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BDE Components

Setup Settings

Go to Setup | Session Settings | Enable Content Delivery Network (CDN)

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and ensure the tickbox is selected.

User Interface

If some of the components in the Batch Donation Entries are not showing, you can show them by following these steps.

  1. Go to Batch Donation Entries tab.

  2. Select any records in the list.

  3. Click the settings cog icon and select “Edit Page” the Edit Page option. It will redirect to another page. Then, load the Lightning record page layout where you can see the which Lightning Components

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  1. are available to use.

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  1. To find Search the components that you want to show, just search it in the

Search Components field.

  1. Components that needs to be shown by going to the Lightning Components search bar

  2. Ensure the following Components are displayed in the Batch Donation Entries tab are: 

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    1. New BDE Item Form

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    1. BDE Items Summary

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    1. BDE Items Related List

  2. Search for the components in the search bar and drag it in the centerthem onto the centre component, and Save. Click the Save button when done. 

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Show BDE Barcode Field in BDE UI

The BDE Barcode will only be visible if the toggle is enabled in the settings. Go to ProntoGiving Settings | Donation | Settings | Barcode aBarcode.      Enable the toggle.

Required Custom Fields

Please create Create the following fields under the BDE Item object before creating the BDE Templates and Item Record Mapping.

Field Label

Field API Name

Data Type

BSB

Cheque_Bank_Number_BSB__c

Text(80)

Cheque Account Number

Cheque_Account_Number__c

Text(80)

Cheque Bank Name  

Cheque_Bank_Name__c

Text(255)

Cheque Date

Cheque_Date__c

Date

Cheque Drawers Name

Cheque_Drawers_Name__c

Text Area(255)

Cheque Number

Cheque_Number__c

Text(80)

Cheque Transit Number

Cheque_Transit_Number__c

Text(80)

Description

Description__c

Long Text Area(32000)

Payment ID

Payment_ID__c

Text(80)

Payment Type

Payment_Type__c

Picklist

·       Cash

·       Cheque

·       Credit Card

·       Tokenisation

·       Bank Account

·       Direct Deposit

Payment Type 2

Payment_Type_2__c

Picklist

·       Cash

·       Cheque

·       Credit Card

·       BPay

·       eWallet

·       Direct Deposit

Receipt Actionhttps://ap16.lightning.force.com/lightning/setup/ObjectManager/01I2w000000MmGZ/FieldsAndRelationships/00N2w000005z85C/view(PPlus)

Receipt_Action__c

Picklist

·       Default

·       Email

·       Post

·       Do Not Receipt

Receipt Templatehttps://ap16.lightning.force.com/lightning/setup/ObjectManager/01I2w000000MmGZ/FieldsAndRelationships/00N2w000005z85H/viewDefault

Email

Post

Do Not Receipt

Receipt Template(PPlus)

Receipt_Template__c

Lookup(Receipt Template (PPlus))

Billing State

Billing_State__c

Text(80)

Billing Country

Billing_Country__c

Text(25)

Billing Street

Billing_Street__c

Text(80)

Billing City

Billing_City__c

Text(80)

Billing Postal Code

Billing_Postal_Code__c

Text(18)

Open Ended Status

Open_Ended_Status__c

Picklist

·       Open

·       None

Add the following fields if not yet added/deprecated.

Object

Field Label

Field API Name

Data Type

Opportunity

Soft Credit Contact

Soft_Credit_Contact__c

(contact lookup)

Opportunity

Soft Credit Account

Soft_Credit_Account__c

(account lookup)

Recurring Donation

Soft Credit Contact

Soft_Credit_Contact__c

(contact lookup)

Recurring Donation

Soft Credit Account

Soft_Credit_Account__c

(account lookup)

BDE Item Fields fields to be Manually Deletedmanually deleted

Object

Field Label

Field API Name

Data Type

BDE Item

Create BDE Item Only

Create_BDE_Item_Only__c

Checkbox

BDE Item

RD Status

Revised_RD_Status__c

Picklist

BDE Item

Next Donation

Revised_Next_Donation_Date__c

Date

BDE Item

Revised Frequency

Revised_Frequency__c

Picklist

BDE Item

Revised Campaign

Revised_Campaign__c

Lookup(Campaign)

BDE Item

Revised Amount

Revised_Amount__c

Currency

BDE Item

RDA Comments

RDA_Comments__c

Long Text Area

BDE Item

Cheque Account Number

ASPHPPADDON__Cheque_Account_Number__c

Text(80)

BDE Item

Cheque Account Number

ASPHPPADDON__Cheque_Account_Number_2__c

Text(80)

BDE Item

Cheque Bank Name

ASPHPPADDON__Cheque_Bank_Name__c

Text(255)

BDE Item

Cheque Date

ASPHPPADDON__Cheque_Date__c

Date

BDE Item

Cheque Drawers Name

ASPHPPADDON__Cheque_Drawers_Name__c

Text Area(255)

BDE Item

Cheque Number

ASPHPPADDON__Cheque_Number__c

Text(80)

BDE Item

Cheque Transit Number

ASPHPPADDON__Cheque_Transit_Number__c

Text(80)

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Go to ProntoGiving  Settings > Batch Donation Entry > BDE 2.0 > Settings User Interface, on . On the “Batch Batch Donation Entry Total Match Default” Default field click the dropdown besides to select “Unchecked” Unchecked, “Checked” Checked, and “Checked Checked and Locked” Locked then click “Save” Save.·      

  • If Unchecked - The Require Expected Total Match checkbox is unchecked and editable.

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  • If Checked - The Require Expected Total Match checkbox is checked and editable.

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  • If Checked and Locked - The Require Expected Total Match checkbox is checked and this field is read-only.

BDE Settings

On the Under ProntoGiving Settings > Batch Donation Entry > BDE 2.0 > Settings ,  page:·      

  • if the “Use Approval Processs for Batch Donation Entries” toggle is Enabled, it requires that the Batch Donation Entry needs an approval before processing. 

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  • if the “Process  Payment Immediately” toggle is Enabled, the payment will be processed immediately. 

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  • if the “Include BDE Items linked to a BDE” toggle is Enabled, when creating a Batch Donation Entry record it allows to linked a BDE item. 

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  • if the “Allow Changes to Processed Batch Donation Entries” is Enabled, it allow changes on the processed Batch Donation Entry records like deleting or editing it.