We've been having a really hard time finding pledges that are nearing completion. I suspect our biggest stumbling block is the End Date in the payment plan section. According to the documentation, it should default to 12 months in the future but ours is defaulting to the end of the fiscal year. We have a billing schedule that works well without having to change this end date so it is often left as is.
Does anyone know what setting we've changed to override the 12 month default? Or, does anyone out there ignore the end date and find their ending pledges a different way?
I had a thought that it may be related to the Future Receivable Cutoff date in T_DEFAULTS but when I went into our Test system and changed that date the payment plan date still remained as the end of the fiscal year. I'm stumped!
Thanks in advance for any help!
Hi Beth,
One idea is to use the Cencel/Write-Off Pledge report and use it in review mde to show you any open pledges. That will give you a list of all pledges and you can go from there.
It's not the best idea, but a starting point.