2023-11-23 AQ Consultation Session 7

Issue with Pledge Correction Batch

• we discussed the issues with Priscila

• Philip Bushell Grant

  • grant transactions duplicated

• Pamela Joy Pledge

  • payment was voided but did not transfer from holding

  • there was failed log but the batch closed

  • Priscila suspects other flows that are going on that were updating stuff at the same time we were trying to close the batch

• recommendation was to delete the erroneous transactions and realign the correct figures.

• we tried to replicate the issue in UAT. But when we did the pledge correction batch it did not duplicate.

https://sydneyuni.atlassian.net/browse/TAPSS-1752

https://sydneyuni.atlassian.net/browse/TAPSS-1753

Pledge Write off Utility

• Build a report to have a list of Gift/Pledge numbers of pledges we want to write off. This will write off the whole pledge. if we want to void just specific transaction then include transaction on the report.

• export the report into CSV

• dataloader into “Batch Pledge write off”, use upsert

• go into Pledge Write off Utility and click verify write off

• write off notation is applied to all, so we need group them by the write off notation when we process them

• we still haven't figure out the approval process.

• when running the pledge writeoff we hit the “Update Designation” flow error.

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Challenged Gifts

• They have a challenge campaign and there is a lookup on campaign to the Challenge Donor - Donor initiated rather than University challenge initiated

• one campaign for each challenge donor

• when gifts are coming in, how do we know we use the challenge appeal? as the gifts coming in also have their own appeal and we don’t want to lose that data

• postponed discussion of challenged gift to 2oth Nov

Covering Account

• The-Ho shared discussed the migration that we did from advance.

• we were looking at some data (i.e. Atlassian) but the “Related Account Receive Soft Credit” on affiliation is not ticked. We don’t know if this was reset because we don’t have history tracking for that field.

• we still don’t know what to do with some accounts from Advance where there are more than one contact on a household we only need to associate the soft credit to one contact.

• we have award gift credit on affiliation object (account to contact relationship)

• we are having issue in smartbatch where LC is 0%.

  Open

  

• we updated the LC% to 100 but left the LC amount to 0

• the resulting gift still gave GRC where LC amount is not zero

https://sydneyuni.atlassian.net/browse/TAPSS-1014