Errors Encountered last Jul 6, 2023
1st Run Error:
https://sydneyuni-adv.lightning.force.com/lightning/r/AQB__UtilityLog__c/a1w8v000000FPT0AAO/view
Offending PB:
Automate task for GA for Pledge v2
Note: once receipting is done, we need to create the task manually . Use this query to get those gifts that needs to have the task created
SELECT ID, NAME, createddate, AQB__GIFT__R.USyd_Pledge_Status__c, AQB__GIFT__R.Name FROM AQB__Transaction__c WHERE DAY_ONLY(CREATEDDATE)>=2022-07-01 AND DAY_ONLY(CREATEDDATE)<=2023-06-30 and AQB__Voided__c=FALSE AND AQB__Receipt__c='' AND AQB__GIFT__R.USyd_Pledge_Status__c='Pending Review'
2nd Run Error:
https://sydneyuni-adv.lightning.force.com/lightning/r/AQB__UtilityLog__c/a1w8v000000FPngAAG/view
Offending PB:
“Description - HOLD RECEIPT v4
3rd Run Error:
https://sydneyuni-adv.lightning.force.com/lightning/r/AQB__UtilityLog__c/a1w8v000000FQRCAA4/view
Offending Flow:
AQC Donor Contact Type Auto-Updater v2
As interim, we turned OFF those PB and flow while Monica is running the receipting on this page
NOTE: MS should not create receipts
https://sydneyuni-adv.lightning.force.com/lightning/n/Receipting
...
Use this to query the created Receipt Job (parent of Receipt record). We did deletion scenario today, but should be confirmed with Rommel first before deleting the receipt job record which holds the partially generated receipts
select id, name, createddate, createdby.name from AQB__ReceiptJobs__c where day_only(createddate)>=2023-07-06
CHECK UTILITY LOGS:
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TAPSS - EOFY Issues (Receipting 06-Jul to 07-Jul-2023 Run)
CONSOLIDATED RECEIPTING
KT Date: July 7, 2023
Fer Catapang, Bob Alicante, Sid Garcia, Rommel Ngo, Ana Simic
Reference:
GA Consolidated Receipts EOFY Process
Run every 7th of July
Filter: July 1 2022 up to Jun 30, 2023
Dump result in excel
Do a pivot f Transaction Amount
Run the receipting utility month by month and match it against the value in excel
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Run the Receipting
Person who ran the receipt will receive the email
You cant run new receipting while there’s an active receipt running in the background
Monitor voided receipts, list them down and update the RECEIPT Data
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It will create the Receipt records, print the consolidated reports
Main reports: