Prerequisite to generate the Receipt
for Organistion, there must be a Contact that is directly linked to the account
Gift Date is not in the future
Transaction has not already been receipted
Transaction’s Do Not Receipt is not ticked
...
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 |
...