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Object: AQB__Receipt__c
- praveen.sampath
Analytics
Fields
Name | Label | Type | Description |
|---|---|---|---|
Id | Record ID | ID |
|
OwnerId | Owner ID | LOOKUP |
|
IsDeleted | Deleted | CHECKBOX |
|
Name | Receipt Number | AUTO NUMBER |
|
CreatedDate | Created Date | DATETIME |
|
CreatedById | Created By ID | LOOKUP |
|
LastModifiedDate | Last Modified Date | DATETIME |
|
LastModifiedById | Last Modified By ID | LOOKUP |
|
SystemModstamp | System Modstamp | DATETIME |
|
LastActivityDate | Last Activity Date | DATE |
|
LastViewedDate | Last Viewed Date | DATETIME |
|
LastReferencedDate | Last Referenced Date | DATETIME |
|
AQB__AccountId__c | Account | LOOKUP | The Account for the Contact with legal credit for the Gift/Pledge. |
AQB__Amount__c | Amount | CURRENCY(10,2) | The amount of the Gift/Pledge that is included on this receipt. |
AQB__AnnualReceipt__c | Annual Receipt | CHECKBOX | Indicates that this is a consolidated receipt for the payments that were made on this Gift/Pledge during the calendar year. |
AQB__AnnualTotal__c | Annual Total | CURRENCY(10,2) | For annual receipts, this is the total receipted amount for the payments that were made this calendar year - up to and including this receipt. |
AQB__AppraiserAddress__c | Appraiser's Address | TEXT(255) | The address of the appraiser who assigned the value for the Gift/Pledge donation of real or personal property. |
AQB__AppraiserName__c | Appraiser's Name | TEXT(200) | The name of the appraiser who assigned the value for the Gift/Pledge donation of real or personal property. |
AQB__ApproveReceipt__c | Receipt Needs Approval | CHECKBOX | If checked, approval is needed to issue the receipt. |
AQB__ContactId__c | Contact | LOOKUP | The Contact with legal credit for the Gift/Pledge. |
AQB__EligibleAmount__c | Eligible Amount | FORMULA (CURRENCY)(16,2) | The eligible amount of the receipted amount for tax purposes. |
AQB__GiftDate__c | Gift Date | DATE | The date that the Gift/Pledge was received. |
AQB__GiftId__c | Gift/Pledge Number | LOOKUP | The Gift/Pledge for which this receipt was created. |
AQB__Issued__c | Issued | FORMULA (CHECKBOX) | Indicates that the receipt was issued to the donor. |
AQB__OwnerUnit__c | Owner Unit | PICKLIST | Designates the Unit of the User that created this record. This field is intended for use in creating Sharing Rules for the purpose of controlling access to the record. |
AQB__PropertyDescription__c | Property Description | TEXT AREA (LONG)(2000) | If the Gift/Pledge is tendered by real or personal property, this describes the property donation. |
AQB__QuidDescription__c | Quid Description | TEXT AREA (LONG)(450) | Describes the Quid that was received as a result of the Gift/Pledge. |
AQB__QuidValue__c | Quid Value | CURRENCY(10,2) | The value of the Quid that was received as a result of the Gift/Pledge. |
AQB__ReceiptCount__c | Number of Receipts Issued | NUMBER(10,0) | The number of times that this receipt was issued to the donor. |
AQB__ReceiptDate__c | Receipt Date | DATE | The date that the receipt was created. |
AQB__ReceiptJobId__c | Receipt Job | LOOKUP | The link to the Receipting job that generated this receipt. |
AQB__TransactionCount__c | Number of Transactions on Receipt | NUMBER(10,0) | The number of Transactions for this Gift/Pledge that are included on this receipt. |
AQB__VoidDate__c | Voided Date | DATE | Date that the receipt was voided. |
AQB__VoidNote__c | Void Note | TEXT AREA (LONG)(32000) | The reason why the Receipt was voided. |
AQB__Voided__c | Voided | CHECKBOX | Indicates that this receipt was voided. |
Acknowledgement_type__c | Acknowledgement type | FORMULA (TEXT)(1300) |
|
USyd_Hand_Deliver_Receipt__c | Hand Deliver Receipt | FORMULA (CHECKBOX) | This field is checked if a gift officer has requested on the credited opportunity to hand-deliver the receipt. |
USYD_Address_City__c | Address City | TEXT(255) | USYD_Custom. Used in receipting. |
