Table of Contents

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Process Diagram

Drawio

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custContentId	2916811124
lbox	1
diagramDisplayName	Jarvis Receipting Process
contentVer	6
revision	6
baseUrl	https://sydneyuni.atlassian.net/wiki
diagramName	Jarvis Receipting Process
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...

Merge Document (Doc template)

Jarvis (Apsona) - Field Mapping

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"
where >0<100 :
({!Gift Recognition Credit.Gift Recognition Credit.Legal Credit %} > 0) &&
({!Gift Recognition Credit.Gift Recognition Credit.Legal Credit %} < 100) ? "PS" : ""

"LegalCreditCheck100": "Calculated_Steps____100%"
where 100% :
({!Gift Recognition Credit.Gift Recognition Credit.Legal Credit %}==100) ? "C" : ""

"PSalutation": "Account____AQB__PrimaryContact__c___Salutation"
"PFirstName": "Account____AQB__PrimaryContact__c___FirstName"
"PLastName": "Account____AQB__PrimaryContact__c___LastName"
"PSuffix": "Account____AQB__PrimaryContact__c___Suffix"
"SSalutation": "Account____AQB__SecondaryContact__c___Salutation"
"SFirstName": "Account____AQB__SecondaryContact__c___FirstName"
"SLastName": "Account____AQB__SecondaryContact__c___LastName"
"SSuffix": "Account____AQB__SecondaryContact__c___Suffix"
"LegalCreditSalutation": "Gift_Recognition_Credit____AQB__ContactId__c___Salutation"
"LegalCreditFirstName": "Gift_Recognition_Credit____AQB__ContactId__c___FirstName"
"LegalCreditLastName": "Gift_Recognition_Credit____AQB__ContactId__c___LastName"
"LegalCreditSuffix": "Gift_Recognition_Credit____AQB__ContactId__c___Suffix"
"MailingLine1": "Receipt____AQB__AccountId__c___AQB__AccountMailingStreetLineOne__c"
"MailingLine2": "Receipt____AQB__AccountId__c___AQB__AccountMailingStreetLineTwo__c"
"MailingLine3": "Receipt____AQB__AccountId__c___AQB__AccountMailingStreetLineThree__c"
"City": "Receipt____AQB__AccountId__c___BillingCity"
"State": "Receipt____AQB__AccountId__c___BillingState"
"PostCode": "Receipt____AQB__AccountId__c___BillingPostalCode"

Salutation

«SalutationJava»

Code Block

language	js

(function () {
    
	// define all  merge fields to be used as variables for shorter reference
	var accountType = {!Account.Account.Account Type};
    var grclc = {!Gift Recognition Credit.Gift Recognition Credit.Legal Credit %};
    
	// it is actually not accurate to assume that the GRC is given to the Primary and Secondary contacts of the account.
	// it is actually possible to have the primary and secondary contact not set and still award the GRC records, in the off
	// chance that this happens to be, the receipt will print blank names on salutaion.
	
    var PLastName = {!Account.Primary Contact.Last Name} ? {!Account.Primary Contact.Last Name} : "";
    var PFirstName = {!Account.Primary Contact.First Name} ? {!Account.Primary Contact.First Name} : "";
    
    var SLastName = {!Account.Secondary Contact.Last Name} ? {!Account.Secondary Contact.Last Name} : "";
    var SFirstName = {!Account.Secondary Contact.First Name} ? {!Account.Secondary Contact.First Name} : "";
    
    var salutation1 = {!Account.Primary Contact.Salutation} ? {!Account.Primary Contact.Salutation} : "";
    var salutation2 = {!Account.Secondary Contact.Salutation} ? {!Account.Secondary Contact.Salutation} : "";
    
    var careof = {!Receipt.Account.Receipting Care of};
    var method = 0;
	
	var PstandaloneSal = {!Contact Primary.Salutation Link.Standalone Salutation};
	var SstandaloneSal = {!Contact Secondary.Salutation Link.Standalone Salutation};
	
	// if standalone salutation, don't print the names
	if (PstandaloneSal) {
		PLastName = "";
		PFirstName = "";
	}
	
	// if standalone salutation, don't print the names
	if (SstandaloneSal) {
		SLastName = "";
		SFirstName = "";
	}
    
    if (grclc == 100) {
		// only one contact gets legal credit, we get the first GRC record and the credit contact of that GRC Record
        PLastName = {!Gift Recognition Credit.Contact Credited.Last Name} ? {!Gift Recognition Credit.Contact Credited.Last Name} : "";
        PFirstName = {!Gift Recognition Credit.Contact Credited.First Name} ? {!Gift Recognition Credit.Contact Credited.First Name} : "";
        
