Versions Compared

Key

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

Generating Receipt Records

...

Data Derivation for receipting

Merge DocumentMapping

Jarvis

Date

ReceiptDate

Heading

«IF CareOf»«»«AccountName»

«ELSE IF AccrecordType !="Household"»

«AccountName»«ENDIF»»«ENDIF»

«IF CareOf»Care »Care Of: «CareOf»

«ELSE IF Deceased»Sir»Sir/Madam

«ELSE IF LegalCreditCheckLess100Greater0»

«IF PSalutation»«»«PSalutation»«ENDIF»

«PFirstName» «PLastName»

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

«ENDIF» «SFirstName» «SLastName»«IF »

«IF SSuffix» «SSuffix»«ENDIF»«ELSE »«ENDIF»

«ELSE IF LegalCreditCheck100»«IF »

«IF LegalCreditSalutation»
«LegalCreditSalutation»«ENDIF» »«ENDIF»

«LegalCreditFirstName» «LegalCreditLastName»«IF »

«IF LegalCreditSuffix» «LegalCreditSuffix»«ENDIF»«ENDIF»»«ENDIF»«ENDIF»

«IF MailingLine1»«»«MailingLine1»«ENDIF»»«ENDIF»

«IF MailingLine2»«»«MailingLine2»«ENDIF»»«ENDIF»

«IF MailingLine3»«»«MailingLine3»«ENDIF»»«ENDIF»

«IF City»«»«City»«ENDIF» »«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__value__USYD_Gift_Date__c

Receipt__value__AQB__GiftDate__c

Received from

GiftRecognitionCredit

Receipt: 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

...