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When the migration process completes, you can view the details. If the Status is Complete, you’re all done!
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Product Configuration after enabling Enhanced Recurring Donations
Donation Fields Mapping
Go to ProntoGiving Settings tab > Donation Field Mappings and add the Payment Type → Payment Method mapping (highlighted below)
PGIV Recurring Donation Field | Map to Recurring Donation Field |
ASPHPPADDON__Payment_Type__c | npsp__PaymentMethod__c |
Go to NPSP Settings tab > Recurring Donations > Recurring Donation Custom Field Mappings and add the Payment Method → Payment Type mapping (highlighted below)
Recurring Donation Field | Opportunity Field |
npsp__PaymentMethod__c | ASPHPP__Payment_Type__c |
Quick Donate New Tab
Set Create the Recurring Donation Field Sets . by adding the following fields:
Recurring Type
Date Established
Installment Period
Installment Frequency
Day of Month
Number of Planned Installments
Receipt Action (PPlus)
Receipt Template (PPlus)
Campaign
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If Enhanced Recurring Donations is disabled, the Quick Donate page will not display and a validation message is shown.
Recurring Donation Section - Quick Donate
Display the minimum required fields on the form for Recurring Donation section via field set
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Go to Setup > Object Manager > Recurring Donation > Field Sets > QD Recurring Donation
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Date Established (required)
Recurring Type - Open or Fixed
If Recurring Type is Fixed, Number of Planned Installments should be enabled and required. Otherwise field is disabled
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Recurring Period - Monthly or Advanced
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Monthly
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Day of Month (required)
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Effective Date
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Advanced
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Installment Frequency (required)
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Installment Period (required)
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Day of Month - displayed and required only if Installment Period is Monthly
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Effective Date
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· To verify, create recurring donation record for :
o Monthly
o Weekly
o Fortnightly
o Quarterly
o Yearly
· For more details, see reference How to Create RD with Enhanced RD
· monthly, weekly, fortnightly, quarterly and yearly.
Donation Type - Quick Donate
· For Individual and Household· , Contact should be displayed and required. o Organisation field is not required and Organisation section is hidden.·
For Organisationo , the Organisation field should be displayed and required. o The Contact field is not required and Contact section is hidden.
Quick Donate Button Redirect
· Go to ProntoGiving Settings tab > Donation > Quick Donate and set the version to “Enhanced RD”· . To confirm, go to any Contact or Account record and click the Quick Donate button. Make sure the Quick Donate New (VF) is displayed
Recurring Donations - Batch Donation Entry
Pause Recurring Donations
Batch Donation Entries Enhanced RD Config
https://alphasys.atlassian.net/browse/FA-730
https://alphasys.atlassian.net/browse/FA-714
https://alphasys.atlassian.net/browse/FA-704