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TAP-16 AQ GA Training 2023

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Error rendering macro 'content-report-table' : At least one 'must', 'should' or 'mustNot' query parameter needs to be supplied.

Proposed Timeline

Feb2023MarAprMayJunJulAugSepOctNovDecHogwarts Peoplesoft UpgradeMarkerMarkerOnline Payment…
Plan
Jarvis AQ Version

Proposed Time (TBC)

EOFY gift processing

End of year gift processing

V21 to V24 AQ upgrade

Sources

AQ GA Spreadsheet

Resourcing Request Spreadsheet

AQ Consultation Tasks AQ Consultation (GA) with Priscila 2023

DescriptionDue dateAssigneeTask appears on
Priscila Tello-Vela2023-12-11 AQ Consultation Session 12
Priscila Tello-Vela2023-12-11 AQ Consultation Session 12
  • Modify our pledge reminder to read the original currency amount
 2023-12-11 AQ Consultation Session 12
  • Priscila Tello-Vela to provide some guides/recommendations on how to setup chatter and notifications effectively
 Priscila Tello-Vela2023-12-11 AQ Consultation Session 12
Priscila Tello-Vela2023-12-11 AQ Consultation Session 12
Priscila Tello-Vela2023-12-11 AQ Consultation Session 12
Yeng Sembrano2023-12-11 AQ Consultation Session 12
  • where is 100 LC is used in reporting
 2023-12-08 AQ Consultation Session 11
  • Priscila Tello-Vela going to create a flow chart of possible solutions depending on the type of challenge gift model. (i.e. 500 moved to all other designations that donors have given to and to different appeals)
 Priscila Tello-Vela2023-12-08 AQ Consultation Session 11
  • run a data integrity report to see how many organisations currently have legal credit on a contact?
 2023-12-08 AQ Consultation Session 11
  • USYD - to check what is “Account Address Temporary” on receipt object
 2023-10-26 AQ Consultation Session 1
  • Priscila Tello-Vela was to attend Apsona meeting and give us feedback. Ask about the enhancement request we made earlier.
 Priscila Tello-Vela2023-10-26 AQ Consultation Session 1
Priscila Tello-Vela2023-10-26 AQ Consultation Session 1
  • Lockdown the new field Initial Amount Pledge to only GA as other users shouldn’t be able to mock around with this snapshot value
 2023-12-01 AQ Consultation Session 10
  • modify batch approval report to bring in the do not receive from the pledge if payment against a pledge
 2023-12-01 AQ Consultation Session 10
  • decimal discrepancies raise as bug via zendesk ticket
 2023-12-01 AQ Consultation Session 10
  • USYD to share scenarios what we would use giving summaries for
 2023-12-01 AQ Consultation Session 10
  • Priscila Tello-Vela to share some best practices on giving summaries and how we can leverage on this feature
 Priscila Tello-Vela2023-12-01 AQ Consultation Session 10
  • Priscila Tello-Vela create a summary definition that is looking at tax recognition credit accross all contacts in account, to see their total tax year giving. Also, confirm if summary definition can be run on custom objects, and how to configure
 Priscila Tello-Vela2023-12-01 AQ Consultation Session 10
Priscila Tello-Vela2023-11-30 AQ Consultation Session 9
  • clean up the receipt object layout (remove fields that we are not using anymore)
 2023-11-30 AQ Consultation Session 9
Priscila Tello-Vela2023-11-30 AQ Consultation Session 9
rommel.ngo2023-11-30 AQ Consultation Session 9
  • Priscila Tello-Vela to provide how the totals are being calculated on smartbatch 2.0 gift entry screen
 Priscila Tello-Vela2023-11-29 AQ Consultation Session 8
  • setup a session for LL-Currency training, cover pledges and pledge payments, and Priscila to review/test if it transfer the stamp to the modified transaction if we do batch correction.
 2023-11-29 AQ Consultation Session 8
  • Check how VSE Category on transaction is being populated for organistion
 2023-11-29 AQ Consultation Session 8
Priscila Tello-Vela2023-11-29 AQ Consultation Session 8
  • Priscila Tello-Vela to investigate error encountered in AQ org when testing adding scheduled to pledge correction batch
 Priscila Tello-Vela2023-11-29 AQ Consultation Session 8
  • Priscila Tello-Vela to inquire if this part of the rollout - gift date on gift correction batch when adding new schedule
 Priscila Tello-Vela2023-11-29 AQ Consultation Session 8
  • Priscila Tello-Vela to inquire about the rollout of this request - pledge correction enhancement about modifying paid pledges and bulk entry enhancement
 Priscila Tello-Vela2023-11-29 AQ Consultation Session 8
  • Priscila Tello-Vela to inquire about the rollout of this request - pledge correction enhancement about reference id not copying across
 Priscila Tello-Vela2023-11-29 AQ Consultation Session 8
Priscila Tello-Vela2023-11-29 AQ Consultation Session 8
  • Priscila Tello-Vela to check if fixed in release 26, Issue on Gift Date when creating Pledge and Payment in one batch if using the Gift Date override
 Priscila Tello-Vela2023-11-29 AQ Consultation Session 8
  • Priscila Tello-Vela to review how to improve the process of modifying third party payment against pledge
 Priscila Tello-Vela2023-11-29 AQ Consultation Session 8
  • Priscila Tello-Vela - add training on third party payments. This is part of the issue with method being pledge soft credit, and if soft credit is modified, it does not fix the original gift.
 Priscila Tello-Vela2023-11-29 AQ Consultation Session 8
  • after pledge write off utility runs we need to update the pledge status
 2023-11-23 AQ Consultation Session 7
  • suggestion is to have a dependent field against Pledge status “Pending Review” to ask for reason so that we can group them together in report and when we do mass writeoff we can process them in their respective write off notation
 2023-11-23 AQ Consultation Session 7
Priscila Tello-Vela2023-11-23 AQ Consultation Session 7
  • Priscila Tello-Vela to check that there was a flow error on “Transaction Before Save” when we turnned off the AQ flow when doing pledg write off utility
 Priscila Tello-Vela2023-11-23 AQ Consultation Session 7
  • Pending discussion of USYD challenged gift scenario
 2023-11-23 AQ Consultation Session 7

Considerations:

  • AQ version upgrade ( 4 versions to update)

  • Hogwarts (Spend Plan) go-live – planned 26/02 (TBC)

  • Wellbeing Release 2 – planned end of Q2

  • PeopleSoft upgrade - planned 15/05 (may impact if there are additional delays)

  • Timings for work: Monica (Gift Administration) advised to avoid scheduling work during these periods:

    • Q2 (Monica needs to respond to an internal audit)

    • November

    • December

  • Suggested timing for work:  July- August - @Monica Kluegel @Apirami Kumaradevan can you think of anything from the roadmap priorities that may conflict? (e.g. COA, Opportunity to gift/spend work).

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