USYD_Address_Country__c | Address Country | TEXT(255) | USYD_Custom. Used in receipting. |
USYD_Address_StateProvince__c | Address State/Province | TEXT(255) | USYD_Custom. Used in receipting. |
USYD_Address_Street__c | Address Street | TEXT(255) | USYD_Custom. Used in receipting. |
USYD_Address_Zip_Postal_Code__c | Address Zip/Postal Code | TEXT(15) | USYD_Custom. Used in receipting. |
USYD_Campaign_Special_Wording__c | Campaign Special Wording | TEXT AREA (LONG)(1000) | USYD_Custom. Used in receipting. |
USYD_Gift_Date__c | Gift Date | DATE | USYD_Custom. Used in receipting. |
USYD_Transaction_1_DFN__c | Transaction 1 DFN | TEXT(255) | USYD_Custom. Used in receipting. |
USYD_Transaction_1_School__c | Transaction 1 School | TEXT(255) | USYD_Custom. Used in receipting. |
USYD_Transaction_2_DFN__c | Transaction 2 DFN | TEXT(255) | USYD_Custom. Used in receipting. |
USYD_Transaction_2_School__c | Transaction 2 School | TEXT(255) | USYD_Custom. Used in receipting. |
USYD_Transaction_3_DFN__c | Transaction 3 DFN | TEXT(255) | USYD_Custom. Used in receipting. |
USYD_Transaction_3_School__c | Transaction 3 School | TEXT(255) | USYD_Custom. Used in receipting. |
USYD_Transaction_4_DFN__c | Transaction 4 DFN | TEXT(255) | USYD_Custom. Used in receipting. |
USYD_Transaction_4_School__c | Transaction 4 School | TEXT(255) | USYD_Custom. Used in receipting. |
USYD_Transaction_5_DFN__c | Transaction 5 DFN | TEXT(255) | USYD_Custom. Used in receipting. |
USYD_Transaction_5_School__c | Transaction 5 School | TEXT(255) | USYD_Custom. Used in receipting. |
USYD_Transaction_COA_Acc_Num_Roll_Up__c | Transaction COA Acc Num Roll-Up | TEXT(255) | USYD_Custom. Used in receipting. |
USYD_Transaction_COA_Code_Roll_Up__c | Transaction COA Code Roll-Up | TEXT(255) | USYD_Custom. Used in receipting. |
USYD_Transaction_School_Roll_Up__c | Transaction School Roll-Up | TEXT(255) | USYD_Custom. Used in receipting. |
AQC_Receipt_Email__c | Receipt Email | FORMULA (TEXT)(1300) | AQC_Custom. Used in receipting. |
USYD_Account_Address_Temporary__c | Account Address Temporary | FORMULA (TEXT)(1300) | This is just a temporary field and has to be deleted once the flow that updates the address in receipts when the account address is updated is done. |
USYD_Address_Has_Been_Updated__c | Address Has Been Updated | CHECKBOX | This is used in the Address update flow for receipting. |
USYD_Sent_Date__c | Sent Date | DATE | Date when the receipt is sent out to the person |
USYD_Print_Date__c | Print Date | DATE | Date when the receipt is printed out (Ideally same as report run date) |
Usyd_Receipt_CC_Email__c | Receipt CC Email | CC email address for receipt to be emailed. | |
Receipt_On_Hold_Reason__c | Receipt On Hold Reason | TEXT AREA (LONG)(1000) | This field will contain the reason why the receipt is on hold. |
USYD_OriginalReceiptName__c | Original Receipt Name | TEXT(255) | Original Receipt Name captured during creation of Receipt |
Validation rules
Name | Label |
|---|---|
Amount_Changed | Amount_Changed |
Annual_Receipt_Flag_Changed | Annual_Receipt_Flag_Changed |
Annual_Total_Changed | Annual_Total_Changed |
Appraiser_Address_Change | Appraiser_Address_Change |
Appraiser_Name_Change | Appraiser_Name_Change |
Approve_Receipt_Change | Approve_Receipt_Change |
Donor_Contact_Changed | Donor_Contact_Changed |
Gift_Account_Trans_Count_Changed | Gift_Account_Trans_Count_Changed |
Gift_Date_Changed | Gift_Date_Changed |
Property_Description_Change | Property_Description_Change |
Quid_Description_Changed | Quid_Description_Changed |
Quid_Value_Changed | Quid_Value_Changed |
Receipt_Date_Change | Receipt_Date_Change |
Voided_Receipt_Requires_a_Void_Date | Voided_Receipt_Requires_a_Void_Date |
Triggers
Name | Label |
|---|---|
ReceiptTrigger | AQB.ReceiptTrigger |
Fields Details
Name | Id |
Label | Record ID |
Type | ID |
Required | Yes |
Name | OwnerId |
Label | Owner ID |
Type | LOOKUP |
Foreign key | Yes |
Required | Yes |
Name | IsDeleted |
Label | Deleted |
Type | CHECKBOX |
Required | Yes |