		// if standalone salutation, don't print the names
		if (PstandaloneSal) {
			PLastName = "";
			PFirstName = "";
		}
		
        salutation1 = {!Gift Recognition Credit.Contact Credited.Salutation} ? {!Gift Recognition Credit.Contact Credited.Salutation} : "";
        
		// second contact is blank
		salutation2 = "";
        
        SLastName = "";
        SFirstName = "";
    }

    
    // if no salutation to either of the two contacts, set the Method : use first name or Supporter
	if ((PLastName != "" && salutation1 == "") || (SLastName != "" && salutation2 == "")){
        if (PFirstName != "" && PFirstName.length > 1 && SFirstName == ""){ // one contact, first name is not one character, 
            method = 1; // use first name
        } else if (PFirstName != "" && PFirstName.length > 1 && SFirstName != "" && SFirstName.length > 1){ // two contacts, first name is not one character
            method = 1; // use first name for both contacts
        } else {
            method = 2; // no salutation and no first name, use Dear Supporter
        }
    }
    
	
	// Household and two contact same surname - Dear Mr Ryan and Mrs Francesca Bryant
    if ((accountType == 'Household') && (grclc < 100) && (PLastName == SLastName)) {
            switch(method){    
                case 1: // Dear Ryan and Francesca Bryant
                    return (PFirstName + " " + "and" + " " + SFirstName + " " + SLastName);
                    break;
                case 2: // Dear Supporter
                    return ("Supporter");
                    break;
                default: // Dear Mr and Mrs Bryant or Dear Chancellor and Mrs Bryant
                    return (salutation1 + " " + "and" + " " + salutation2 + " " + SLastName);
                
            }
            
    // Household and two contact different surname - Dear Mr Ryan Bryant and Mrs Francesca Parkes
    } else if ((accountType == 'Household') && (grclc < 100) &&  (PLastName != SLastName)) {
                switch(method){
                    case 1: // Dear Ryan and Francesca
                        return (PFirstName + " " + "and" + " " + SFirstName);
                        break;
                    case 2: // Dear Supporter
                        return ("Supporter");
                        break;
                    default: // Dear Mr Bryant and Mrs Parkes or Dear Chancellor and Mrs Parkes
                        return (salutation1 + " " + PLastName + " " + "and" + " " + salutation2 + " " + SLastName);
                }
				
			// Not Household with careof
            } else if ((accountType != 'Household') && (careof)){
                    return ({!Receipt.Account.Receipting Care of});                        
                } else if ((accountType != 'Household')){
                            return ("Sir/ Madam");
                } else if ((grclc == 100)){ // Household and only one LC
              
                        switch(method){    
                            case 1: // Dear Ryan
                                return (PFirstName);
                                break;
                            case 2: // Dear Supporter
                                return ("Supporter");
                                break;
                            default: // Dear Mr Bryant or Dear Chancellor
                                return (salutation1 + " " + PLastName);
                        }                        
                } else {
                    return "";
                }
})()

Body

Date

«IF Pledge»«LastPaymentDate»«ELSE»«GiftDate»«ENDIF»

"LastPaymentDate": "Receipt__value__USYD_Gift_Date__c"
"GiftDate": "Receipt__value__AQB__GiftDate__c"

Received from

«GiftRecognitionCredit»

"GiftRecognitionCredit": "Receipt____AQB__GiftId__c___GRC_roll_up__c"

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»

"GiftAmount": "Receipt____AQB__Amount__c"

Receipt

«ReceiptNum»

"ReceiptNum": "Receipt____Name"

«COADesignation»

"COADesignation": "Receipt____USYD_Transaction_COA_Acc_Num_Roll_Up__c"

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)

...

