What does the System Preference: Years To Keep Pledge Schedule Records control?

To document the functionality behind the Years To Keep Pledge Schedule Records system preference in Team Approach.

The Years To Keep Pledge Schedule Records system preference (located at System Preference Administration > Entry > Gifts) determines the number of years that pledge schedule records are maintained in Team Approach.  It also determines whether the installment and maintenance windows are enabled on the batch detail entry screen.  

When this preference is set to 1 or higher, TA keeps the corresponding number of year's worth of schedule records for all pledges with installment schedules.  TA automatically reconciles pledge payments made against these pledges based upon the Reconciliation setting your organization has determined for each Gift Kind.  The installment and maintenance tabs will be enabled and allow entry when the preference is >= 1. 

When this preference is set to 0, TA only creates pledge schedule records for irregular installments pledges (TA automatically attempts to reconcile pledge payments made to irregular installment pledges).  The installment and maintenance tabs will be disabled and will not allow entry when the preference is set to 0.

Environment

 Team Approach

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