Default value | false |
Name | Name |
Label | Receipt Number |
Type | AUTO NUMBER |
Required | Yes |
Name | CreatedDate |
Label | Created Date |
Type | DATETIME |
Required | Yes |
Name | CreatedById |
Label | Created By ID |
Type | LOOKUP |
Foreign key | Yes |
Required | Yes |
Name | LastModifiedDate |
Label | Last Modified Date |
Type | DATETIME |
Required | Yes |
Name | LastModifiedById |
Label | Last Modified By ID |
Type | LOOKUP |
Foreign key | Yes |
Required | Yes |
Name | SystemModstamp |
Label | System Modstamp |
Type | DATETIME |
Required | Yes |
Name | LastActivityDate |
Label | Last Activity Date |
Type | DATE |
Name | LastViewedDate |
Label | Last Viewed Date |
Type | DATETIME |
Name | LastReferencedDate |
Label | Last Referenced Date |
Type | DATETIME |
Name | AQB__AccountId__c |
Label | Account |
Type | LOOKUP |
Foreign key | Yes |
Help Text | The Account for the Contact with legal credit for the Gift/Pledge. |
Description | The Account for the Contact with legal credit for the Gift/Pledge. |
Name | AQB__Amount__c |
Label | Amount |
Type | CURRENCY(10,2) |
Help Text | The amount of the Gift/Pledge that is included on this receipt. |
Description | The amount of the Gift/Pledge that is included on this receipt. |
Name | AQB__AnnualReceipt__c |
Label | Annual Receipt |
Type | CHECKBOX |
Required | Yes |
Help Text | Indicates that this is a consolidated receipt for the payments that were made on this Gift/Pledge during the calendar year. |
Default value | false |
Description | Indicates that this is a consolidated receipt for the payments that were made on this Gift/Pledge during the calendar year. |
Name | AQB__AnnualTotal__c |
Label | Annual Total |
Type | CURRENCY(10,2) |
Help Text | For annual receipts, this is the total receipted amount for the payments that were made this calendar year - up to and including this receipt. |
Default value | 0 |
Description | For annual receipts, this is the total receipted amount for the payments that were made this calendar year - up to and including this receipt. |
Name | AQB__AppraiserAddress__c |
Label | Appraiser's Address |
Type | TEXT(255) |
Help Text | The address of the appraiser who assigned the value for the Gift/Pledge donation of real or personal property. |
Description | The address of the appraiser who assigned the value for the Gift/Pledge donation of real or personal property. |
Name | AQB__AppraiserName__c |
Label | Appraiser's Name |
Type | TEXT(200) |
Help Text | The name of the appraiser who assigned the value for the Gift/Pledge donation of real or personal property. |
Description | The name of the appraiser who assigned the value for the Gift/Pledge donation of real or personal property. |
Name | AQB__ApproveReceipt__c |
Label | Receipt Needs Approval |
Type | CHECKBOX |
Required | Yes |
Help Text | If checked, approval is needed to issue the receipt. |
Default value | false |
Description | If checked, approval is needed to issue the receipt. |
Name | AQB__ContactId__c |
Label | Contact |
Type | LOOKUP |
Foreign key | Yes |
Help Text | The Contact with legal credit for the Gift/Pledge. |
Description | The Contact with legal credit for the Gift/Pledge. |
Name | AQB__EligibleAmount__c |
Label | Eligible Amount |
Type | FORMULA (CURRENCY)(16,2) |
Help Text | The eligible amount of the receipted amount for tax purposes. |
Description | The eligible amount of the receipted amount for tax purposes. |
Name | AQB__GiftDate__c |
Label | Gift Date |
Type | DATE |
Help Text | The date that the Gift/Pledge was received. |
Description | The date that the Gift/Pledge was received. |
Name | AQB__GiftId__c |
Label | Gift/Pledge Number |
Type | LOOKUP |
Foreign key | Yes |
Help Text | The Gift/Pledge for which this receipt was created. |
Description | The Gift/Pledge for which this receipt was created. |
Name | AQB__Issued__c |
Label | Issued |
Type | FORMULA (CHECKBOX) |
Required | Yes |
Help Text | Indicates that the receipt was issued to the donor. |
Description | Indicates that the receipt was issued to the donor. |
