Applicable to version 1.379.69 (Patch Release) and above
You are using Bulk Donation Entry, and you want to know which General Accounting Unit will 'win' in different situations, depending on whether the selected Campaign has a default GAU, whether a default GAU is set on the Bulk Donation Entry Template, and whether you manually enter one on the BDE entry.
This table shows the different scenarios
Information already provided on BDE are based on how the template was set up. There are times when the Campaign (with default GAU Allocations) is already specified on the template, however the GAU field is left blank.
In this case, the Campaign will be auto populated in the rows and GAU is still left blank. Since it is not a required field, you do not need to enter any information on the said field.
Once the entry is submitted, the created opportunity/recurring donation records will have the Campaign and the default GAU Allocations that was set for the campaign.
If ever there are multiple rows added on the BDE but the user selected a GAU in the first row and left the GAU field in the second row blank, the Opportunity/recurring donation created for the first row will have the custom GAU (as shown on image below) and the opportunity/RD on the second row will have the default GAU Allocation based on the campaign.
If the Campaign (with default GAU Allocations) is specified on the template and user also chooses a GAU on the template, the Campaign field in the rows will be auto populated with the Campaign used on the template. The GAU used on the template will also be automatically filled in the GAU field in the rows.
The Created opportunity/recurring donation records should have the Campaign that was set in the template as well as the GAU allocated.
Using the same template as scenario 3, if someone then manually overrides the first line of entry's GAU, the Opportunity will be created with the template Campaign and the newly selected GAU allocation.
Using the same template as scenario 3, if the GAU Selected as the default on the template is different to that of the default GAU on the Campaign itself, the Opportunity will be created with the template Campaign and the newly selected custom GAU allocation.