Apsona Multi Step Report

Merge Action

Template Field Map

Document Template

Email Template

Salutation Calculation field

Change History / Comments

Receipt - Email

a2P4a0000000tddEAA

Generate Email and Attach to Record

a2P4a0000000tfUEAQ

Code Block

language	json

"AccountName":"Receipt____AQB__AccountId__c___Name",
"AccrecordType":"Account____RecordTypeId",
"COADesignation":"Receipt____USYD_Transaction_COA_Acc_Num_Roll_Up__c",
"CareOf":"Receipt____AQB__AccountId__c___USYD_Receipting_Care_of__c",
"City":"Receipt____AQB__AccountId__c___BillingCity",
"Country":"Receipt____AQB__AccountId__c___BillingCountry",
"DFN1":"Receipt____USYD_Transaction_1_DFN__c",
"DFN2":"Receipt____USYD_Transaction_2_DFN__c",
"DFN3":"Receipt____USYD_Transaction_3_DFN__c",
"DFN4":"Receipt____USYD_Transaction_4_DFN__c",
"DFN5":"Receipt____USYD_Transaction_5_DFN__c",
"Deceased":"Receipt____AQB__ContactId__c___AQB__Deceased__c",
"GiftAmount":"Receipt____AQB__Amount__c",
"GiftDate":"Receipt__value__AQB__GiftDate__c",
"GiftRecognitionCredit":"Receipt____AQB__GiftId__c___GRC_roll_up__c",
"LastPaymentDate":"Receipt__value__USYD_Gift_Date__c",
"LegalCreditCheck100":"Calculated_Steps____100%",
"LegalCreditCheckLess100Greater0":"Calculated_Steps____>0<100",
"LegalCreditFirstName":"Gift_Recognition_Credit____AQB__ContactId__c___FirstName",
"LegalCreditLastName":"Gift_Recognition_Credit____AQB__ContactId__c___LastName",
"LegalCreditSalutation":"Gift_Recognition_Credit____AQB__ContactId__c___Salutation",
"LegalCreditSuffix":"Gift_Recognition_Credit____AQB__ContactId__c___Suffix",
"MailingLine1":"Receipt____AQB__AccountId__c___AQB__AccountMailingStreetLineOne__c",
"MailingLine2":"Receipt____AQB__AccountId__c___AQB__AccountMailingStreetLineTwo__c",
"MailingLine3":"Receipt____AQB__AccountId__c___AQB__AccountMailingStreetLineThree__c",
"PFirstName":"Account____AQB__PrimaryContact__c___FirstName",
"PLastName":"Account____AQB__PrimaryContact__c___LastName",
"PSalutation":"Account____AQB__PrimaryContact__c___Salutation",
"PSuffix":"Account____AQB__PrimaryContact__c___Suffix",
"Pledge":"Receipt____AQB__GiftId__c___RecordTypeId",
"PostCode":"Receipt____AQB__AccountId__c___BillingPostalCode",
"ReceiptDate":"Receipt__value__AQB__ReceiptDate__c",
"ReceiptNum":"Receipt____Name",
"SFirstName":"Account____AQB__SecondaryContact__c___FirstName",
"SLastName":"Account____AQB__SecondaryContact__c___LastName",
"SSalutation":"Account____AQB__SecondaryContact__c___Salutation",
"SSuffix":"Account____AQB__SecondaryContact__c___Suffix",
"SalutationJava":"Calculated_Steps____Salutation - Java",
"SpecialWording":"Receipt____USYD_Campaign_Special_Wording__c",
"State":"Receipt____AQB__AccountId__c___BillingState",
"Today":"Receipt__value__AQB__ReceiptDate__c"

0158v0000009nGVAAY

USYD_New Standard Receipt Template - Aug 26th _ 2022.docx

View file

name	USYD_New Standard Receipt Template - Aug 26th _ 2022.docx

If Receipt.Acknowledgement type

Research Grant or

Non Research Grant

View file

name	Grant - Acknowledgement - BP.docx

Email Receipt

Yes

Jira Legacy

server	System JIRA
serverId	e9de0c6d-9ef6-3ada-b4ce-7168c44d7e8a
key	AVE-176

Template and mapping are updated for Email and non-email Apsona receipt reports.
The merge field formula on the template is removed and replaced with merge field which is mapped to a calculated field (Java) in Apsona.
This new java calculated field is also mapped to the Jarvis email template salutation.