Name | AQB__OwnerUnit__c |
Label | Owner Unit |
Type | PICKLIST |
Help Text | Designates the Unit of the User that created this record. This field is intended for use in creating Sharing Rules for the purpose of controlling access to the record. |
Picklist values | Advancement Services |
Description | Designates the Unit of the User that created this record. This field is intended for use in creating Sharing Rules for the purpose of controlling access to the record. |
Name | AQB__PropertyDescription__c |
Label | Property Description |
Type | TEXT AREA (LONG)(2000) |
Help Text | If the Gift/Pledge is tendered by real or personal property, this describes the property donation. |
Description | If the Gift/Pledge is tendered by real or personal property, this describes the property donation. |
Name | AQB__QuidDescription__c |
Label | Quid Description |
Type | TEXT AREA (LONG)(450) |
Help Text | Describes the Quid that was received as a result of the Gift/Pledge. |
Description | Describes the Quid that was received as a result of the Gift/Pledge. |
Name | AQB__QuidValue__c |
Label | Quid Value |
Type | CURRENCY(10,2) |
Help Text | The value of the Quid that was received as a result of the Gift/Pledge. |
Default value | 0 |
Description | The value of the Quid that was received as a result of the Gift/Pledge. |
Name | AQB__ReceiptCount__c |
Label | Number of Receipts Issued |
Type | NUMBER(10,0) |
Help Text | The number of times that this receipt was issued to the donor. |
Default value | 0 |
Description | The number of times that this receipt was issued to the donor. |
Name | AQB__ReceiptDate__c |
Label | Receipt Date |
Type | DATE |
Help Text | The date that the receipt was created. |
Description | The date that the receipt was created. |
Name | AQB__ReceiptJobId__c |
Label | Receipt Job |
Type | LOOKUP |
Foreign key | Yes |
Help Text | The link to the Receipting job that generated this receipt. |
Description | The link to the Receipting job that generated this receipt. |
Name | AQB__TransactionCount__c |
Label | Number of Transactions on Receipt |
Type | NUMBER(10,0) |
Help Text | The number of Transactions for this Gift/Pledge that are included on this receipt. |
Description | The number of Transactions for this Gift/Pledge that are included on this receipt. |
Name | AQB__VoidDate__c |
Label | Voided Date |
Type | DATE |
Help Text | Date that the receipt was voided. |
Description | Date that the receipt was voided. |
Name | AQB__VoidNote__c |
Label | Void Note |
Type | TEXT AREA (LONG)(32000) |
Help Text | The reason why the Receipt was voided. |
Description | The reason why the Receipt was voided. |
Name | AQB__Voided__c |
Label | Voided |
Type | CHECKBOX |
Required | Yes |
Help Text | Indicates that this receipt was voided. |
Default value | false |
Description | Indicates that this receipt was voided. |
Name | Acknowledgement_type__c |
Label | Acknowledgement type |
Type | FORMULA (TEXT)(1300) |
Name | USyd_Hand_Deliver_Receipt__c |
Label | Hand Deliver Receipt |
Type | FORMULA (CHECKBOX) |
Required | Yes |
Help Text | This field is checked if a gift officer has requested on the credited opportunity to hand-deliver the receipt. |
Description | This field is checked if a gift officer has requested on the credited opportunity to hand-deliver the receipt. |
Name | USYD_Address_City__c |
Label | Address City |
Type | TEXT(255) |
Description | USYD_Custom. Used in receipting. |
Name | USYD_Address_Country__c |
Label | Address Country |
Type | TEXT(255) |
Description | USYD_Custom. Used in receipting. |
Name | USYD_Address_StateProvince__c |
Label | Address State/Province |
Type | TEXT(255) |
Description | USYD_Custom. Used in receipting. |
Name | USYD_Address_Street__c |
Label | Address Street |
Type | TEXT(255) |
Description | USYD_Custom. Used in receipting. |
Name | USYD_Address_Zip_Postal_Code__c |
Label | Address Zip/Postal Code |
Type | TEXT(15) |
Description | USYD_Custom. Used in receipting. |
