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Generating Receipt Document

Note

Apsona items in UAT is not currently synced with Production. remove this warning once they are both synced.

The following are the reports used in generating Receipt Documents

Apsona Multi Step Report

Merge Action

Document Template

Email Template

Salutation Calculation field

Change History / Comments

Receipt - Email

Generate Email and Attach to Record

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

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

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 (12).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 (23).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

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