Reporting

Phil Bell

Hi I am trying to run a query in SQL to export data and want to interpret the Payment Type/Method how do you link the value in the the gift table to a code table?

Joshua Bekerman bCLO, bCRE

Pay Method is listed in the RE7Schema (as GIFT.PAYMENT_TYPE):


1 - Cash, 2 - Personal Check, 3 - Business Check, 4 - Credit Card, 5 - Standing Orders, 6 - Direct Debit, 7 - Voucher, 8 - Other


 

Joshua Bekerman bCLO, bCRE

Gift Type is also listed in the schema (as GIFT.TYPE):

Cash = 1, Pledge Pay Cash = 2, MG Pledge Pay Cash = 3, Covenant Payment = 4, Pledge = 8, Stock = 9, Sold Stock = 10, Pledge Pay Stock = 11, Pay Stock = 12, Pledge Pay Sold Stock = 13, MG Pledge Pay Sold Stock = 14, Gift In Kind = 15, Pledge Pay Gift In Kind = 16, MG PledgePay Gift In Kind = 17, Other = 18, Pledge Pay Other = 19, MG Pledge Pay Other = 20, WriteOff = 21, MG WriteOff = 22, Net Covenant = 24, Gross Covenant = 25, Deposited Covenant = 26, MG Pledge = 27, Adjustment = 28, Covenant WriteOff = 29, Recurring Gift = 30, Recurring Gift Pay Cash = 31, GLReversal = 32, Amendment = 33, Planned Gift = 34 

Phil Bell

Hi Joshua,

Is there any link from the Gift table to retrieve these descriptions or do I simply assum these are fixed and wont change.

Regards

Phil

James Andrews

They won't change. The gift type and payment type names aren't referenced anywhere in RE, it's all done totally by the numbers. So they basically can't change them at this point without wrecking everyone's dbs.