Acknowledgements

To Thank Donors for Pledges &

Payments

Introduction

• To have a Technical

understanding of

Acknowledgements process.

• Kai Leung Liu, Sr. Oracle

Architect Consultant, Kaitech,

Inc.

History• Acknowledgement was a Caus extract system support by ISS and maintained.

• It was needed to be re-written to our DMS System to produced same Extract with some enhancements.

• We had to designed a system to replace Caus, but modern for our DMS system.

• The designed was based on our Query and Criteria concept to run under the DMS reporting system and maintained by Users.

Topics of Discussion

• What is Acknowledgements?

• What is Acknowledgements made of?

• What is Overview Acknowledgement

Architecture?

• What is Acknowledgement Criteria &

Query?

• How does Acknowledgement integrate

with DMS Reporting?

What is Acknowledgements? • 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.

• Explain how all the individual pieces fit togetherTriggerss

Criteria

CO

Assign Codes

Comb Pledges & Payments

Extract

Ack Posted

Comb Spouses

What is Acknowledgement Continue?• A repository of transaction of Pledges & Payments in

ACK_TRANSACTION_POSTED.

• Triggers on both Pledge and Payment table populate

the repository real-time for new transactions.

• CO are special acknowledgement, so they get separate

early in the process and don’t get combine plus receive

assigned code 88.

• Pledges & Payments combine meaning they match for

the same day the pledge is removed and create one

payment acknowledgement.

What is Acknowledgement More?• Combine Spouse based on a set rules to produce

one acknowledgement.

• Criteria are build to filter out subset of donors in

the daily transactions thru queries.

• During the processing of acknowledgement letter

codes will be assigned to the final

acknowledgement.

• Finally, the Extract will be produced to be

download for their word shells to merge the data.

What is Acknowledgements made of?• The components has several parts

are: • Packages:

−CMN_BATCH_ACKNOW_PKG−CMN_ACKNOW_COPY_PKG

• Tables: ALL ACK prefix tables.• Forms: ACK prefix forms.

• Examples: Donor Criteria, Event

Criteria, and B&C Criteria.

What is Acknowledgement Criteria & Query?• Based on Reporting Criteria with Current

Campaign year feature.

• Query is made of Criteria’s and assigned to codes.

• Query can be deactivate and hidden from the

processes.

• Query are order in a specific priority for correct

assignment of codes.

• Query is similar to reporting criteria with Include

and Exclude of Criteria.

How does Acknowledgement integrate with DMS Reporting?

• Acknowledgement Extract are submitted from

the On-line system.

• No Query is necessary because it uses its own

user queries to assigned codes to

acknowledgements.

• Parameter screen for re-run of

acknowledgements for specific range of dates.

• Acknowledgement Extract is setup thru our

security and reporting interface.

Summary

• What acknowledgement is for the

business and key components that

make up the process to build the

extract.

• It’s a self contain system managed

by user to setup letter codes.

• Any questions?

More Information

• Review Tech Docs for

Acknowledgement Overview.

• Check business define requirements.

• 1-900-KAITECH