Name | USYD_Campaign_Special_Wording__c |
Label | Campaign Special Wording |
Type | TEXT AREA (LONG)(1000) |
Description | USYD_Custom. Used in receipting. |
Name | USYD_Gift_Date__c |
Label | Gift Date |
Type | DATE |
Help Text | This is the gift date to use for receipting. |
Description | USYD_Custom. Used in receipting. |
Name | USYD_Transaction_1_DFN__c |
Label | Transaction 1 DFN |
Type | TEXT(255) |
Description | USYD_Custom. Used in receipting. |
Name | USYD_Transaction_1_School__c |
Label | Transaction 1 School |
Type | TEXT(255) |
Description | USYD_Custom. Used in receipting. |
Name | USYD_Transaction_2_DFN__c |
Label | Transaction 2 DFN |
Type | TEXT(255) |
Description | USYD_Custom. Used in receipting. |
Name | USYD_Transaction_2_School__c |
Label | Transaction 2 School |
Type | TEXT(255) |
Description | USYD_Custom. Used in receipting. |
Name | USYD_Transaction_3_DFN__c |
Label | Transaction 3 DFN |
Type | TEXT(255) |
Description | USYD_Custom. Used in receipting. |
Name | USYD_Transaction_3_School__c |
Label | Transaction 3 School |
Type | TEXT(255) |
Description | USYD_Custom. Used in receipting. |
Name | USYD_Transaction_4_DFN__c |
Label | Transaction 4 DFN |
Type | TEXT(255) |
Description | USYD_Custom. Used in receipting. |
Name | USYD_Transaction_4_School__c |
Label | Transaction 4 School |
Type | TEXT(255) |
Description | USYD_Custom. Used in receipting. |
Name | USYD_Transaction_5_DFN__c |
Label | Transaction 5 DFN |
Type | TEXT(255) |
Description | USYD_Custom. Used in receipting. |
Name | USYD_Transaction_5_School__c |
Label | Transaction 5 School |
Type | TEXT(255) |
Description | USYD_Custom. Used in receipting. |
Name | USYD_Transaction_COA_Acc_Num_Roll_Up__c |
Label | Transaction COA Acc Num Roll-Up |
Type | TEXT(255) |
Description | USYD_Custom. Used in receipting. |
Name | USYD_Transaction_COA_Code_Roll_Up__c |
Label | Transaction COA Code Roll-Up |
Type | TEXT(255) |
Description | USYD_Custom. Used in receipting. |
Name | USYD_Transaction_School_Roll_Up__c |
Label | Transaction School Roll-Up |
Type | TEXT(255) |
Description | USYD_Custom. Used in receipting. |
Name | AQC_Receipt_Email__c |
Label | Receipt Email |
Type | FORMULA (TEXT)(1300) |
Help Text | If the Contact email is blank or the Account is not a household, this will display the Account email, otherwise it will display the Contact email. |
Description | AQC_Custom. Used in receipting. |
Name | USYD_Account_Address_Temporary__c |
Label | Account Address Temporary |
Type | FORMULA (TEXT)(1300) |
Help Text | This is just a temporary field and has to be deleted once the flow that updates the address in receipts when the account address is updated is done. |
Description | This is just a temporary field and has to be deleted once the flow that updates the address in receipts when the account address is updated is done. |
Name | USYD_Address_Has_Been_Updated__c |
Label | Address Has Been Updated |
Type | CHECKBOX |
Required | Yes |
Default value | false |
Description | This is used in the Address update flow for receipting. |
Name | USYD_Sent_Date__c |
Label | Sent Date |
Type | DATE |
Description | Date when the receipt is sent out to the person |
Name | USYD_Print_Date__c |
Label | Print Date |
Type | DATE |
Description | Date when the receipt is printed out (Ideally same as report run date) |
Name | Usyd_Receipt_CC_Email__c |
Label | Receipt CC Email |
Type | |
Help Text | Enter cc email address here if required. |
Description | CC email address for receipt to be emailed. |
Name | Receipt_On_Hold_Reason__c |
Label | Receipt On Hold Reason |
Type | TEXT AREA (LONG)(1000) |
Help Text | This field captures the receipt on hold reason, do not manually override the text. |
Description | This field will contain the reason why the receipt is on hold. |
Name | USYD_OriginalReceiptName__c |
Label | Original Receipt Name |
Type | TEXT(255) |
Help Text | Original Receipt Name captured during creation of Receipt |
Description | Original Receipt Name captured during creation of Receipt |