Receipt - Non Email

Generate Document and Attach to Record

N/A

Yes

Reprint Receipt

Reprint Receipts

Code Block

language	json

"AccountName":"Receipt____AQB__AccountId__c___Name",
"COADesignation":"Receipt____USYD_Transaction_COA_Acc_Num_Roll_Up__c",
"CareOf":"Receipt____AQB__AccountId__c___USYD_Receipting_Care_of__c",
"City":"Receipt____AQB__AccountId__c___BillingCity",
"Country":"Receipt____AQB__AccountId__c___BillingCountry",
"DFN1":"Receipt____USYD_Transaction_1_DFN__c",
"DFN2":"Receipt____USYD_Transaction_2_DFN__c",
"DFN3":"Receipt____USYD_Transaction_3_DFN__c",
"DFN4":"Receipt____USYD_Transaction_4_DFN__c",
"DFN5":"Receipt____USYD_Transaction_5_DFN__c",
"Deceased":"Receipt____AQB__ContactId__c___AQB__Deceased__c",
"GiftAmount":"Receipt____AQB__Amount__c",
"GiftRecognitionCredit":"Receipt____AQB__GiftId__c___GRC_roll_up__c",
"LastNameDifferent":"Calculated_Steps____>0<100LastNameDiff",
"LastNameSame":"Calculated_Steps____>0<100LastNameSame",
"LegalCreditCheck100":"Calculated_Steps____100%",
"LegalCreditCheckLess100Greater0":"Calculated_Steps____>0<100",
"LegalCreditFirstName":"Gift_Recognition_Credit____AQB__ContactId__c___FirstName",
"LegalCreditLastName":"Gift_Recognition_Credit____AQB__ContactId__c___LastName",
"LegalCreditSalutation":"Gift_Recognition_Credit____AQB__ContactId__c___Salutation",
"LegalCreditSuffix":"Gift_Recognition_Credit____AQB__ContactId__c___Suffix",
"MailingLine1":"Receipt____USYD_Address_Street__c",
"PFirstName":"Account____AQB__PrimaryContact__c___FirstName",
"PLastName":"Account____AQB__PrimaryContact__c___LastName",
"PSalutation":"Account____AQB__PrimaryContact__c___Salutation",
"PSuffix":"Account____AQB__PrimaryContact__c___Suffix",
"PostCode":"Receipt____AQB__AccountId__c___BillingPostalCode",
"Receipt Gift Date ":"Receipt__value__USYD_Gift_Date__c",
"ReceiptDate":"Receipt__value__AQB__ReceiptDate__c",
"ReceiptNum":"Receipt____Name",
"SFirstName":"Account____AQB__SecondaryContact__c___FirstName",
"SLastName":"Account____AQB__SecondaryContact__c___LastName",
"SSalutation":"Account____AQB__SecondaryContact__c___Salutation",
"SSuffix":"Account____AQB__SecondaryContact__c___Suffix",
"SpecialWording":"Receipt____USYD_Campaign_Special_Wording__c",
"State":"Receipt____AQB__AccountId__c___BillingState"

USYD_New Standard Receipt Template_Reprint - Edited - BP.docx

View file

name	USYD_New Standard Receipt Template_Reprint - Edited - BP (3).docx

N/A

No

Consolidated Receipts - Email

Email Consolidated Receipts

Code Block

language	json

"City":"Account____BillingCity",
"Country":"Account____BillingCountry",
"Different":"Calculate_Step____LC Both Different Last Name",
"Gift/Pledge Number":"Gifts_Pledges____Name",
"MailingLine1":"Account____BillingStreet",
"PFirstName":"Account____AQB__PrimaryContact__c___FirstName",
"PLastName":"Account____AQB__PrimaryContact__c___LastName",
"PSalutation":"Account____AQB__PrimaryContact__c___Salutation",
"PUSYDContactID":"Account____AQB__PrimaryContact__c___USyd_Contact_ID__c",
"PostCode":"Account____BillingPostalCode",
"Primary":"Calculate_Step____LC-P",
"SFirstName":"Account____AQB__SecondaryContact__c___FirstName",
"SLastName":"Account____AQB__SecondaryContact__c___LastName",
"SSalutation":"Account____AQB__SecondaryContact__c___Salutation",
"SUSYDContactID":"Account____AQB__SecondaryContact__c___USyd_Contact_ID__c",
"Same":"Calculate_Step____LC Both Same Last Name",
"Secondary":"Calculate_Step____LC-S",
"State":"Account____BillingState",
"TodaysDate":"systemFields::today"

USYD_Consolidated Receipt Template_Updated.docx

View file

name	USYD_Consolidated Receipt Template_Updated (2).docx

Consolidated Receipt

Yes

Email Consolidated Receipts - No email for review only

N/A

Non Email Consolidated Receipts

No Email Consolidated Receipts

N/A

No

Reprint Consolidated Receipts

Consolidated Receipts - Reprint

USYD_Consolidated Receipt Template_Reprint.docx

View file

name	USYD_Consolidated Receipt Template_Reprint (1).docx

N/A

No

Dues

Print Dues

Code Block

language	json

"AccountName": "Batch_Item____AQB__Account__c___Name",
"CareOf": "",
"City": "Contact____MailingCity",
"Country": "Contact____MailingCountry",
"Date": "Batch_Item__value__AQB__Date__c",
"Deceased": "",
"FirstName": "Contact____FirstName",
"GiftAmount": "Batch_Item____AQB__Total_Amount__c",
"Last Name": "Contact____LastName",
"LastName": "Contact____LastName",
"MailingLine1": "Contact____MailingStreet",
"Membership Name": "Dues_Transaction____AQB__ChartOfAccounts__c___AQB__Pretty_Nmae__c",
"PostCode": "Contact____MailingPostalCode",
"ReceiptNum": "Dues____Name",
"Salutation": "Contact____Salutation",
"State": "Contact____MailingState",
"Suffix": "",
"Tax": "Batch_Item____AQB__TaxAmount__c"

