---
schema_version: "1"
id: 45d0f71c7ecad685ddcf092d97522de8166e493364450e83b70ce0c35afabcfa
title: Gift Commitment Processing in Education
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/ec_fundraising_gift_commitment_processing.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.ec_fundraising_gift_commitment_processing.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 6b4e350e73f32c0126b17ce76f4dbd3d1488645c18afe833ff9227f04cd94b4e
description: Fundraising offers a structured and automated method to manage and process gift commitments based on the associated gift commitment schedule and gift transactions.
products:
  - Education Cloud
release: "264"
---
# Gift Commitment Processing in Education

Fundraising offers a structured and automated method to manage and process gift commitments based on the associated gift commitment schedule and gift transactions.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition">
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      <thead class="slds-text-title_caps ">
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          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d118090e39">REQUIRED EDITIONS</th>
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      </thead>
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          <td data-label="REQUIRED EDITIONS" class="slds-cell-wrap" style="vertical-align:top;" headers="d118090e39 ">Available in: Lightning Experience</td>

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          <td data-label="REQUIRED EDITIONS" class="slds-cell-wrap" style="vertical-align:top;" headers="d118090e39 ">
            <p style="margin-bottom:0;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>,
              and <strong>Developer</strong> Editions with Education Cloud</p>
          </td>

        </tr>
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    </table>

When you create a gift commitment record, Fundraising automatically runs the relevant flow to trigger these actions based on the schedule that you defined for the flow.

- Identifies the next upcoming installment as per the current or next schedule and updates the Next Transaction Date and Next Transaction Amount fields
- For a recurring commitment, creates a gift transaction for the next upcoming installment in the schedule if the Create Recurring Schedule Transaction setting is selected.
- Updates the Current Schedule, Effective Period, and Effective Interval fields based on the current schedule

Updates the commitment status based on these conditions:

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
      <colgroup>
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        <col style="width:33.33333333333333%">
        <col style="width:33.33333333333333%">
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      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d118090e108">Condition</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d118090e111">Commitment Type</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d118090e114">Updated Commitment Status</th>
        </tr>
      </thead>
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        <tr class="">
          <td data-label="Condition" class="slds-cell-wrap" style="vertical-align:top;" headers="d118090e108 ">The type of the current schedule is Pause Transactions.</td>

          <td data-label="Commitment Type" class="slds-cell-wrap" style="vertical-align:top;" headers="d118090e111 ">Recurring</td>

          <td data-label="Updated Commitment Status" class="slds-cell-wrap" style="vertical-align:top;" headers="d118090e114 ">Paused</td>

        </tr>
        <tr class="">
          <td data-label="Condition" class="slds-cell-wrap" style="vertical-align:top;" headers="d118090e108 ">
            <p>The number of most recent past consecutive unpaid transactions on the commitment matches the value in the Lapsed Unpaid Transaction Count setting.</p>
            <p style="margin-bottom:0;">When Lapsed Unpaid Transaction Count setting is 0, the status doesn't update. </p>
          </td>

          <td data-label="Commitment Type" class="slds-cell-wrap" style="vertical-align:top;" headers="d118090e111 ">Recurring, Custom</td>

          <td data-label="Updated Commitment Status" class="slds-cell-wrap" style="vertical-align:top;" headers="d118090e114 ">Lapsed</td>

        </tr>
        <tr class="">
          <td data-label="Condition" class="slds-cell-wrap" style="vertical-align:top;" headers="d118090e108 ">
            <p>The number of most recent past or current consecutively failed transactions for a commitment matches the value in the Failing Transaction Count setting.</p>
            <p style="margin-bottom:0;">When Failing Transaction Count setting is 0, the status doesn’t update.</p>
          </td>

          <td data-label="Commitment Type" class="slds-cell-wrap" style="vertical-align:top;" headers="d118090e111 ">Recurring, Custom</td>

          <td data-label="Updated Commitment Status" class="slds-cell-wrap" style="vertical-align:top;" headers="d118090e114 ">Failing</td>

        </tr>
        <tr class="">
          <td data-label="Condition" class="slds-cell-wrap" style="vertical-align:top;" headers="d118090e108 ">The commitment’s initial schedule begins while the current commitment status is Draft.</td>

          <td data-label="Commitment Type" class="slds-cell-wrap" style="vertical-align:top;" headers="d118090e111 ">Recurring, Custom</td>

          <td data-label="Updated Commitment Status" class="slds-cell-wrap" style="vertical-align:top;" headers="d118090e114 ">Active</td>

        </tr>
        <tr class="">
          <td data-label="Condition" class="slds-cell-wrap" style="vertical-align:top;" headers="d118090e108 ">The type of the current schedule is Create Transactions.</td>

          <td data-label="Commitment Type" class="slds-cell-wrap" style="vertical-align:top;" headers="d118090e111 ">Recurring</td>

          <td data-label="Updated Commitment Status" class="slds-cell-wrap" style="vertical-align:top;" headers="d118090e114 ">Active</td>

        </tr>
        <tr class="">
          <td data-label="Condition" class="slds-cell-wrap" style="vertical-align:top;" headers="d118090e108 ">The current commitment status is Lapsed, but the number of past consecutive unpaid transactions on the commitment does not match the value in the Lapsed Unpaid Transaction Count setting.</td>

          <td data-label="Commitment Type" class="slds-cell-wrap" style="vertical-align:top;" headers="d118090e111 ">Recurring, Custom</td>

          <td data-label="Updated Commitment Status" class="slds-cell-wrap" style="vertical-align:top;" headers="d118090e114 ">Active</td>

        </tr>
        <tr class="">
          <td data-label="Condition" class="slds-cell-wrap" style="vertical-align:top;" headers="d118090e108 ">The current commitment status is Failing, but the number of past or current consecutively failed transactions for a commitment does not match the value in the Failing Transaction Count setting.</td>

          <td data-label="Commitment Type" class="slds-cell-wrap" style="vertical-align:top;" headers="d118090e111 ">Recurring, Custom</td>

          <td data-label="Updated Commitment Status" class="slds-cell-wrap" style="vertical-align:top;" headers="d118090e114 ">Active</td>

        </tr>
        <tr class="">
          <td data-label="Condition" class="slds-cell-wrap" style="vertical-align:top;" headers="d118090e108 ">The commitment has no ongoing or future schedules and no unpaid transactions, and the Auto Close Recurring Commitment setting is selected.</td>

          <td data-label="Commitment Type" class="slds-cell-wrap" style="vertical-align:top;" headers="d118090e111 ">Recurring</td>

          <td data-label="Updated Commitment Status" class="slds-cell-wrap" style="vertical-align:top;" headers="d118090e114 ">Closed</td>

        </tr>
      </tbody>
    </table>