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Quid Pro Quo

The Quid Pro Quo (QPQ) table is a secondary table whose fields may be attached to a row in either the Gift Transactions or Dues Transaction table. The rows in this table contain information concerning an item of appreciation that the constituent has received as a result of a donation. This information is important as a matter of record for the fund raising office but also as a means of tracking the value of such items in order to comply with Tax Agency requirements (for example, the United States IRS) that such information be reported to the constituent as part of the acknowledgment process.

In the default data display, the Quid Pro Quo information is incorporated into the Long display of the transaction to which it is attached. The Type of item, the Value, the Date, the Source of the information and whether or not the item was Accepted by the constituent is displayed. The data maintenance forms for Quid Pro Quo rows include text boxes for each of these columns. The behavior of the Type and Value text boxes merit further explanation.

The Type field is driven by the Quid Pro Quo Items (quid_pro_quo_items ) lookup table. Each entry in the lookup table includes the name of the item and also a dollar amount for the item. During the creation or editing of a QPQ row, when the name of an item is chosen from the pull-down list box, you may:

manually enter a dollar amount in the Value text box which is the same or different than its corresponding amount in the lookup table entry

you may leave the Value text box blank.

If you leave that Value text box blank, then the system will automatically copy the value of the item (from the lookup table entry) into the Value field of the QPQ row.

When a QPQ row is linked to a transaction, the Value of the QPQ (regardless of whether it was manually entered or system-generated) will automatically be subtracted from the Deductible Amount field in the corresponding transaction row.

Sometimes a donor will specify that his or her Gift or Dues Transaction is being given "on behalf" of another constituent. The system creates the appropriate transaction type for the donor, and another transaction for the second constituent with a Gift or Dues Type of "credit". If a QPQ is created along with the creation of these two transactions, it will be attached to the donor's transaction, rather than the credit transaction. This behavior is significant in recognizing the effect on the Deductible Amount field of the donor's transaction.

If your site utilizes Serialized Tax Receipting, and only if your site utilized Serialized Tax Receipting, then do not link Quid Pro Quo items to pledge payment transactions. When creating serialized tax receipts for pledge payments, the deductible and non-deductible amounts on the pledge itself are used to calculate the deductible and non-deductible amounts on the pledge payment receipts. Therefore, link the Quid Pro Quo item to the pledge transaction instead. See the Serial Receipts topic for complete information about Serialized Tax Receipting.

The linkage of a Quid Pro Quo row to a Gift or Dues transaction may be accomplished in different ways.

It may be created at the same time that the primary row is being created, using the check box at the bottom of the Insert form. This technique is useful when there is a one-to-one correspondence between the item and the gift (donate $50 to receive a mug, for example) and so the operator knows at the time that the transaction is entered that the Quid should also be created.
It may be added (after the fact) to an individual, existing row by selecting Transactions from the giving transaction hover menu and selecting Add Quid Pro Quo in the resulting pop-up menu.

The Quid Pro Quo Data Maintenance topic discusses how to create and update Quid Pro Quo data rows.

Quid Pro Quo Field Descriptions

Quid Pro Quo data is stored in the quidproquo data table. The following fields are included. The field labels and non-displaying designations that are listed here are those that the system uses by default. If you wish to override these default settings, you must customize your display definition.

Note: Custom fields are included in the data table, and are available for any purpose that you want to define. These fields are not shown on the standard Display or standard Data Maintenance forms. If you want to make use of one or more of the custom fields, use the Custom Display Designer to edit the standard Display and Data Maintenance forms.

