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)
Click Next → Save&Close
Appendix
Proposed to change Page Orientation to Landscape, so that table columns can be increased
