented identifier for the record used to determine access authorization to this record. Institution defined. VARCHAR2(255)    

NA

NA

NO

NO
MATCH_GIFT_FORM_PROCESSED_IND Match Gift Form Processed Indicator Indicates status of matching gift form processed. VARCHAR2(1)    

CALCULATION

NVL(AGBPLDG_MATCH_PROCESSED)

NO

NO
MATCHING_GIFT_FORM_IND Matching Gift Form Indicator Indicates status of matching gift form. VARCHAR2(1)    

CALCULATION

NVL(AGBPLDG_MATCH_FORM_IND)

NO

NO
MATCHGIFT_FORM_READYTOSEND_IND Matchgift Form Readytosend Indicator 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)

NO

NO
ACTIVITY_DATE Activity Date Specifies the date this record was created or updated. DATE    

AGBPLDG

AGBPLDG_ACTIVITY_DATE

NO

NO


Ver: 9.2