This section is for understanding how to use the GAU Allocation object. GAU Allocation (or sometimes referred to as Fund Allocation) is a custom object from the NPSP package and works with the Opportunity and Payment objects to connect a gift to a specific Fund.

• Custom Fields
• Validation Rules
• Field Set
• Apex
• Creating GAU Allocations

• Display Amount
• Display Date
• ExtSysId
• GAU Name
• Gift / Non-Gift
• Non Gift Amount
• Prospective Opportunity
• Reversal Amount
• Suppress from Public?

• Prevent_fund_from_being_changed
• Prevent_Opportunity_from_being_changed

This field set is for use with Letter Generation with a table of the GAU Allocation records.

• Letter Template Merge Field

• Allocation_TDTM
• RestApiAllocation
• RestApiAllocationV2

The flow used to create Opportunities also creates the GAU Allocation records and walks the user through generating the appropriate records connected to the Opportunity. The example below is a GAU Allocation record shown first in the flow and then in the saved record.