Post-Install Script (Default fields and values)

Owned by Eva Mae Seno
Last updated: Jul 18, 2024
3 min read

A. ProntoPlus Setting (Custom Setting) 

Field Label 

Value 

BatchSize_AccountSegmentationBatch 

10 

BatchSize_AccountSoftCreditBatch 

10 

BatchSize_BatchGenerateATS_PDF 

10 

BatchSize_BatchMerchAllocation 

10 

BatchSize_BatchOpportunityLock 

10 

BatchSize_BatchOpportunityLockOlderThanN 

10 

BatchSize_BatchReceipting 

10 

BatchSize_BatchRFMScoringAccount 

10 

BatchSize_BatchRFMScoringContact 

10 

BatchSize_BatchTotalRecurringDonationsFY 

10 

BatchSize_BatchUpdateRecencyBandAccount 

10 

BatchSize_BatchUpdateRecencyBandContact 

10 

BatchSize_ContactSegmentationBatch 

10 

BatchSize_DI_BatchDelete 

10 

BatchSize_DI_BatchProcessor 

10 

BatchSize_RB_BatchOpportunityUpdate 

10 

BatchSize_RB_PrintReconciliationBatch 

10 

Next Receipt Number 

1 

Next Statement Number 

1 

Send Email Notifications to Default User 

True 

B. Receipt Template

Record Type 

Email Template 

Email Template Id 

Non Tax Deductible 

Tax Deductible 

Receipt 

Default Template 

Id of Email Template 

(Default Template) 

True 

True 

ATS 

Annual Tax Statement per Donation 

Id of Email Template 

(Annual Tax Statement per Donation) 

False 

False 

ATS 

Annual Tax Statement per GAU 

Id of Email Template 

(Annual Tax Statement per GAU) 

False 

False 

ATS 

Annual Tax Statement by Campaign 

Id of Email Template 

(Annual Tax Statement by Campaign) 

False 

False 

C. Receipt Naming

Object 

Type 

Variable Name 

ObjectField 

Priority 

Opportunity 

Global 

oppDescription 

Description 

1 

Account 

Household 

receiptName 

npe01__One2OneContact__r.Name 

1 

Contact 

Individual 

receiptName 

Name 

1 

Account 

Organisation 

receiptName 

Name 

1 

Account 

Household 

recipientName 

npo02__Formal_Greeting__c 

1 

Account 

Household 

recipientName 

Name 

2 

Contact 

Individual 

recipientName 

Salutation;Name 

1 

Account 

Organisation 

recipientName 

Name 

1 

Account 

Household 

salutation 

npo02__Informal_Greeting__c 

1 

Contact 

Individual 

salutation 

FirstName 

1 

Contact 

Individual 

salutation 

Name 

2 

Account 

Organisation 

salutation 

npe01__One2OneContact__r.Name 

1 

Account 

Organisation 

salutation 

Name 

2 

D. Receipt Table Definition 

Variable Name 

Table Definition 

Active 

With Allocation 

GAUAllocations 

<tr>  

<td style="background-color:#F7F8FA;border-bottom:1px solid #E4E4E6;padding:28px 38px;">-</td>  

<td align="center" style="background-color:#F7F8FA;border-bottom:1px solid #E4E4E6;padding:28px 38px;">$ {!OppAmount}</td>  

</tr> 

True 

False 

GAUAllocations 

<tr>  

<td style="background-color:#F7F8FA;border-bottom:1px solid #E4E4E6;padding:28px 38px;">{!GAUDescription}</td>  

<td align="center" style="background-color:#F7F8FA;border-bottom:1px solid #E4E4E6;padding:28px 38px;">$ {!GAUAmount}</td>  

</tr> 

True 

True 

 E. Receipt Variable

Name 

Variable Name 

Object 

Object Field 

Priority 

GAUAmount 

GAUAmount 

npsp__Allocation__c 

npsp__Amount__c 

1 

GAUDescription 

GAUDescription 

npsp__General_Accounting_Unit__c 

ProntoPlus__Receipt_Content__c 

1 

GAUDescription2 

GAUDescription 

npsp__General_Accounting_Unit__c 

Name 

2 

OppAmount 

OppAmount 

Opportunity 

Amount 

1 

F. Receipt Setting (Custom Settings)

Field Label 

Value 

Default Email Template 

Id of Receipt Template (Default Template) 

Default Tax Receipt 

Id of Receipt Template (Default Template) 

Default Non-Tax Receipt 

Id of Receipt Template (Default Template) 

