Generating Receipt Records
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Data Derivation for receipting
Merge DocumentMapping | Jarvis | |
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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» «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 |
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