The Gift Aid Distribution Scenario is used to distribute Gift Aid claims on donations from Partnerships to the individual partners.
Some of the key fields on this object are:
- Account : this is the Company (partnership) this scenario applies to. this is a master-detail relationship.
- Contact : This is the partner this scenario applies to. this contact record must have an active GiftAid declaration.
- Set Percentage: the percentage of each donation to be allocated to this contact for gift aid.
Although customization with custom fields and validation rules is possible, it cannot be reflected in the new distribution scenario screen, and as such, is not recommended.