Acknowledgements To Thank Donors for Pledges & Payments
Introduction  <ul><li>To have a Technical understanding of Acknowledgements process. </li></ul><ul><li>Kai Leung Liu, Sr. ...
History <ul><li>Acknowledgement was a Caus extract system support by ISS and maintained. </li></ul><ul><li>It was needed t...
Topics of Discussion <ul><li>What is Acknowledgements? </li></ul><ul><li>What is Acknowledgements made of? </li></ul><ul><...
What is Acknowledgements?  <ul><li>This program basically takes an input file, sorts it, and determines the appropriate le...
What is Acknowledgement Continue? <ul><li>A repository of transaction of Pledges & Payments in ACK_TRANSACTION_POSTED. </l...
What is Acknowledgement More? <ul><li>Combine Spouse based on a set rules to produce one acknowledgement. </li></ul><ul><l...
What is Acknowledgements made of? <ul><li>The components has several parts are:  </li></ul><ul><ul><ul><li>Packages:  </li...
 
What is Acknowledgement Criteria & Query? <ul><li>Based on Reporting Criteria with Current Campaign year feature. </li></u...
How does Acknowledgement integrate with DMS Reporting? <ul><li>Acknowledgement Extract are submitted from the On-line syst...
Summary <ul><li>What acknowledgement is for the business and key components that make up the process to build the extract....
More Information <ul><li>Review Tech Docs for Acknowledgement Overview. </li></ul><ul><li>Check business define requiremen...
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Dms Acknowledgements

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Dms Acknowledgements

  1. 1. Acknowledgements To Thank Donors for Pledges & Payments
  2. 2. Introduction <ul><li>To have a Technical understanding of Acknowledgements process. </li></ul><ul><li>Kai Leung Liu, Sr. Oracle Architect Consultant, Kaitech, Inc. </li></ul>
  3. 3. History <ul><li>Acknowledgement was a Caus extract system support by ISS and maintained. </li></ul><ul><li>It was needed to be re-written to our DMS System to produced same Extract with some enhancements. </li></ul><ul><li>We had to designed a system to replace Caus, but modern for our DMS system. </li></ul><ul><li>The designed was based on our Query and Criteria concept to run under the DMS reporting system and maintained by Users. </li></ul>
  4. 4. Topics of Discussion <ul><li>What is Acknowledgements? </li></ul><ul><li>What is Acknowledgements made of? </li></ul><ul><li>What is Overview Acknowledgement Architecture? </li></ul><ul><li>What is Acknowledgement Criteria & Query? </li></ul><ul><li>How does Acknowledgement integrate with DMS Reporting? </li></ul>
  5. 5. What is Acknowledgements? <ul><li>This program basically takes an input file, sorts it, and determines the appropriate letter code to assign to each individual record. These records are subsequently written out to the extract file. </li></ul><ul><li>Explain how all the individual pieces fit together </li></ul>Triggerss Criteria CO Assign Codes Comb Pledges & Payments Extract Ack Posted Comb Spouses
  6. 6. What is Acknowledgement Continue? <ul><li>A repository of transaction of Pledges & Payments in ACK_TRANSACTION_POSTED. </li></ul><ul><li>Triggers on both Pledge and Payment table populate the repository real-time for new transactions. </li></ul><ul><li>CO are special acknowledgement, so they get separate early in the process and don’t get combine plus receive assigned code 88. </li></ul><ul><li>Pledges & Payments combine meaning they match for the same day the pledge is removed and create one payment acknowledgement. </li></ul>
  7. 7. What is Acknowledgement More? <ul><li>Combine Spouse based on a set rules to produce one acknowledgement. </li></ul><ul><li>Criteria are build to filter out subset of donors in the daily transactions thru queries. </li></ul><ul><li>During the processing of acknowledgement letter codes will be assigned to the final acknowledgement. </li></ul><ul><li>Finally, the Extract will be produced to be download for their word shells to merge the data. </li></ul>
  8. 8. What is Acknowledgements made of? <ul><li>The components has several parts are: </li></ul><ul><ul><ul><li>Packages: </li></ul></ul></ul><ul><ul><ul><ul><li>CMN_BATCH_ACKNOW_PKG </li></ul></ul></ul></ul><ul><ul><ul><ul><li>CMN_ACKNOW_COPY_PKG </li></ul></ul></ul></ul><ul><ul><ul><li>Tables: ALL ACK prefix tables. </li></ul></ul></ul><ul><ul><ul><li>Forms: ACK prefix forms. </li></ul></ul></ul><ul><li>Examples: Donor Criteria, Event Criteria, and B&C Criteria. </li></ul>
  9. 10. What is Acknowledgement Criteria & Query? <ul><li>Based on Reporting Criteria with Current Campaign year feature. </li></ul><ul><li>Query is made of Criteria’s and assigned to codes. </li></ul><ul><li>Query can be deactivate and hidden from the processes. </li></ul><ul><li>Query are order in a specific priority for correct assignment of codes. </li></ul><ul><li>Query is similar to reporting criteria with Include and Exclude of Criteria. </li></ul>
  10. 11. How does Acknowledgement integrate with DMS Reporting? <ul><li>Acknowledgement Extract are submitted from the On-line system. </li></ul><ul><li>No Query is necessary because it uses its own user queries to assigned codes to acknowledgements. </li></ul><ul><li>Parameter screen for re-run of acknowledgements for specific range of dates. </li></ul><ul><li>Acknowledgement Extract is setup thru our security and reporting interface. </li></ul>
  11. 12. Summary <ul><li>What acknowledgement is for the business and key components that make up the process to build the extract. </li></ul><ul><li>It’s a self contain system managed by user to setup letter codes. </li></ul><ul><li>Any questions? </li></ul>
  12. 13. More Information <ul><li>Review Tech Docs for Acknowledgement Overview. </li></ul><ul><li>Check business define requirements. </li></ul><ul><li>1-900-KAITECH </li></ul>

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