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Data Derivation for receipting

Merge Document

Mapping

Jarvis

Date

ReceiptDate

Heading

«IF CareOf»«AccountName»

«ELSE IF AccrecordType !="Household"»

«AccountName»«ENDIF»

«IF CareOf»Care Of: «CareOf»

«ELSE IF Deceased»Sir/Madam

«ELSE IF LegalCreditCheckLess100Greater0»

«IF PSalutation»«PSalutation»

«ENDIF»

«PFirstName» «PLastName»

«IF PSuffix» «PSuffix»«ENDIF» and «IFSSalutation»«SSalutation»

«ENDIF» «SFirstName» «SLastName»«IF SSuffix» «SSuffix»«ENDIF»«ELSE IF LegalCreditCheck100»«IF LegalCreditSalutation»
«LegalCreditSalutation»«ENDIF» «LegalCreditFirstName» «LegalCreditLastName»«IF LegalCreditSuffix» «LegalCreditSuffix»«ENDIF»«ENDIF»

«IF MailingLine1»«MailingLine1»«ENDIF»

«IF MailingLine2»«MailingLine2»«ENDIF»

«IF MailingLine3»«MailingLine3»«ENDIF»

«IF City»«City»«ENDIF» «State» «PostCode»

«Country»

"CareOf":"Receipt____AQB__AccountId__c___USYD_Receipting_Care_of__c"

"AccrecordType":"Account____RecordTypeId"

"AccountName":"Receipt____AQB__AccountId__c___Name"

"Deceased":"Receipt____AQB__ContactId__c___AQB__Deceased__c"

"LegalCreditCheckLess100Greater0":"Calculated_Steps____>0<100"

Salutation

Body

Date

if Pledge

LastPaymentDate

else

GiftDate

Receipt

: Receipt.Gift DateReceipt: Receipt.Gift Date

__value__USYD_Gift_Date__c

Receipt__value__AQB__GiftDate__c

Received from

GiftRecognitionCredit

Receipt: Gift/Pledge Number.GRC roll-

upReceipt____AQB__GiftId__c___GRC_roll_

up

__c

Flow: Gift Pledge Update - V6

Trigger: Gift/Pledge Created or Edited

If GRC exist:

concatenate contacts’:

Contact.Receipt Name

else

or

Contact.FirstName Contact.LastName

else:

Account.Account Name

Gift Pledge Update - V6

Amount

GiftAmount

Receipt

: Receipt.Amount

____AQB__Amount__c

Receipt

ReceiptNum

Receipt

: Receipt.Receipt Number

____Name

COADesignation

Receipt

: Receipt.Transaction COA Acc Num Roll-Up

____USYD_Transaction_COA_Acc_Num_Roll_Up__c

Generating Receipt Document

...

