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Process Diagram

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diagramDisplayName	Jarvis Receipting Process
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Prerequisite to generate the Receipt

There must be a Contact that is directly linked to the account (Account is NOT Orphaned) for the receipt record to be created(That is why we were forced to use Sir/Madam dummy contact). However on version 24, that will no longer be the case. There is a new feature where a special indirect contact relationship can be linked to the account and the receipt will be created.

The Contact Role of Signator can be used in a Contact to Account relationship to relate a Contact from a Household Account to a Non-Household Account to allow for receipting of the Non-Household Account.
Gift Date is not in the future
Transaction has not already been receipted
Transaction’s Do Not Receipt is not ticked

Direct Linked contact scenarios

The following scenarios are for which receipt cannot be created because there was no directly linked contact when Gift was created (except for household, which presumably always created with direct linked contact).

Test Scenario

Contact is selected on the receipt

Transaction Signator

Organization Account no direct linked contacts

Gift created

directly link a contact (do not mark as primary)

Organization Account no direct linked contacts

Gift created

directly link 2 contacts (do not mark as primay)

Organization Account no direct linked contacts

Gift created

directly link 2 contacts (mark one a primary)

primary contact

Organization Account no direct linked contacts

Gift created

directly link a contact (do not mark as primary)

manually add a different contact to transaction signatore

signator

manually added

Household Account (assume always created with direct contact)

no primary contact selected on account

Gift Created

signator

forced to select in batch creation

Household Account (assume always created with direct contact)

multiple contacts set as primary and secondary

Gift Created - signator is secondary contact

signator (secondary)

forced to select in batch creation

AQ Receipting Utility - Generating Receipt Records

...

Criteria for the Transaction to be pulled in for receipting:

...

Transaction.Receipt Number field has to be null in order for the transaction to be looked at (links the transaction to the receipt, if this field is populated, the utility assumes a receipt has already been generated)

Data Relevant for receipting

On transaction type has to be Grant Payment or Payment
Image Added
Method can't be soft credit, transfer or service
If using the start and end dates, note that it is based on the UTC time of creation date of the transaction, not the transaction date.

Note
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.

Info

Information coming form AQ developer :

#receipts to void

selects the transactions based on the criteria from form
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

# transactions receipted

Selects the transactions based on the criteria from form
Uses the gifts for those transactions to select all of the gifts transactions
If gift for the transaction is marked as No Receipt false and the gift date is less than or equal to today's date
If the transaction is not voided and the transaction not linked to a receipt row or linked receipt is already voided AND it is running on a selected gift number or a Batch Number (not annual receipts) OR running annual receipts and gift is marked for annual receipt and if running for approval and gift is marked as receipt approved.
Then quids are checked to validate if the quid amount is covered (see explanation below) and then there must be a signator or a valid contact to receive the receipt.)

# new receipts

Selects the transactions based on the criteria from form
Uses the gifts for those transactions to select all of the gifts transactions
If gift for the transaction is marked as No Receipt false and the gift date is less than or equal to today's date
If the transaction is not voided and the transaction not linked to a receipt row or linked receipt is already voided AND it is running on a selected gift number or a Batch Number (not annual receipts) OR running annual receipts and gift is marked for annual receipt and if running for approval and gift is marked as receipt approved.
Then quids are checked to validate if the quid amount is covered (see explanation below) and then there must be a signator or a valid contact to receive the receipt.)
Count is based on the Signator/Contact to receipt, so if 1 Signator has 3 receipts it is only counted as 1.

Expand

title	Generating Receipt Records

Receipt Records are generated from AQ Receipting Utility, here’s an excerpt from AQ zendesk:

Receipting Lightning Web Component

To 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.

Info

https://support.affinaquest.com/hc/en-us/requests/3662

When running the receipting utility and selecting by batch, it does not skip receipts with annual flag

When selecting by batch, it should select all the items in the batch that have been processed but not receipted. It does not currently skip based on Annual Receipt or Receipt Needs Approval. This is going to have some options in the next release.

Choose Find Transactions to Receipt and you will see the number and total of the receipts to be created.
Then choose Create Receipts.

Info

Note that after creating the receipts, the tab will need to be refreshed (or new window) in order for the records created to be recognized. Otherwise, the tool will keep on fetching the same transactions to be receipted. The reset button just clears out the input boxes. Therefore, if something has changed that needed to be reflected in the Receipting Utility, it is necessary to reload the tool in a new window. Please see attached video for illustration. This has been raised to AQ Zendesk for reference https://affinaquest.zendesk.com/hc/en-us/requests/3997

video1120102716.mp4

Image Added

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.

Image Added

The electronic file will be attached to the Receipt row when issued.

Image Added

Info

How the system fetches “unreceipted” transaction is through the “Receip Number” on Transaction record. Transaction.Receipt Number links the transaction to the receipt, if this field is populated, the utility assumes a receipt has already been generated. Transaction type has to be grant payment or payment. Method can't be soft credit, transfer or service.

Jira Ticket

Jira Legacy

server	System Jira
serverId	e9de0c6d-9ef6-3ada-b4ce-7168c44d7e8a
key	TAP-889

had an issue because the dummy Receipt has been deleted when cleaning up receipts. Because of this, previously receipted transactions are being fetched and included into the new receipt being created.

Note

when we run the receipting by date range it automatically voids all receipts in that date range that are attached to a modified gift. Jira ticket

Jira Legacy

server	System Jira
serverId	e9de0c6d-9ef6-3ada-b4ce-7168c44d7e8a
key	TAP-107

tackles an open issue on receitping where Annual receipt is being receipted by the utility and recurring gift batchs is not being receipted with batch # search.

