Add Sponsor

Modules>Awards>Find, Query, or Add Award>Award Profile>add sponsor icon

Add a Sponsor to your database when you want to track the following information:

• Sponsor Information (who and what they are sponsoring)
• Contact Information (the primary contact individual)
• Sponsor Fees
• Invoice and Payment Information

To add a Sponsor, use the following steps:

1. Go to Modules>Awards>Find, Query, or Add Award>Award Profile>click the add sponsor icon. The Add Sponsor page opens.
2. In the Add Sponsor page, you see the following icons that allow you to perform actions on the page:

Use this Icon	To Perform this Action
	edit icon to open an edit page for that field.
	add icon to add a new record for that field.
	look up icon to see a list of individuals, customers, or other appropriate person records select the record you want to return to the wizard. The fields are populated with the person's information.

3. Use the descriptions in the table below to enter information in the Award Sponsor Information section:

   Field Name	Required	Description
   award	Required	Populated automatically with the name of the award from the profile.
   sponsor	Required	Enter a sponsor's name or click the look up button for a list of available individuals, households, and organizations.
   type	Required	Select the type of sponsorship this sponsor will provide

4. Move on to the Contact Information section.
5. Use the descriptions in the table below to enter information in the Contact Information section. Much of this information is populated automatically once you select a sponsor.

   Field Name	Required	Description
   address	Optional	Select an address from the drop-down list.
   phone	Optional	Select a phone number from the drop-down list.
   fax	Optional	Select a fax number from the drop-down list.
   email	Optional	Select an email from the drop-down list.
   url	Optional	Select a web address from the drop-down list.
   notes	Optional	Enter notes about the sponsor's contact information.

6. Use the descriptions in the table below to enter information in the Sponsor Fee Information section:
7. Move on to the Invoice & Payment Information section.
8. Use the descriptions in the table below to enter information in the Invoice & Payment Information section. Depending on the type that you choose, you may see some or all of the fields listed in the table below.

   Field Name	Required	Description
   batch: drop down	Required	Select an existing batch form the drop-down list or add a new batch by clicking the add icon.
   po number	Optional	Enter a po number. Enter up to 50 characters, numbers or letters.
   type	Required	Select the type of payment from the drop-down list. Depending on what type you select, you will see some or all of the fields below.
   transaction date	Required	Enter or select a date for the transaction.
   payment method	Required	Select a payment method from the drop-down list. Depending on what payment method you select, you see some of the fields in the table in step 3.
   # of installments	Required	Enter the number of installments necessary to complete the payment.
   frequency	Required	Select the frequency of the payment installments.
   proforma?	Optional	Click this check box if the payment is proforma.
   invoice terms	Required	Select the invoice terms from the drop-down list.
   first payment date	Optional	Enter or select the first payment date for installment payments.
   notes	Optional	Click the notes icon to open the Invoice Notes page. On the Invoice Notes page, you can enter internal notes for users of iWeb and external notes for users of eWeb.

9. Fill in the fields in the payment method pane as described in the table below. Depending on the payment method you choose, you see some of the following fields but never all of them.

   Payment Method	Field Name	Required	Description
   cash	reference number	Optional	Enter an optional tracking number for cash payments.
   check / TeleCheck	name on check	Required	Enter the full name on the check.
   check / TeleCheck	check number	Required	Enter the number on the check.
   TeleCheck	account number	Required	Enter the checking account number.
   TeleCheck	routing number	Required	Enter the nine-digit routing number.
   credit	cardholder's name	Required	Enter the full name on the card.
   credit	card number	Required	Enter the full credit card number.
   credit	expiration date	Required	Select an expiration date.
   credit	CVV	Optional	Enter the credit card security code from the back of the card.
   credit / TeleCheck	cc/check street address	Optional	Check the existing address.
   credit / TeleCheck	cc/check city	Optional	Check the existing city.
   credit	cc/check state & zipcode	Optional	Check the existing city and zipcode.
   TeleCheck	cc/check zipcode	Optional	Check the existing zipcode.
   TeleCheck	drivers license number	Optional	Enter the check holder's drivers license number.
   TeleCheck	social security number	Optional	Enter the check holder's social security number.
   credit / TeleCheck	cc/check email	Optional	Check the existing email address.

10. Click the Save button to save the new Sponsor and return to the Award Profile. Click the Cancel button to return to the Award Profile without saving your changes.