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Transaction.Receipt Number field has to be null in order for the transaction to be looked at (links the transaction to the receipt, if this field is populated, the utility assumes a receipt has already been generated)
On transaction type has to be Grant Payment or Payment
Method can't be soft credit, transfer or service
If using the start and end dates, note that it is based on the UTC time of creation date of the transaction, not the transaction date.
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when you have loaded the utility, and something has changed (i.e. new transactions created or update happened to transactions), any changes would not reflect in the utility unless you refresh the utility page. That means, the find transaction to receipt button may not pickup newly created transactions so make sure you refreshed the page. |
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Merge Document (Doc template) | Jarvis (Apsona) - Field Mapping | ||||||
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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» |
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Salutation | «SalutationJava» |
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Body | |||||||
Date | «IF Pledge»«LastPaymentDate»«ELSE»«GiftDate»«ENDIF» |
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Received from | «GiftRecognitionCredit» |
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» |
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Receipt | «ReceiptNum» |
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«COADesignation» |
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Email Recipient | Receipt.Receipt Email | AQB__Receipt__c.AQC_Receipt_Email__c which is a formula: If the Contact email is blank or the Account is not a household, this will display the Account email, otherwise it will display the Contact email. IF(ISBLANK(AQB__ContactId__r.Email),AQB__AccountId__r.AQB__Email__c, AQB__ContactId__r.Email) |
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