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Activate Soft Credit in the Method field in the Batch Item Transaction object
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Ensure https://bitbucket.org/sydneyuni/uos-sfdx/branch/TAPSS-2400 is deployed and ‘Soft Credit’ is activated for the
Object AQB__BatchItemTransaction__c
Field - AQB__Method__c
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Replace the document ‘BatchApprovalReport (ASOP) 082023.docx’(Prod - https://sydneyuni-adv.my.salesforce.com/0158v000000AoeGAAS) with the below new document.
Document Name | BatchApprovalReport (ASOP) 082023.docx | ||
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Update the Batch Item Transaction Report as below
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Add the fields Account Name,Gift/Pledge Number,Anonymous as below
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Update Merge Action for Batch Approval Report
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Navigate to Record group: SoftCreditsBIT → Find the second Batch Item Transaction under Batch Item Transaction Reports in Data source
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Map additional fiels as per the SoftCredits section (Date, Amount, Designation, Designation Number)
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Under Linkage
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Under Record Group: Transaction.
Update the Filter
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Update the Linkage
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Click Next → Save&Close
Appendix
Proposed to change Page Orientation to Landscape, so that table columns can be increased
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