Field Name Field Label	Lookup Table	Type SQL/Oracle Length [Default] {Check}	Description
quidkey non-displaying	none	numeric/number 13,0	The primary key field for all rows in all tables. This field holds a permanent "time stamp" of the precise time and date the row was created. This uniquely identifies a row within the table. (system field)
quidid non-displaying	none	char 10	This field holds the ID number of the constituent who owns this row, providing a link between this row and all others in all other tables which also belong to the same constituent. (system field)
quiddoc non-displaying	none	char 1 ['N']	This field holds a Y/N flag to indicate the existence of a linked document for this row. (system field)
quiddate no label	none	datetime/date [getdate()]	The date that this Quid Pro Quo row was last updated. This field is automatically entered by the system. (system field)
quiduserid no label	none	varchar/varchar2 30 [suser_sname()]	The User ID of the operator that last edited this Quid Pro Quo row. It is automatically entered by the system. (system field)
quidugroup non-displaying	none	char 1 ['Z']	This field holds the Group letter that was associated with the User ID of the operator who last edited this row. (system field)
quidtype Quid Pro Quo	Quid Pro Quo Items	char 6 [' ']	The name of the item that the constituent received as a result of the transaction to which it is linked, or as part of a cumulative gift that included this transaction.
quidvalue Value	none	money/number (19,4)/(16,2) [0]	The dollar value of the item. If this field is left blank in data entry, the system will automatically insert the dollar amount from the Quid Pro Quo Item lookup table entry. The Quid Value will be subtracted from the Gift Amount or Dues Amount to automatically create a Deductible Amount for the Gift or Dues Transaction to which the Quid is attached.
quidedate Sent Date	none	datetime/date	The date that the item was sent to the constituent.
quidaccept no label	none	char 1	A Y/N flag to indicate that the constituent accepted the item. If this field contains a "Y", then the word "Accepted" appears in the display of this gift row.
quidlnkfl non-displaying	none	char 2	The number of the file (table) to which this row is attached (gifts or dues). (system field)
quidlnkky non-displaying	none	numeric/number 11,0 [0]	A copy of the key field from the row to which this row is attached. (system field)
quidsource Source	Source	char 6 [' ']	The source for the information in this row.
quidpoint non-displaying	none	numeric/number 10,0	This system-assigned field is no longer used or supported. (system field)
quidcrdate non-displaying	none	datetime/date [getdate()]	The date that the row was created. (system field)
quidfnum non-displaying	none	char 2 ['29'] {'29'}	The file (table) number for the Quid Pro Quo table. (system field)
quidcomm no label	none	varchar/varchar2 4000	A free text Comment that may be entered and displayed with this row only.
quiddate1	none	datetime/date	This custom field may be defined and used by your institution to track any date information associated with this data row.
quiddate2	none	datetime/date	This custom field may be defined and used by your institution to track any date information associated with this data row.
quidmny1	none	money/number (19,4)/(16,2)	This custom field may be defined and used by your institution to track any monetary information associated with this data row.
quidmny2	none	money/number (19,4)/(16,2)	This custom field may be defined and used by your institution to track any monetary information associated with this data row.
quidnum1	none	numeric/number 10, 0	This custom field may be defined and used by your institution to track any numeric information associated with this data row.
quidnum2	none	numeric/number 10, 0	This custom field may be defined and used by your institution to track any numeric information associated with this data row.
quidyesno	none	char 1 ['N'] {'N' or 'Y'}	This custom field may be defined and used by your institution to flag this data row for any purpose.
quidlook1	quidpro_lookup1	char 6	This custom field may be defined and used by your institution to track any lookup table driven information associated with this data row.
quidlook2	quidpro_lookup2	char 6	This custom field may be defined and used by your institution to track any lookup table driven information associated with this data row.
quidlook3	quidpro_lookup3	char 6	This custom field may be defined and used by your institution to track any lookup table driven information associated with this data row.
quidtext	none	varchar/varchar2 255	This custom field may be defined and used by your institution to track any free text information you want to associate with this data row.
quidjrnlfl non-displaying	none	char 1 ['N'] {'Y' or 'N'}	This system-generated field is a flag indicating whether the transaction to which this data row is linked has ('Y') or has not ('N') been journaled. (system field)
quidjrnldt non-displaying	none	datetime/date	This system-generated field is used to hold the date on which the transaction to which this data row is linked was journaled (if ever). (system field)
quiddate3	none	datetime/date	This custom field may be defined and used by your institution to track any date information associated with this data row.
quiddate4	none	datetime/date	This custom field may be defined and used by your institution to track any date information associated with this data row.
quiddate5	none	datetime/date	This custom field may be defined and used by your institution to track any date information associated with this data row.
quiddate6	none	datetime/date	This custom field may be defined and used by your institution to track any date information associated with this data row.
quiddate7	none	datetime/date	This custom field may be defined and used by your institution to track any date information associated with this data row.
quiddate8	none	datetime/date	This custom field may be defined and used by your institution to track any date information associated with this data row.
quiddate9	none	datetime/date	This custom field may be defined and used by your institution to track any date information associated with this data row.
