Schedule Details

The Schedule Details page is available in the Add Pledge wizard when a pledge has been scheduled in installments on the Pledge page.

If a scheduled pledge has been changed on the schedule details page and the user returned to the previous pledge details page, upon accessing the schedule details again, the message "Do you wish to overwrite the current schedule" will display. Select No to save changes made on the scheduled details or Yes to return to the default schedule.

Schedule Description - the schedule criteria, as set up on the Pledges page in the Due Date scheduler.

Schedule - lists the individual pledges that will be created based on the schedule criteria. The due date, amount pledged, and internal notes on these pledges may be adjusted in the Schedule grid.

If one pledge amount is raised or lowered, another pledge must be adjusted as well in order for the total schedule amount to remain the same. A message "Warning: Total of all distributions does not equal the original pledge amount" will display upon continuing to the next page if the scheduled amount is not equal to the total pledged amount. The adjusted pledges may be saved  anyway and the total amount will be updated.

Totals - displays the total amount pledged and sum of all the pledges in the schedule.

• Total Pledged - pledge amount entered on the pledges page.
• Distributed - sum of the individual pledges in the schedule grid.
• Amount - select if the amount entered on the pledges page as the pledge amount is per pledge or schedule total: total sum of all the scheduled pledges.
• Reset Default Schedule - undo all changes made to the schedule of pledges

Reminder Date - The date to notify the user that the pledge is up for renewal. This is useful for reporting purposes to ask the donor to renew their previous pledge, but will not trigger a reminder automatically.

Overlapping Schedules - displays other pledges this account has due over the same time period.