ACE: Requesting an Adjustment to a Gift, Pledge, or Payment | Scribe

    ACE: Requesting an Adjustment to a Gift, Pledge, or Payment

    • User Experience |
    • 0 step |
    • 3 minutes

    Additional Training Information

    You can access a video tutorial of this process using [this link](https://vimeo.com/utaa/ace-adjustment-request?share=copy).

    Gift or Pledge Adjustment

    In ACE, an "Adjustment" refers to any change made to a gift, pledge, or payment after it has been posted in the system. If you need to request an adjustment on a donor's record, you will do so from the record that needs to be updated. Once submitted, you will attach any relevant documentation Constituent Management will need to verify the adjustment information and make the correction. Please reach out to Constituent Management prior to submitting an adjustment if you have any questions. NOTE: Payment records look slightly different than gift or pledges, but the process for requesting the adjustment is the same. Payments will be shown in more detail later in the Scribe.
    Navigate to the donor's ACE record.
    Access the donor's giving screen by selecting "Constituent Details" (or "Organization Details" on an org record)
    Locate the gift, pledge, or payment that needs to be adjusted. **Reminder**: - Gift records will begin with "GN" - Pledge Records will begin with "PN" - Pledge Payments will begin with "T" - you can also access a specific payment from the pledge record
    Open the record by clicking the name link.
    Review the information on the record to ensure you have selecting the gift or pledge that needs to be udpated.
    To submit an adjustment, select the "Request Adjustment" button at the top of the screen.
    A new screen will appear. **Constituent Name**/**Organization Name** will be populated by default based on the primary donor for the gift or pledge. **Opportunity to be Adjusted** will be populated automatically based on the gift or pledge from which you initiate the request. **Status** will default to "New" - do not change this. **Requestor Name** will default to the current user.
    Scroll down to Adjustment Request Type. Here, you will select the type of change that needs to be made to the gift or pledge. **NOTE**: all changes are subject to verification and approval by Constituent Management. The user submitting the adjustment is responsible for providing documentation and information about the adjustment.
    Select the appropriate **Adjustment Type** by clicking on the row. You can select multiple rows by holding the Command or Control key while clicking.
    Move the selected value(s) by clicking the arrow to move it to the "Chosen" column. You can also move multiple values into the "Chosen" columns one at a time. You can remove a value from the "Chosen" column by selecting it and using the left arrow.
    Click the "Additional Info\*" field.
    Type "Donor wanted this gift to go to the MPPA Enrichment fund, but didn't see the option online. Please update the designation to MPPA"
    The **Additional Info** field is required. Please provide any relevant details about why the adjustment is being requested and any specific changes that should be applied. Be specific - the individual submitting the adjustment is responsible for providing the details of the adjustment.
    Review all entered information. When ready, select "Save".
    Once the Adjustment Request has been created, you can access it by scrolling down to that section on the gift/pledge.
    Click on the Case Number link to open the request.
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