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TAP Receipting Blueprint

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Generating Receipt Records

 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.

  1. Choose Find Transactions to Receipt and you will see the number and total of the receipts to be created.

  2. Then choose Create Receipts.

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.

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

Data Derivation for receipting

Merge Document

Jarvis

Date

ReceiptDate

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"

Salutation

Body

Date

if Pledge

LastPaymentDate

else

GiftDate

Receipt__value__USYD_Gift_Date__c

Receipt__value__AQB__GiftDate__c

Received from

GiftRecognitionCredit

Gift/Pledge Number.GRC roll-up

Flow: Gift Pledge Update - V6

Trigger: Gift/Pledge Created or Edited

If GRC exist:

concatenate contacts’:

Contact.Receipt Name

or

Contact.FirstName Contact.LastName

else:

Account.Account Name

Gift Pledge Update - V6

Amount

GiftAmount

Receipt____AQB__Amount__c

Receipt

ReceiptNum

Receipt____Name

COADesignation

Receipt____USYD_Transaction_COA_Acc_Num_Roll_Up__c

Generating Receipt Document

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

Generate Email and Attach to Record

"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"

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

If Receipt.Acknowledgement type

Research Grant

Non Research Grant

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:

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

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