Versions Compared

Version Old Version 13 New Version 14
Changes made by

rommel.ngo

rommel.ngo

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Generating Receipt Records

...

Merge Document

Jarvis / Apsona

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

«SalutationJava»

Body

Date

«IF Pledge»«LastPaymentDate»«ELSE»«GiftDate»«ENDIF»

Receipt__value__USYD_Gift_Date__c

Receipt__value__AQB__GiftDate__c

Received from

«GiftRecognitionCredit»

Gift/Pledge Number.GRC roll-up

Flow: Gift Pledge Update - V6

Trigger: Gift/Pledge Created or Edited

If GRC exist:

concatenate contacts’:

Contact.Receipt Name

or

Contact.FirstName Contact.LastName

else:

Account.Account Name

Gift Pledge Update - V6

Amount

«GiftAmount»

Receipt____AQB__Amount__c

Receipt

«ReceiptNum»

Receipt____Name

«COADesignation»

Receipt____USYD_Transaction_COA_Acc_Num_Roll_Up__c

...

USYD_New Standard Receipt Template_Reprint - Edited - BP.docx

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 RecordN/A

N/A

No

Reprint Consolidated Receipts

Consolidated Receipts - Reprint
Code Block

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

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

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____salutationJava",
"SpecialWording":"Receipt____USYD_Campaign_Special_Wording__c",
"State":"Receipt____AQB__AccountId__c___BillingState",
"Today":"Receipt__value__AQB__ReceiptDate__c"

N/A

Yes

Consolidated Receipts - Email

Email Consolidated Receipts

Code Block
languagejson
"City":"Account____BillingCity",
"Country":"Account____BillingCountry",
"Different":"Calculate_Step____LC Both Different Last Name",
"Gift/Pledge Number":"Gifts_Pledges____Name",
"MailingLine1":"Account____BillingStreet",
"PFirstName":"Account____AQB__PrimaryContact__c___FirstName",
"PLastName":"Account____AQB__PrimaryContact__c___LastName",
"PSalutation":"Account____AQB__PrimaryContact__c___Salutation",
"PUSYDContactID":"Account____AQB__PrimaryContact__c___USyd_Contact_ID__c",
"PostCode":"Account____BillingPostalCode",
"Primary":"Calculate_Step____LC-P",
"SFirstName":"Account____AQB__SecondaryContact__c___FirstName",
"SLastName":"Account____AQB__SecondaryContact__c___LastName",
"SSalutation":"Account____AQB__SecondaryContact__c___Salutation",
"SUSYDContactID":"Account____AQB__SecondaryContact__c___USyd_Contact_ID__c",
"Same":"Calculate_Step____LC Both Same Last Name",
"Secondary":"Calculate_Step____LC-S",
"State":"Account____BillingState",
"TodaysDate":"systemFields::today"

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

Code Block
languagejson
"City":"Account____BillingCity",
"Country":"Account____BillingCountry",
"Different":"Calculate_Step____LC Both Different Last Name",
"Gift/Pledge Number":"Gifts_Pledges____Name",
"MailingLine1":"Account____BillingStreet",
"PFirstName":"Account____AQB__PrimaryContact__c___FirstName",
"PLastName":"Account____AQB__PrimaryContact__c___LastName",
"PSalutation":"Account____AQB__PrimaryContact__c___Salutation",
"PUSYDContactID":"Account____AQB__PrimaryContact__c___USyd_Contact_ID__c",
"PostCode":"Account____BillingPostalCode",
"Primary":"Calculate_Step____LC-P",
"SFirstName":"Account____AQB__SecondaryContact__c___FirstName",
"SLastName":"Account____AQB__SecondaryContact__c___LastName",
"SSalutation":"Account____AQB__SecondaryContact__c___Salutation",
"SUSYDContactID":"Account____AQB__SecondaryContact__c___USyd_Contact_ID__c",
"Same":"Calculate_Step____LC Both Same Last Name",
"Secondary":"Calculate_Step____LC-S",
"State":"Account____BillingState",
"TodaysDate":"systemFields::today"

N/A

No

Reprint Receipt

Reprint Receipts

Code Block
languagejson
"AccountName":"Receipt____AQB__AccountId__c___Name",
"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",
"GiftRecognitionCredit":"Receipt____AQB__GiftId__c___GRC_roll_up__c",
"LastNameDifferent":"Calculated_Steps____>0<100LastNameDiff",
"LastNameSame":"Calculated_Steps____>0<100LastNameSame",
"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____USYD_Address_Street__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",
"PostCode":"Receipt____AQB__AccountId__c___BillingPostalCode",
"Receipt Gift Date ":"Receipt__value__USYD_Gift_Date__c",
"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",
"SpecialWording":"Receipt____USYD_Campaign_Special_Wording__c",
"State":"Receipt____AQB__AccountId__c___BillingState"

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

Code Block
languagejson
"City":"Account____BillingCity",
"Country":"Account____BillingCountry",
"Different":"Calculate_Step____LC Both Different Last Name",
"Gift/Pledge Number":"Gifts_Pledges____Name",
"MailingLine1":"Account____BillingStreet",
"PFirstName":"Account____AQB__PrimaryContact__c___FirstName",
"PLastName":"Account____AQB__PrimaryContact__c___LastName",
"PSalutation":"Account____AQB__PrimaryContact__c___Salutation",
"PUSYDContactID":"Account____AQB__PrimaryContact__c___USyd_Contact_ID__c",
"PostCode":"Account____BillingPostalCode",
"Primary":"Calculate_Step____LC-P",
"SFirstName":"Account____AQB__SecondaryContact__c___FirstName",
"SLastName":"Account____AQB__SecondaryContact__c___LastName",
"SSalutation":"Account____AQB__SecondaryContact__c___Salutation",
"SUSYDContactID":"Account____AQB__SecondaryContact__c___USyd_Contact_ID__c",
"Same":"Calculate_Step____LC Both Same Last Name",
"Secondary":"Calculate_Step____LC-S",
"State":"Account____BillingState",
"TodaysDate":"systemFields::today"

USYD_Consolidated Receipt Template_Reprint.docx

View file
nameUSYD_Consolidated Receipt Template_Reprint (1).docx

N/A

No

Dues

Receipt records without Sent Receipts

...