Create Allocations for Recurring Donations

Create Allocations

Assign a GAU Allocation to a donation to designate a specific fund or program for that donation.

1. Open the Recurring Donation for which you want to create GAU Allocations.
2. Click the Related tab.
3. In the GAU Allocations related list, click Manage Allocations.
4. Enter the name of the General Accounting Unit (GAU) to which you want to assign the donation.
   
5. Enter either the amount or the percent of the donation you want to allocate.
6. To allocate the donation into additional General Accounting Units, click Add Row.
7. To delete an Allocation, click Delete.
8. Click Save.

Modify Allocations for Recurring Donations

Follow these steps to modify allocations for recurring donations.

On an Allocation, you can:

• Update General Accounting Unit.

• Update the amount being allocated

• Change from a dollar amount to a percentage

• Add or delete Allocations

To modify an Allocation:

1. Open the Recurring Donation that contains the Allocation you want to change.
2. Click the Related tab.
3. In the GAU Allocations related list, click Manage Allocations.
4. Update the Allocation as necessary.
5. Click Save.

Important Considerations

Consider these facts when working with GAU Allocations and Recurring Donations.

There are a few important things to know about GAU Allocations and Recurring Donations:

• When you add new Opportunities to an existing Recurring Donation, they automatically receive the Recurring Donation's allocations.
• If you add a new Allocation, or modify or delete an existing Allocation of a Recurring Donation, Salesforce applies the new Allocation to all open Opportunities in the schedule of that Recurring Donation. Salesforce doesn't modify Allocations for closed Opportunities in the schedule.
• Recurring donations are NOT automatically allocated to the default General Accounting Unit. If you enable default Allocations and run the Batch Create Default Allocations process, then all unallocated amounts in all Recurring Donations Opportunities are assigned to the default GAU.
• When the amount on an Opportunity with an associated Recurring Donation is updated from null to a value, Allocations are created based on the Recurring Donation's GAU, instead of the Default Allocation GAU.
• If Recurring Donation Allocations exceed the amount of the Opportunity, Salesforce only creates percent-based Allocations. For example, if a Recurring Donation has two Allocations, one for $10 and one for 50% of the donation amount, and a new $5 Opportunity is added, Salesforce only creates the 50% Allocation, and doesn't create the $10 allocation, as creating both would exceed the amount of the Opportunity.
• If you enter more than one GAU Allocation on a Recurring Donation with the same General Accounting Unit and with the same amount or percent, only one Allocation populates down to the installment Opportunities.
• If you refund a Recurring Donation installment, the Recurring Donation's fixed-amount GAU Allocations are adjusted to percentages that reflect the proportion of the original allocation amounts. For example: if a Recurring Donation of $50 has two fixed-amount allocations for $25 each, and then you refund an installment by $25, the allocations adjust to a 50% split.