Hierarchical logic determines how gift commitments inherit gift default designations. Hierarchical logic also determines how gift transactions inherit gift transaction designations. You can manually override these designations.
This hierarchy applies only to gift transactions created through gift entry and the manage designations flows. This hierarchy doesn’t affect designations for gift transactions created another way. If gift default designations or gift transaction designations aren’t defined, then the gift amounts automatically allocate to the org-wide designation. If the total percentage of allocations at any hierarchical level is less than 100%, then the remaining percentage also allocates to the org-wide designation.
Gift Default Designation Inheritance Hierarchy
Gift default designations are inherited from these sources, in the order of their availability.
- The opportunity associated with the commitment
- The campaign associated with the commitment
- The org-wide default designation
Gift Transaction Designation Inheritance Hierarchy for Transactions Created During Gift Entry
Gift transaction designations are inherited from the gift default designations defined for these sources, in the order of their availability.
- The campaign associated with the gift transaction
- The commitment
- The opportunity associated with the commitment
- The campaign associated with the commitment
- The org-wide default designation
Gift Transaction Designation Inheritance Hierarchy for Gift Entries
For one-time gift entries, the default gift transaction designations are inherited from the campaign, if available. Otherwise, the gift amounts are allocated to the org-wide default designation during gift processing.
For gift entries associated with a matched commitment, the default gift transaction designations are inherited from these sources, in the order of their availability.
- Gift transaction designations defined for the selected gift transaction
- Gift default designations that are defined for:
- The campaign associated with the gift transaction
- The matching commitment
- The opportunity associated with the matching commitment
- The campaign associated with the matching commitment
- The org-wide default designation
Note If you override the campaign when you create the gift entry, then gift entry's gift default designations are inherited and the hierarchical logic doesn't apply.