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TAPSS-2400 Configrations
- jing.xie
- sekar.krishnan
- rommel.ngo
Ensure https://bitbucket.org/sydneyuni/uos-sfdx/branch/TAPSS-2400 is deployed and ‘Soft Credit’ is activated for the
Object AQB__BatchItemTransaction__c
Field - AQB__Method__c
Replace the document ‘BatchApprovalReport (ASOP) 082023.docx’(Prod - https://sydneyuni-adv.my.salesforce.com/0158v000000AoeGAAS) with the below new document.
Document Name | BatchApprovalReport (ASOP) 082023.docx 
| ||
Update the Batch Item Transaction Report below
Add the fields Account Name,Gift/Pledge Number,Anonymous as below
Update Merge Action for Batch Approval Report
Select any one Batch Item → click “Merge/Mail“
Navigate to Record group: SoftCreditsBIT → Find the second Batch Item Transaction under Batch Item Transaction Reports in Data source
Map additional fiels as per the SoftCredits section (Date, Amount, Designation, Designation Number)
Under Linkage
Under Record Group: Transaction.
Update the Filter
Update the Linkage
Click Next → Save&Close
Appendix
Proposed to change Page Orientation to Landscape, so that table columns can be increased