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TAPSS-90 Retain Original Designation Code on Transaction

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As a

GA User

I want to

be able to ensure that we have a record of original COA on transaction

So that

we can trace where we put the money on originally as COA are being moved to different accounts more frequently in the recent times.

 

 

Acceptance Criteria: GIVEN COA codes are changed WHEN Transaction gets' updated THEN we have a record of the original COA code when the transaction was created. AND we should also check historically all transactions where COA could have been updated. check change history on COA then compare changes on linked transactions.

Business Value: Traceability of Gift

GA needs to store COA snapshots, when updating to COA records, there’s a history kept .
Currently process is not very robust - this will uplift and improve the business process

Technical Design/notes:
USYD_Original_Class_Code__c - existing logic

Acceptance criteria:
USYD_Original_Class_Code__c = COA-group One

USYD_Origina_Designation_Account_Number (new field) = COA-grouptwo-Groupthree-Group-four

Add the new field to the page layout and remove the AQB field Designation Account Number

AlainGasquet Polina Nikulina Monica has suggested that if any reports have the AQB_Designation_Account_Number field to be removed and use the new USYD_Original_Designation_Account_Number.

Could you please confirm which report types related to Transaction data are in use so that I can make the new field available.

Technical Design Notes:

  • Create a new Transaction Before Save flow to capture the Original class code to existing field from COA Group one.

  • Created a new field Original Designation Account Number to capture the COA grouptwo-groupthree-groupfour.

  • Removed the field AQB_Designation_Account_Number from the layout and added the new USYD_OriginalDesignationAccountNumber.

  • Deactivate the existing flow “USYD Populate Chart of Accounts in Transaction (subflow)”.

  • And removed the sub-flow call in the main flow “Transaction After Save”.

Test Scenario 1:

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