Apsona MSR - Data Derivation for receipting General Template/Mapping

Some logic were built into the Merge doc template itself. Please see below where the values are being picked from (merge field from document template are mapped to Apsona MSR field). This is technical field mapping.

Merge Document (Doc template)

Jarvis (Apsona) - Field Mapping

Date

«ReceiptDate»

Receipt____AQB__Receipt__c__AQB__ReceiptDate__c

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

Thank you on behalf of the University of Sydney for your donation of «GiftAmount» to support «IF DFN2»«DFN1»«ELSE IF DFN1»«DFN1».«ENDIF»«IF DFN3», «DFN2»«ELSE IF DFN2» and «DFN2».«ENDIF»«IF DFN4», «DFN3»«ELSE IF DFN3», and «DFN3».«ENDIF» «IF DFN5», «DFN4»«ELSE IF DFN4», and «DFN4».«ENDIF»«IF DFN5», and «DFN5».«ENDIF»Please find below your official University tax receipt.

«IF SpecialWording»«SpecialWording»«ELSE»The University of Sydney is a vibrant teaching and research institution dedicated to solving real world problems. Your gift will help us to ignite the potential of our brightest minds. For generations we have recognised the power of education to lead change. With your help, we will continue this tradition of creating a community where individuals and their ideas can flourish.«ENDIF»

"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"
"SpecialWording": "Receipt____USYD_Campaign_Special_Wording__c",

Date

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

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

Received from

«IF USYD_OriginalReceiptName__c»«USYD_OriginalReceiptName__c»«ELSE IF GiftRecognitionCredit»«GiftRecognitionCredit»«ENDIF»

"GiftRecognitionCredit": "Receipt____AQB__GiftId__c___GRC_roll_up__c"
"USYD_OriginalReceiptName__c": "Receipt____USYD_OriginalReceiptName__c"

AQB__GiftId__c.GRC_roll_up__c is updated by

Image Added

Flow: USYD Update Credited Contacts and GRC Rollup (subflow) - V1

Trigger: Gift After Save - V2

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)

List of Apsona MSR for Generating Receipt Document

Note
Apsona items in UAT is not currently synced with Production. remove this warning once they are both synced.

The following are the reports used in generating Receipt Documents

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

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

a2P8v000000008tEAA

N/A

Yes

Reprint Receipt

Reprint Receipts

a2P4a0000000vlaEAA

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

a2P8v0000001UCeEAM

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 (

1

2).docx

Consolidated Receipt

Yes

28 Jun 2023

parametrization of fields

Image Added

Email Consolidated Receipts - No email for review only

a2P8v0000003bEMEAY

N/A

Non Email Consolidated Receipts

No Email Consolidated Receipts

a2P8v000000005VEAQ

N/A

No

Reprint

Receipt

Consolidated Receipts

Consolidated Receipts - Reprint

Receipts

a2P8v000000006dEAA

USYD_

New Standard

Consolidated Receipt Template_Reprint

- Edited - BP

.docx

View file

name	USYD_

New Standard

Consolidated Receipt Template_Reprint

- Edited - BP

(

2

1).docx

N/A

No

Reprint Consolidated Receipts

Consolidated Receipts - Reprint

USYD_Consolidated Receipt Template_Reprint

Dues

Print Dues

a2P4a00000017TiEAI

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

a2P8v0000002knhEAA

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"

0158v0000009nGkAAI

Grant - Acknowledgement - Feb 2023 (3).docx

View file

name

USYD_Consolidated Receipt Template_Reprint

Grant - Acknowledgement - Feb 2023 (3).docx

N/A

No

Dues

Receipt records without Sent Receipts

References:

Yes

Receipt Related Jira Tickets

Jira Legacy

server	System JIRA
columns	key,summary,type,assignee,priority,status
columnIds	issuekey,summary,issuetype,assignee,priority,status
maximumIssues	40
jqlQuery	labels = 'Receipts'
serverId	e9de0c6d-9ef6-3ada-b4ce-7168c44d7e8a

References:

	Link
AQ Receipting Utility	https://affinaquest.zendesk.com/hc/en-us/articles/360050694211-Receipting
Zoom Recording - Apsona Receipt walkthrough with Trevor - 15.10.20	Zoom Recording - Apsona Receipt walkthrough with Trevor - 15.10.20.mp4

Change History

Change History

Version	Old Version 3	New Version Current
Changes made by	rommel.ngo	rommel.ngo
Saved on	Dec 02, 2022	Jan 09, 2025

Versions Compared

Key

Process Diagram

Prerequisite to generate the Receipt

Direct Linked contact scenarios

AQ Receipting Utility - Generating Receipt Records

Data Relevant for receipting

Receipting Lightning Web Component

Apsona MSR - Data Derivation for receipting General Template/Mapping

List of Apsona MSR for Generating Receipt Document

References:

Receipt Related Jira Tickets

References:

Change History

Content Comparison

Versions Compared

Key

Process Diagram

Prerequisite to generate the Receipt

Direct Linked contact scenarios

AQ Receipting Utility - Generating Receipt Records

Data Relevant for receipting

Receipting Lightning Web Component

Apsona MSR - Data Derivation for receipting General Template/Mapping

List of Apsona MSR for Generating Receipt Document

References:

Receipt Related Jira Tickets

References:

Change History