Apsona Multi Step Report

Merge Action

Template Field Map

Document Template

Email Template

Salutation Calculation field

Change History / Comments

Receipt - Email

Generate Email and Attach to Record

Code Block
languagejson
"AccountName":"Receipt____AQB__AccountId__c___Name",
"AccrecordType":"Account____RecordTypeId",
"COADesignation":"Receipt____USYD_Transaction_COA_Acc_Num_Roll_Up__c",
"CareOf":"Receipt____AQB__AccountId__c___USYD_Receipting_Care_of__c",
"City":"Receipt____AQB__AccountId__c___BillingCity",
"Country":"Receipt____AQB__AccountId__c___BillingCountry",
"DFN1":"Receipt____USYD_Transaction_1_DFN__c",
"DFN2":"Receipt____USYD_Transaction_2_DFN__c",
"DFN3":"Receipt____USYD_Transaction_3_DFN__c",
"DFN4":"Receipt____USYD_Transaction_4_DFN__c",
"DFN5":"Receipt____USYD_Transaction_5_DFN__c",
"Deceased":"Receipt____AQB__ContactId__c___AQB__Deceased__c",
"GiftAmount":"Receipt____AQB__Amount__c",
"GiftDate":"Receipt__value__AQB__GiftDate__c",
"GiftRecognitionCredit":"Receipt____AQB__GiftId__c___GRC_roll_up__c",
"LastPaymentDate":"Receipt__value__USYD_Gift_Date__c",
"LegalCreditCheck100":"Calculated_Steps____100%",
"LegalCreditCheckLess100Greater0":"Calculated_Steps____>0<100",
"LegalCreditFirstName":"Gift_Recognition_Credit____AQB__ContactId__c___FirstName",
"LegalCreditLastName":"Gift_Recognition_Credit____AQB__ContactId__c___LastName",
"LegalCreditSalutation":"Gift_Recognition_Credit____AQB__ContactId__c___Salutation",
"LegalCreditSuffix":"Gift_Recognition_Credit____AQB__ContactId__c___Suffix",
"MailingLine1":"Receipt____AQB__AccountId__c___AQB__AccountMailingStreetLineOne__c",
"MailingLine2":"Receipt____AQB__AccountId__c___AQB__AccountMailingStreetLineTwo__c",
"MailingLine3":"Receipt____AQB__AccountId__c___AQB__AccountMailingStreetLineThree__c",
"PFirstName":"Account____AQB__PrimaryContact__c___FirstName",
"PLastName":"Account____AQB__PrimaryContact__c___LastName",
"PSalutation":"Account____AQB__PrimaryContact__c___Salutation",
"PSuffix":"Account____AQB__PrimaryContact__c___Suffix",
"Pledge":"Receipt____AQB__GiftId__c___RecordTypeId",
"PostCode":"Receipt____AQB__AccountId__c___BillingPostalCode",
"ReceiptDate":"Receipt__value__AQB__ReceiptDate__c",
"ReceiptNum":"Receipt____Name",
"SFirstName":"Account____AQB__SecondaryContact__c___FirstName",
"SLastName":"Account____AQB__SecondaryContact__c___LastName",
"SSalutation":"Account____AQB__SecondaryContact__c___Salutation",
"SSuffix":"Account____AQB__SecondaryContact__c___Suffix",
"SalutationJava":"Calculated_Steps____Salutation - Java",
"SpecialWording":"Receipt____USYD_Campaign_Special_Wording__c",
"State":"Receipt____AQB__AccountId__c___BillingState",
"Today":"Receipt__value__AQB__ReceiptDate__c"

USYD_New Standard Receipt Template - Aug 26th _ 2022.docx

View file
nameUSYD_New Standard Receipt Template - Aug 26th _ 2022.docx

If Receipt.Acknowledgement type

Research Grant

Non Research Grant

Email Receipt

Yes

Jira Legacy
serverSystem JIRA
serverIde9de0c6d-9ef6-3ada-b4ce-7168c44d7e8a
keyAVE-176

  • Template and mapping are updated for Email and non-email Apsona receipt reports.

  • The merge field formula on the template is removed and replaced with amerge field which is mapped to a calculated field (Java) in Apsona.

  • This new java calculated field is also mapped to the Jarvis email template salutation.

Receipt - Non Email

Generate Document and Attach to Record

N/A

Yes

Consolidated Receipts - Email

Email Consolidated Receipts

USYD_Consolidated Receipt Template_Updated.docx

View file
nameUSYD_Consolidated Receipt Template_Updated (2).docx

Consolidated Receipt

Yes

Non Email Consolidated Receipts

No Email Consolidated Receipts

N/A

No

Reprint Receipt

Reprint Receipts

USYD_New Standard Receipt Template_Reprint - Edited - BP.docx

View file
nameUSYD_New Standard Receipt Template_Reprint - Edited - BP (3).docx

N/A

No

Reprint Consolidated Receipts

Consolidated Receipts - Reprint

USYD_Consolidated Receipt Template_Reprint.docx

View file
nameUSYD_Consolidated Receipt Template_Reprint (1).docx

N/A

No

Dues

Receipt records without Sent Receipts

...