TAPSS-2302-001

Add the field Smart Batch 2.0 to the page layout for Open Batches to allow toggle between Smart Batch 1.0 and 2.0.

GA-PASS

TAPSS-2302-001

Following new fields are added to Batch item page layout

Face Value

• AQB__FaceValue__c

• Currency(9, 4)

• Value of Crypto Currency

• Hash Value

  • AQB__HashValue__c

  • Text(64)

  • Hash Value for Crypto Currency

• Initial Amount Pledged

  • AQB__InitialAmountPledged__c

  • Currency(10, 2)

  • This is the Initial Amount of the Pledge. Voids, write-offs and adding additional transactions to this gift do not change this value.  It is calculated at the time of Batch processing from the total of the Amounts on the Batch Item Transactions with a Type of Pledge.  It can be manual edited after processing but is never updated by the software after processing.

• Redemption Value

  • AQB__RedemptionValue__c

  • Currency(9, 4)

  • Redemption Value for Crypto Currency

• Type of Coin

  • AQB__CoinType__c

  • Picklist (Uses Global Value Set Coin Types)

  • Values (can be added, deleted or changed)

    • Bitcoin

    • Ethereum

    • XRP

    • Dogecoin

    • Unknown

• New Record Type

  • Crypto

GA-PASS

TAPSS-2302-002

Following new fields are added on Batch Item Transaction

• Appraiser's Address

  • AQB__AppraiserAddress__c

  • Text(255)

  • Copied from Batch Item

  • Future use for configurable screens for Personal/Real Property Gifts

• Appraiser's Name

  • AQB__AppraiserName__c

  • Text(200)

  • Copied from Batch Item

  • Future use for configurable screens for Personal/Real Property Gifts

• Hash Value

  • AQB__HashValue__c

  • Text(64)

  • Hash Value for Crypto Currency

• Redemption Value

  • AQB__RedemptionValue__c

  • Currency(9, 4)

  • Redemption Value for Crypto Currency

• Type of Coin

  • AQB__CoinType__c

  • Picklist (Uses Global Value Set Coin Types)

  • Values (can be added, deleted or changed)

    • Bitcoin

    • Ethereum

    • XRP

    • Dogecoin

    • Unknown

GA-PASS

TAPSS-2016-001

SmartBatch 2.0 soft credits on Batch Item Transaction need to adjust Batch Approval Reports

With Smart Batch 2.0, soft credits are going to be created as Batch Item Transactions (soft credit paying down a pledge)

Having so, the Batch Approval Report would not separate the Soft Credits

@rommel.ngo Soft credits not appearing on batch approval report Confirmed it is working

Batch 0078571 - a 2nd row was created in the automated soft credits section only.

Batch Link - https://sydneyuni-adv--uat.sandbox.lightning.force.com/lightning/r/AQB__Batch__c/a0ZBn0000010ziuMAA/view

GA-PASS

2.0 Regression - DEFERRED

All identified requirements will be addressed in V29 upgrade release [TAPSS-2281] AQ Upgrade V 29 - JIRA

TAPSS-2303-001

• Create Smart batch-2.0 for entry type = Pledge

• Make a payment for the pledge

• Make corrections on the pledge

Sarah: @Ana Simic Please review Method in smart batch 2.0 and kindly call out what methods are not available vs smart batch 1.0 for gift team’s operation. We will double check in next version for method availability.

I was able to create a batch, customise the fields showing, enter batch items including pledge payments and soft credits and close the batch. I ran the batch through the receipting utility and successfully generated the receipts through Apsona.

@seonah.choe Batch validation not working.

Unavailable Methods in Smartbatch 2.0:
Personal Property
Real Property

Matching Gift

Matching Gift Payment

Add Transaction to Existing Gift

Convert Gift to Pledge Payment

Consolidated Gift

Gift Date & Gift Credited Date fields in Smart Batch 2.0 missing

Batch Reports that don’t working in Smartbatch 2.0: → Confirm that it is working
Batch Control Verification - Payment

Batch Control Verification - Pledges
Batch Items by Method Buckets
Batch Item Transaction by Method Buckets

Auto batch creation - when we start using smart batch 2.0, we will need to consider which batch to default to when batches are created for credit cards, recurring gifts and iModules.

Tested Methods:
Cheque - PASS
Cash - PASS
Credit cards - batch items are automatically created in smartbatch 1.0. I can change it to smartbatch 2.0 and it retains the batch item but not sure if this is ok or could cause problems.
Recurring Payments - batch items are automatically created in smartbatch 1.0. I can change it to smartbatch 2.0 and it retains the batch item but not sure if this is ok or could cause problems.
ACH - Unable to surface gift date and gift credit date onto smartbatch entry screen when ticked as default on the batch screen. Soft credits not appearing in the batch approval report. Confirmed Working
Pledge - Unable to surface gift date and gift credit date onto smartbatch entry screen when ticked as default on the batch screen. Pledge soft credit rows appearing in batch item transactions on the batch approval report but they are above the actual gift pledge rows. Confirmed Working
Grant - Unable to surface gift date and gift credit date onto smartbatch entry screen when ticked as default on the batch screen.

Bequest/Planned Gift - Unable to surface gift date and gift credit date onto smartbatch entry screen when ticked as default on the batch screen. No page layout configuration available for planned gifts.
Campaign Partners/Soft credit this account - Soft credit data missing from batch approval report.
Void - PASS
Void and add correction - Got an error saying “failed to load opportunities” and the screen is stuck on loading. My gift has not saved yet. Also gift date and gift credit date not appearing at smart batch entry level.

Modification - Multi-step modification: void, pledge correction, add payments back to pledge. PASS
Gift date and gift credited date only appear when you choose to pay down a pledge (where the two tick boxes are already ticked on the batch default level).

Soft Credit - Other Account - Batch approval report missing the soft credit data.
Soft Credit - This Account - Batch approval report missing the soft credit data.
Multi designation gift with soft credit - PASS (is there anyway to make the pledge soft credit just appear once rather than one soft credit for each pledge transaction row?)

3rd Party Pledge Payment - PASS

Mulitple Soft Credits - Not sure how to add multiple soft credits to a gift.