Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 10 Next »

  • ProntoGiving

  • ProntoPlus

  • Web Integration Toolkit (WIT)

ProntoPayments 2024 Q3 release notes are not available yet. For the latest version, see ProntoPayments v2 section

Importance Notice

  • ProntoPlus 2.89 - 2.93 versions are the test packages or do not install packages, therefore, it is not included in the release notes.

ProntoGiving

2.212 - 2.213 (02/08/2024)

URL: /packaging/installPackage.apexp?p0=04tIT000001ZeL3

Required packages

ProntoPayments 2.85.119 or higher

Enhancements

  • Batch Payment Processing - Open Opportunity Stage for Direct Debit Payments Using SecurePay

    • When processing Direct Debit payments via the Batch Payment Processing in the ProntoPayments SettingsScheduler,

      • The payment will be processed (internal)

      • If the Payment Transaction’s Payment Status = Success,

        • If the Gateway = SecurePay,

          • The Payment Transaction’s OpportunityStage is NOT be updated (stays to open)

        • If the Gateway != SecurePay,

          • The existing functionality will be followed where the Payment Transaction’s OpportunityStage is updated:

            • Based on the ProntoGiving Settings custom setting’s Opportunity Won

            • Based on the Payment Transaction’s GatewayDefault Stage for Successfully Processed

            • To Closed Won (default)

      • If the Payment Transaction’s Payment Status = Failed,

        • Regardless of the Gateway,

          • The existing functionality will be followed where the Payment Transaction’s OpportunityStage is updated:

            • Based on the Payment Transaction’s GatewayDefault Stage for Failed Processed

            • Based on the ProntoGiving Settings custom setting’s Opportunity Lost

            • To Closed Lost (default)

Bug Fixes

  • Batch Payment Processing - Opportunity not updated to Closed Lost

    • When processing Direct Debit payments via the Batch Payment Processing in the ProntoPayments SettingsScheduler,

      • The payment will be processed (internal)

      • If the Payment Transaction’s Payment Status = Failed,

        • Regardless of the Gateway,

          • The existing functionality will be followed where the Payment Transaction’s OpportunityStage is updated:

            • Based on the Payment Transaction’s GatewayDefault Stage for Failed Processed

            • Based on the ProntoGiving Settings custom setting’s Opportunity Lost

            • To Closed Lost (default)

ProntoPlus

2.94 (26/7/2024)

URL: /packaging/installPackage.apexp?p0=04tGA000004N7QL 

Upgrade Risk For installation or upgrade to version 2.57 or higher, please make sure to reschedule the receipting batches  

  • Send Receipts  

  • Generate Receipts 

Enhancements

  • Opportunity Receipt Number Auto-Number

    • NOTE: After installing this version, do this configuration

    • When installing the new ProntoPlus version to a clean org,

      • On the Opportunity object, a NEW Receipt Number (auto-number) field is created where the starting number is 1

      • Whenever an Opportunity record is created, the value of the Receipt Number (auto-number) field will be incremented by 1 automatically

      • When generating and sending a receipt,

        • The receipt number of the receipt will be based on the Opportunity’s Receipt Number (auto-number) field

    • When installing the new ProntoPlus version to upgrade the current version to an org,

      • On the Opportunity object, a NEW Receipt Number (auto-number) field is created where the starting number is based on the ProntoPlus Settings custom setting’s Next Receipt Number field

      • Whenever an Opportunity record is created, the value of the Receipt Number (auto-number) field will be based on the ProntoPlus Settings custom setting’s Next Receipt Number field

      • When generating and sending a receipt,

        • The receipt number of the receipt will be based on the Opportunity’s Receipt Number (auto-number) field

Web Integration Toolkit (WIT)

1.94 (19/07/2024)

URL: /packaging/installPackage.apexp?p0=04tJ1000000gNej

Required packages

  • ProntoPayments 2.85.119 or higher 

  • ProntoGiving 2.207 or higher 

  • ProntoPlus 2.88 or higher  

Bug Fixes

  • Auto-filled Credit Card Validation is not working

    • If the user auto-fills the credit card details

      • If the mouse hovers over the Expiry Date (MM/YY) and changes the value with an incorrect Expiry Date (MM/YY)

        • When the Screen Flow Standard Button is clicked,

          • The screen proceeds to the next error screen “Invalid payment. Please try again”.

    • If the user manually inputs the credit card details;

      • If after the Cardholder Name is inputted, using the Tab key inputs the Card Number, the Expiry Date (MM/YY) value with an incorrect Expiry Date (MM/YY), and the CVV number

        • When the Screen Flow Standard Button is clicked using the Tab key,

          • The screen proceeds to the next error screen “Invalid payment. Please try again”.

    • If the user auto-fills the credit card details with the correct Expiry Date (MM/YY),

      • When the Screen Flow Standard Button is clicked;

        • The existing functionality occurs

    • If the user manually inputs the credit card details with the correct Expiry Date (MM/YY),

      • When the Screen Flow Standard Button is clicked;

        • The existing functionality occurs

    • If the user manually or auto-fills the credit card details with incorrect Expiry Date (MM/YY),

      • When the Give Now Button is clicked,

        • The existing functionality occurs

Opportunity Receipt Number Configuration

In this functionality, we decided to Deprecated Receipt Number (PPlus) in Opportunity and instead, we used the Custom Auto Number Field as a Receipt Number.

After installing ProntoPlus 2.94, these are the steps you need to do to use the Receipt Number Auto Number Field:

  • Click the Setup Gear ⚙️ > Developer Console > Debug > Open Execute Anonymous Window

    • Paste this code: ProntoPlus.GlobalFunctions.createReceiptNumberField();

  • It will create the Receipt Number located in the Opportunity Object

    image-20240726-075636.png
  • Make sure to give access to the new Receipt Number (auto-number) field

    • Setup > Users > Profile > System Administrator > Object Settings > Opportunity
      image-20240726-075804.png

  • Add Receipt Number (auto-number) field in the Opportunity Page Layout

    image-20240726-082539.png
  • When installing the new ProntoPlus version to a clean org,

    • When creating a new Opportunity record, a new Receipt Number (auto-number) field is created where the starting number is 1

      image-20240726-083351.png
  • When installing the new ProntoPlus version to upgrade the current version to an org, a new Receipt Number (auto-number) field is created where the starting number is based on the ProntoPlus Settings custom setting’s Next Receipt Number field

    image-20240726-083516.png

    image-20240726-083542.png

  • No labels