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EOFY Support

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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

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

Actual EOFY Support

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:

https://sydneyuni-adv.lightning.force.com/lightning/o/AQB__UtilityLog__c/list?filterName=00B8v000000Ubc4EAC 

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