USYD_Standard MembershipTemplate2.docx

View file

name	USYD_Standard MembershipTemplate2.docx

N/A

Receipt records without Sent Receipts

N/A

Receipt - Grant - Non Email

Generate Grant Acknowledgement

Code Block

language	json

"AccountName": "Receipt____AQB__AccountId__c___Name",
"AccrecordType": "Account____RecordTypeId",
"COADesignation": "Receipt____USYD_Transaction_COA_Acc_Num_Roll_Up__c",
"CareOf": "Receipt____AQB__AccountId__c___USYD_Receipting_Care_of__c",
"City": "Receipt____AQB__AccountId__c___BillingCity",
"Country": "Receipt____AQB__AccountId__c___BillingCountry",
"DFN1": "Receipt____USYD_Transaction_1_DFN__c",
"DFN2": "Receipt____USYD_Transaction_2_DFN__c",
"DFN3": "Receipt____USYD_Transaction_3_DFN__c",
"DFN4": "Receipt____USYD_Transaction_4_DFN__c",
"DFN5": "Receipt____USYD_Transaction_5_DFN__c",
"Deceased": "Receipt____AQB__ContactId__c___AQB__Deceased__c",
"GiftAmount": "Receipt____AQB__Amount__c",
"GiftDate": "Receipt__value__AQB__GiftDate__c",
"GiftRecognitionCredit": "Receipt____AQB__GiftId__c___GRC_roll_up__c",
"LastPaymentDate": "Receipt__value__USYD_Gift_Date__c",
"LegalCreditCheck100": "Calculated_Steps____100%",
"LegalCreditCheckLess100Greater0": "Calculated_Steps____>0<100",
"LegalCreditFirstName": "Gift_Recognition_Credit____AQB__ContactId__c___FirstName",
"LegalCreditLastName": "Gift_Recognition_Credit____AQB__ContactId__c___LastName",
"LegalCreditSalutation": "Gift_Recognition_Credit____AQB__ContactId__c___Salutation",
"LegalCreditSuffix": "Gift_Recognition_Credit____AQB__ContactId__c___Suffix",
"MailingLine1": "Receipt____AQB__AccountId__c___AQB__AccountMailingStreetLineOne__c",
"MailingLine2": "Receipt____AQB__AccountId__c___AQB__AccountMailingStreetLineTwo__c",
"MailingLine3": "Receipt____AQB__AccountId__c___AQB__AccountMailingStreetLineThree__c",
"PFirstName": "Account____AQB__PrimaryContact__c___FirstName",
"PLastName": "Account____AQB__PrimaryContact__c___LastName",
"PSalutation": "Account____AQB__PrimaryContact__c___Salutation",
"PSuffix": "Account____AQB__PrimaryContact__c___Suffix",
"Pledge": "Receipt____AQB__GiftId__c___RecordTypeId",
"PostCode": "Receipt____AQB__AccountId__c___BillingPostalCode",
"ReceiptDate": "Receipt__value__AQB__ReceiptDate__c",
"ReceiptNum": "Receipt____Name",
"SFirstName": "Account____AQB__SecondaryContact__c___FirstName",
"SLastName": "Account____AQB__SecondaryContact__c___LastName",
"SSalutation": "Account____AQB__SecondaryContact__c___Salutation",
"SSuffix": "Account____AQB__SecondaryContact__c___Suffix",
"SalutationJava": "Calculated_Steps____salutationJava",
"SpecialWording": "Receipt____USYD_Campaign_Special_Wording__c",
"State": "Receipt____AQB__AccountId__c___BillingState",
"Today": "Receipt__value__AQB__ReceiptDate__c"

Grant - Acknowledgement - Feb 2023 (3).docx

View file

name	Grant - Acknowledgement - Feb 2023 (3).docx

N/A

Yes

Receipt Related Jira Tickets

...

Version	Old Version 64	New Version 65
Changes made by	rommel.ngo	rommel.ngo
Saved on	Jun 16, 2023	Jun 16, 2023

Versions Compared

Key

Process Diagram

Receipt Related Jira Tickets

Content Comparison

Versions Compared

Key

Process Diagram

Receipt Related Jira Tickets