Close Date Format 

dd/MM/YYYY 

Current Date Format 

dd/MM/YYYY 

Payment Date Format 

dd/MM/YYYY 

Receipting Method 

Global 

 G. ATS Table Variables

Variable Name 

Object 

Object Field 

Priority 

oppDate 

Opportunity 

CloseDate 

1 

oppName 

Opportunity 

Name 

1 

oppAmount 

Opportunity 

Amount 

1 

GAUDate 

npsp__Allocation__c 

npsp__Opportunity__r.CloseDate 

1 

GAUAllocation 

npsp__Allocation__c 

npsp__General_Accounting_Unit__r.npsp__Description__c 

1 

GAUAllocation 

npsp__Allocation__c 

npsp__General_Accounting_Unit__r.Name 

2 

GAUAmount 

npsp__Allocation__c 

npsp__Amount__c 

1 

H. ATS Table Definition

Variable Name 

Table Definition 

Active 

OpportunityDonations 

<tr><td style="font-size:10pt;padding: 7px 15px; text-align: left;">{!oppDate}</td><td style="font-size:10pt;padding: 7px 15px; text-align: left;">{!oppName}</td><td style="font-size:10pt;padding: 7px 15px; text-align: right;">{!oppAmount}</td></tr> 

True 

OpportunityDonations 

<thead><tr><th style="font-size:10pt;padding:15px; text-align: left;">Date</th><th style="font-size:10pt;padding:15px; text-align: left;">Donation Name</th><th style="font-size:10pt;padding: 15px; text-align: right;">Amount</th></tr></thead> 

True 

GAUTableDefinition 

<tr><td style="font-size:10pt;padding: 7px 15px; text-align: left;">{!GAUDate}</td><td style="font-size:10pt;padding: 7px 15px; text-align: left;">{!GAUAllocation}</td><td style="font-size:10pt;padding: 7px 15px; text-align: right;">{!GAUAmount}</td></tr> 

True 

GAUTableDefinition 

<thead><tr><th style="font-size:10pt;padding:15px; text-align: left;">Date</th><th style="font-size:10pt;padding:15px; text-align: left;">Allocation</th><th style="font-size:10pt;padding: 15px; text-align: right;">Amount</th></tr></thead> 

True 

GAUTableDefinition 

<tfoot><tr><td style="font-size:10pt;padding:15px; text-align: left;"></td><td style="font-size:10pt;padding:15px; text-align: left;">TOTAL AMOUNT</td><td style="font-size:10pt;padding:15px; text-align: right;">{!totalAllocAmount}</td></tr></tfoot> 

True 

CampaignDonations 

<tr><td style="font-size:10pt;padding: 7px 15px; text-align: left;">{!oppDate}</td><td style="font-size:10pt;padding: 7px 15px; text-align: left;">{!oppName}</td><td style="font-size:10pt;padding: 7px 15px; text-align: right;">{!oppAmount}</td></tr> 

True 

CampaignDonations 

<thead><tr><th style="font-size:10pt;padding:15px; text-align: left;">Date</th><th style="font-size:10pt;padding:15px; text-align: left;">Donation Name</th><th style="font-size:10pt;padding: 15px; text-align: right;">Amount</th></tr></thead> 

True 

CampaignDonations 

<tfoot><tr><td style="font-size:10pt;padding:15px; text-align: left;"></td><td style="font-size:10pt;padding:15px; text-align: left;border-top:1px solid #D9DBDD;border-bottom:1px solid #D9DBDD;">TOTAL AMOUNT</td><td style="font-size:11pt;padding:15px; text-align: right;border-top:1px solid #D9DBDD;border-bottom:1px solid #D9DBDD;">{!totalAmount}</td></tr></tfoot> 

True 

PerGAUTableDefinition 

<div class="ats_GAUNameHead" style="background-color:#2667ad;padding: 10px 15px;color:#fff;">{!GAU_Name}</div> 

True 

PerGAUTableDefinition 

<tr><td style="font-size:10pt;padding: 7px 15px; text-align: left;">{!GAUAllocation}</td><td style="font-size:10pt;padding: 7px 15px; text-align: right;">{!GAUAmount}</td></tr> 

True 

PerGAUTableDefinition 

<thead><tr><th style="font-size:10pt;padding:15px; text-align: left;">Allocation</th><th style="font-size:10pt;padding: 15px; text-align: right;">Amount</th></tr></thead> 

True 

PerGAUTableDefinition 

<tfoot><tr><td style="font-size:10pt;padding:15px; text-align: left;">TOTAL AMOUNT</td><td style="font-size:10pt;padding:15px; text-align: right;">{!totalAllocAmount}</td></tr></tfoot> 

True 

I. Consolidated Statement Setting

Field Label 

Value 

ATS Breakdown Only 

True 

ATS Total Only 

True 

ATS Type 

per Donation 

Currency 

AUD 

Date Format 

dd/MM/YYYY 

File Name 

{!RecordName} - {!FinancialYear} 

Receipt Template 

Id from Receipt Template (Annual Tax Statement per Donation)