Our org wants to utilize GAU Allocations - but from what I can tell, On the "New Opportunity" form, there's no way to just have a field similar to Primary Campaign Source where you just select which GAU you want to associate the donation with. The only way to do it is after the Opportunity is created, going to related lists in the newly created record and edit the GAU, which takes too long. I imagine this is because GAU has the ability to be split up the amount into multiple Allocations, which is too complex for a simple lookup field, but 99% of the time I just want it to go 100% to one GAU. How can I make this an option directly from the New Opportunity form? I know Campaigns can be tied to a GAU but sometimes we'll have an event where people give to different things, so that's not a solution. Would the easiest thing be to Create a picklist with the GAU options and then a flow that creates a GAU based on the picklist selection?
I don't have need for this so I've never solved it. An opportunity has one closed date. A payment has one date. GAU offers zero dates.
If I truly had a one off for this, I would break it into three opportunities with three closed dates and market so that we don't think people for them multiply and try to live with it. If it were an extremely routine thing, I would probably create 3GAU for the funding in different years and make the allocation that way. Reporting would obviously have to be driven by the GAU grouping and not necessarily the year given. I don't think NPSP or Salesforce has a clean answer for this type of thing.
Even financial folk don't have a great solution. They typically accrue all of it into one account separate out the future part into a liability and then transfer from the liability to current assets one year at a time. That's another option, I suppose. Inner one opportunity with the full amount and make 1/3 GAU allocation to the fund. Create two activities do a year from now and two years from now to allocate more of the Donation to the GAU. In the end, you have 100% of an allocated to the fund and it reports Properly. In the middle, the donation reports properly as a whole donation, but the GAU only gets credit for the "earned" portion. But it's two manuel tasks for someone.
--Terry