# View/Edit/Update Donation

The authorized user can view/edit/update a donation by accessing one of the following menus, Search for the Donor, and choose the existing donation:

· Add New Donation

· Existing Donor Records

· Existing Donation Records

Read Only Donations

Donations that meet the following criteria are not edited or updated. Donations are displayed in “Read Only” format:

· All donations must be entered for the current fiscal year (Oct 1 – Sept 30) by the end of the fiscal year end (Sept 30). Users are allocated two weeks (+ 14 days grace period) after the fiscal year end to make any needed corrections for the previous fiscal year.

o If Donation Date is in previous fiscal year (Example: date < 10/1/14)- Read Only

o If Donation Date is in this fiscal year (Example: date >= 10/1/14 and <= 09/30/15)

§ If Current date > 10/14/15 – Read Only

· If the Donation is for a facility other than the current working facility, the donation is available for display only. The user cannot update it without changing their working facility.

o If Inactive Organization/Local Branch is Donor; the donations are Read Only.

o If Inactive Organization/Local Branch is affiliated with a Donation, the donation is Read Only.

Change Donor

· “Change Donor Button” is only available upon edit/update of a donation. If the user has not updated any of the Donation Detail information currently captured, the button is enabled and can be selected. This allows the user to change the Donor associated with this donation, to another Donor regardless of Donor Type by navigating to the “Donor Search Screen.”

· Once a new Donor has been selected, the updated Donor information is displayed with a confirmation message, “Are you sure you want to move this donation to the new Donor?”

o If confirmed, this Donation is associated with the new Donor.

§ If not confirmed, this donation remains with the previous Donor information.

o If changes have been made to the “Donation Detail,” the “Change Donor” feature is not available and is disabled. The user has to post the changes first before the button is enabled.