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# | Rule Name | Error Location | Error Message |
1 | ApprovalPendingBeforeClosedWon | Top of Page | The Opportunity is currently submitted for approval - it will be closed when gift handover is approved. |
2 | ApprovalRequiredBeforeClosedWon | Top of Page | The Opportunity must be approved by Gift Implementation prior to being Closed Won. |
3 | AQC_Opportunity_Owner_Change | Opportunity Owner | Please contact the current Owner to change ownership. |
4 | Ask_Amount | Ask Amount | You need to document the proposal ask amount when moving to solicitation stage |
5 | Closed_lost_and_loss_reason | Top of Page | Loss reason required for closed lost opportunity. |
6 | DonorConditions | Conditions/Condition Precedents Apply | Please tick Conditions/Condition Precedents Apply |
7 | DonorConditionsSpecification | Conditions/Condition Precedents Apply | Specify the conditions/condition precedents on the Expectations/Conditions tab. |
8 | DonorExpectations | Donor Expectations Apply | Please tick Donor Expectations Apply. |
9 | DonorExpectationsSpecification | Donor Expectations Apply | Specify the donor expectations on the Expectations/Conditions tab. |
10 | Gift_Amount | Gift Amount | You need to document the gift agreement in the Gift Amount field as the field can't be null at Gift Handover or Closed Won stage |
11 | Gift_Date | Gift Date | You need to document the gift agreement in the Gift Date field before moving to Gift Handover or Closing the Opportunity. |
12 | Gift_Date_Amount_and_Ask_made | Top of Page | Either Gift date OR Gift amount is missing, OR Ask made is not checked |
13 | Gift_Theme_Required | Top of Page | At least select one Gift Theme |
14 | Name_on_Instrument | Name on the Instrument of Gift | Please fill in the Name on the Instrument of Gift as the field can't be null at Gift Handover or Closed Won stage. |
15 | Opportunity_need_approval_to_close | Top of Page | Opportunity can't be closed until you pass the Gift Handover stage and approval process |
16 | PledgeGrantReminderRequired | Pledge/Grant Reminder Required? | Please check the Pledge/Grant Reminder Required. |
17 | PledgeReminderOwnerCategoryRequired | Pledge Reminder Owner Category | Please select the Pledge Reminder Owner Category |
18 | PledgeReminderOwnerRequired | Pledge Reminder Owner | Please select the Pledge Reminder Owner |
19 | Previous_Gift | Original Gift Number | Gift to be Renewed must be populated if the Sub Type is Supplementary/Top Up Gift. |
20 | Prospect_pool_requirement | Top of Page | At least select one Prospect pool item |
21 | Stage_cant_be_changed_once_Closed | Top of Page | Stage can't be changed once Closed Lost/Won. Please contact Gift Implementation team if the stage needs to be changed. |
22 | USYD_ChartOfAccountType_Change_Rule | Chart of Account Type | As there is a PENDING COA, you can't set the Account type to Existing Account |
23 | Usyd_create_opportunity_from_planning | Top of Page | Opportunities must be created at the Planning stage or before |
24 | USYD_Email_Required | Top of Page | Please update the Account email or link a primary or secondary contact with email to the account before moving to the Gift Handover stage or change the Receipt Delivery |
25 | USYD_Email_Required_ReceiptDeliveryEmail | Top of Page | Please update the Account email or link a primary or secondary contact with email to the account when stage is Gift Handover or Closed Won and when the Receipt Delivery is set to "Email direct to donor(Default)" |
26 | Usyd_Gift_amount_required_verbal_ticked | Top of Page | Gift Amount field required when Verbal Acceptance ticked |
27 | USYD_SubTypeRequired | Top of Page | Sub-type is required field before the opportunity reaches the Gift Handover Stage |
28 | USYD_TypeRequired | Top of Page | Type is required field before the opportunity reaches the Gift Handover Stage |
29 | Usyd_Verbal_Acceptance_Rule | Top of Page | Verbal Acceptance can be set to true only from Solicitation stage onwards - Move the Opportunity stage to Solicitation |