Date

ReceiptDate

Heading

Salutation

Body

Date

if Pledge

LastPaymentDate

else

GiftDate

Receipt: Receipt.Gift Date

Receipt: Receipt.Gift Date

Received from

GiftRecognitionCredit

Receipt: Gift/Pledge Number.GRC roll-up

Receipt____AQB__GiftId__c___GRC_roll_up__c

Flow: Gift Pledge Update - V6

If GRC exist:

concatenate contacts’:

Contact.Receipt Name

else

Contact.FirstName Contact.LastName

else:

Account.Account Name

Gift Pledge Update - V6

Amount

GiftAmount

Receipt: Receipt.Amount

Receipt

ReceiptNum

Receipt: Receipt.Receipt Number

COADesignation

Receipt: Receipt.Transaction COA Acc Num Roll-Up

Receipt - Email

Generate Email and Attach to Record

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

If Receipt.Acknowledgement type

Research Grant

Non Research Grant

Email Receipt

Yes

• 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

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

N/A

No

Reprint Consolidated Receipts

Consolidated Receipts - Reprint

USYD_Consolidated Receipt Template_Reprint.docx

N/A

No

Dues

Receipt records without Sent Receipts