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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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Information coming form AQ developer : #receipts to void
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Receipt Records are generated from AQ Receipting Utility, here’s an excerpt from AQ zendesk: Receipting Lightning Web ComponentTo access the Receipting Lightning Web Component, go to the App Launcher and select Receipting (you may need to create at tab - please see Configuration - Receipting Receipts can be generated for a date range, by batch or individually by gift number. Annual Receipts and Receipts Needing Approval are excluded by default, but can be added to the group to be receipted by checking the boxes.
Once receipt rows have been created and receipts generated, you can view the receipt information on the Account. Information on the receipt is on the gift record and the check boxes can be updated if needed after gift entry. The receipt count cannot be updated manually. It will increment based on the number of times the receipt is issued or voided. The electronic file will be attached to the Receipt row when issued.
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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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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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