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Note: August discrepancy 21-22 financial year there was a deactivated pledge that hasn’t had a gift since 2017. The receipt utility will pull in any annual receipt pledge that has not been receipted (raised issue with AQ) Note: the voided receipts are not just annual receipts, the system will pull in any gifts that have been “voided” (modified) in that date range and automatically void them (raised issue with AQ). Keep a record of the receipts that were voided during this process in a JIRA ticket, add a note to the receipt object that it was voided in error as the result of the receipting utility creating consolidated receipts. |
How to capture receipts that will be voided as per AQ’s instruction
selects the transactions based on the criteria from form
Code Block language sql select id,AQB__Gift__c from AQB__Transaction__c where DAY_ONLY(convertTimezone(CreatedDate)) >= 2022-07-01 and DAY_ONLY(convertTimezone(CreatedDate)) <= 2023-06-30export in excel and get unique Gift IDs and use Apsona to report on transactions with these Gift IDs
Uses the gifts for those tranactions to select all of the gifts transactions
If any of those transctions are marked as Voided (using isVoided flag on transaction)
Looks at those voided transaction if they are linked to a receipt and that receipt is not marked as voided, then the receipt is counted in # of Receipts to Void
in the example above for 2021-2023, there will 177 transactions who belong to 67 Receipts
Apsona Receipt proofing / printing / emailing
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