ProntoPlus: Product to GAU mapping

Casey Poon
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 Available in ProntoPlus version 1.23.0 and above

The Non Profit Success Pack from Salesforce allows not for profit organisations to track their funds to General Accounting Units. This is for 'earmarking' donations for specific purposes. For more information on the standard NPSP GAU allocations functionality, please see this documentation.

ProntoPlus extends this functionality to products in Salesforce. This means that you can assign the proceeds from selling a product or merchandise to a particular cause.

Setting up GAU Allocations on a Product

In the ProntoPlus app, you can access your list of products. On each product, you can go to the Related Tab and create a new Product Allocation.

1. Create a new product.

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2. Set up the Standard Pricebook (as reference), then set up an additional Pricebook which can be accessed from the Opportunity.

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3. Create a new Product Allocation. 

The Product Allocation is the joining object between the Product and the GAU. By selecting both of these here, and then specifying the percentage or amount to be allocated per transaction, you can set where the funds from purchasing that product will go.

 

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If you are creating multiple Product Allocations for a Product, make sure the total percentage does not exceed 100%.Screen_Shot_2017-11-16_at_11.55.25_am.png

 

 

Product to GAU Mapping in Action

When products are added to an Opportunity, the amount field automatically becomes an auto calculated field, which is the sum of the Product Qty x Price.
 
Upon payment confirmation, the opportunity is updated to Closed Won, and the GAU allocations are automatically created.
 
Note that NPSP will automatically create a GAU Allocation to the system default GAU if it is set up in NPSP Settings. Upon Close Won of the Opportunity, the GAU Allocations will be converted to match the allocations according to the Products and their Product Allocations.
 
The below example Opportunity has 2x of "Product 1" which has a Product Allocation of 50% to "New GAU". This means that on Close Won of the Opportunity, the standard GAU Allocation of $200 to "Default" changed to $100 to "New GAU" and the remaining $100 to "Default".
 
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