Page Comparison

ProntoPlus

2.95 (07/11/2024)

URL: /packaging/installPackage.apexp?p0=04tGA000004N7QQ

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• Dynamic Receipt File Name Format

  • When generating a receipt via the Generate Receipt Copy (PPlus) button on the Opportunity record and via the Generate Receipts batch job from the ProntoPlus Settings page,

    • A Receipt (PPlus) record is created and linked to the Opportunity record

    • A receipt file is generated

    • On the Receipt (PPlus) record,

      • A receipt HTML file is linked as an attachment where the file name is based on the file name format on the Receipt File Name Format from the ProntoPlus Settings page

      • When the View Receipt Copy button is clicked to view and download the file,

        • A receipt PDF file will be open where the file name is based on the file name format on the Receipt File Name Format from the ProntoPlus Settings page

  • Configuration: Dynamic Receipt File Name Format

• Dynamic Consolidated Statement File Name Format

  • When generating a consolidated statement via the Generate Consolidated Statement (PPlus) button on the Contact record or the Account record,

    • A Consolidated Statement (PPlus) record is created and linked to the Contact record or the Account record

    • A consolidated statement file is generated

    • On the Consolidated Statement (PPlus) record,

      • A consolidated statement HTML file is linked as an attachment where the file name is based on the file name format on the ATS File Name Format from the ProntoPlus Settings page

      • When the View Statement Copy button is clicked to view and download the file,

        • A consolidated statement PDF file will be open where the file name is based on the file name format on the ATS File Name Format from the ProntoPlus Settings page

  • Configuration: Dynamic Consolidated Statement File Name Format

Bug Fixes

• Add Button in Add To Reconciliation Page was Disabled

  • If the user clicks the Add to Rec Batch button in Opportunity List View,

    • If the user chooses to create or an existing Reconciliation Batch,

      • The Add button was enabled

      • The Reconciliation Batch was created

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