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TAP Receipting Blueprint

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Generating Receipt Records

Data Relevant for receipting

Generating Receipt Document

The following are the reports used in generating Receipt Documents

Apsona Multi Step Report

Merge Action

Document Template

Email Template

Salutation Calculation field

Change History / Comments

Receipt - Email

Generate Email and Attach to Record

USYD_New Standard Receipt Template - Aug 26th _ 2022.docx

Email Receipt

Yes

AVE-176 - Getting issue details... STATUS

  • 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 amerge 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

N/A

Yes

Consolidated Receipts - Email

Email Consolidated Receipts

USYD_Consolidated Receipt Template_Updated.docx

Consolidated Receipt

Yes

Non Email Consolidated Receipts

No Email Consolidated Receipts

N/A

No

Reprint Receipt

Reprint Receipts

USYD_New Standard Receipt Template_Reprint - Edited - BP.docx

N/A

No

Reprint Consolidated Receipts

Consolidated Receipts - Reprint

USYD_Consolidated Receipt Template_Reprint.docx

N/A

No

Dues

Receipt records without Sent Receipts

References:

Zoom Recording - Apsona Receipt walkthrough with Trevor - 15.10.20

Zoom Recording - Apsona Receipt walkthrough with Trevor - 15.10.20.mp4

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