quiddte10	none	datetime/date	This custom field may be defined and used by your institution to track any date information associated with this data row.
quiddte11	none	datetime/date	This custom field may be defined and used by your institution to track any date information associated with this data row.
quiddte12	none	datetime/date	This custom field may be defined and used by your institution to track any date information associated with this data row.
quidmny3	none	money/number (19,4)/(16,2)	This custom field may be defined and used by your institution to track any monetary information associated with this data row.
quidmny4	none	money/number (19,4)/(16,2)	This custom field may be defined and used by your institution to track any monetary information associated with this data row.
quidmny5	none	money/number (19,4)/(16,2)	This custom field may be defined and used by your institution to track any monetary information associated with this data row.
quidmny6	none	money/number (19,4)/(16,2)	This custom field may be defined and used by your institution to track any monetary information associated with this data row.
quidmny7	none	money/number (19,4)/(16,2)	This custom field may be defined and used by your institution to track any monetary information associated with this data row.
quidmny8	none	money/number (19,4)/(16,2)	This custom field may be defined and used by your institution to track any monetary information associated with this data row.
quidmny9	none	money/number (19,4)/(16,2)	This custom field may be defined and used by your institution to track any monetary information associated with this data row.
quidmny10	none	money/number (19,4)/(16,2)	This custom field may be defined and used by your institution to track any monetary information associated with this data row.
quidmny11	none	money/number (19,4)/(16,2)	This custom field may be defined and used by your institution to track any monetary information associated with this data row.
quidmny12	none	money/number (19,4)/(16,2)	This custom field may be defined and used by your institution to track any monetary information associated with this data row.
quidnum3	none	numeric/number 10, 0	This custom field may be defined and used by your institution to track any numeric information associated with this data row.
quidnum4	none	numeric/number 10, 0	This custom field may be defined and used by your institution to track any numeric information associated with this data row.
quidnum5	none	numeric/number 10, 0	This custom field may be defined and used by your institution to track any numeric information associated with this data row.
quidnum6	none	numeric/number 10, 0	This custom field may be defined and used by your institution to track any numeric information associated with this data row.
quidnum7	none	numeric/number 10, 0	This custom field may be defined and used by your institution to track any numeric information associated with this data row.
quidnum8	none	numeric/number 10, 0	This custom field may be defined and used by your institution to track any numeric information associated with this data row.
quidnum9	none	numeric/number 10, 0	This custom field may be defined and used by your institution to track any numeric information associated with this data row.
quidnum10	none	numeric/number 10, 0	This custom field may be defined and used by your institution to track any numeric information associated with this data row.
quidnum11	none	numeric/number 10, 0	This custom field may be defined and used by your institution to track any numeric information associated with this data row.
quidnum12	none	numeric/number 10, 0	This custom field may be defined and used by your institution to track any numeric information associated with this data row.
quidchk1	none	char 1 ['N'] {'N' or 'Y'}	This custom field may be defined and used by your institution to flag this data row for any purpose.
quidchk2	none	char 1 ['N'] {'N' or 'Y'}	This custom field may be defined and used by your institution to flag this data row for any purpose.
quidchk3	none	char 1 ['N'] {'N' or 'Y'}	This custom field may be defined and used by your institution to flag this data row for any purpose.
quidchk4	none	char 1 ['N'] {'N' or 'Y'}	This custom field may be defined and used by your institution to flag this data row for any purpose.
quidchk5	none	char 1 ['N'] {'N' or 'Y'}	This custom field may be defined and used by your institution to flag this data row for any purpose.
quidchk6	none	char 1 ['N'] {'N' or 'Y'}	This custom field may be defined and used by your institution to flag this data row for any purpose.
quidchk7	none	char 1 ['N'] {'N' or 'Y'}	This custom field may be defined and used by your institution to flag this data row for any purpose.
quidchk8	none	char 1 ['N'] {'N' or 'Y'}	This custom field may be defined and used by your institution to flag this data row for any purpose.
quidchk9	none	char 1 ['N'] {'N' or 'Y'}	This custom field may be defined and used by your institution to flag this data row for any purpose.
quidchk10	none	char 1 ['N'] {'N' or 'Y'}	This custom field may be defined and used by your institution to flag this data row for any purpose.
quidtxt1	none	varchar/varchar2 255	This custom field may be defined and used by your institution to track any free text information you want to associate with this data row.
quidtxt2	none	varchar/varchar2 255	This custom field may be defined and used by your institution to track any free text information you want to associate with this data row.
quidtxt3	none	varchar/varchar2 255	This custom field may be defined and used by your institution to track any free text information you want to associate with this data row.
quidtxt4	none	varchar/varchar2 255	This custom field may be defined and used by your institution to track any free text information you want to associate with this data row.
quidtxt5	none	varchar/varchar2 255	This custom field may be defined and used by your institution to track any free text information you want to associate with this data row.

Indices - Quid Pro Quo

Index	Primary	Foreign	Unique	Fields	Sort
pk_quidpro	Y		Y	quidkey	ASC
quidpro02		Y		quidid	ASC
quidpro03		Y		quidlnkky quidlnkfl	ASC ASC

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