2024 Q4 Posi Giving Release Notes

ProntoGiving

2.214 (28/11/2024)

URL: /packaging/installPackage.apexp?p0=04tIT000001ZeL8

Required packages

ProntoPayments 2.85.121 or higher

Enhancements

• Update the Opportunity Record Update (DML) to Skip Records that hits a Validation

  • When processing payment with an Opportunity record via the Batch Payment Processing (run immediately or by scheduled) in ProntoPayments Settings,

    • If an Opportunity record hits a validation error (i.e., inactive and active gateway validation),

      • NO payment will be processed for the Opportunity record

      • Make sure that the remaining valid Opportunity records will still be processed

    • Otherwise,

      • A payment will be processed for the Opportunity record

ProntoPlus

2.95 (07/11/2024)

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

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

• 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

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, the PDF and HTML file name will be based on the Receipt File Name Format from the ProntoPlus Settings.

Here is the sample file name format:

Posimente Test Receipt {!ReceiptNumber} - {!DonorName} {!Amount} {!CloseDate}

Open

For the file name of the generated receipt PDF and HTML files, here are the standard merge fields that will included in the receipt file name format:

• {!ReceiptNumber}

  • If the {!ReceiptNumber} merge field is included in the file name format, it will get the Opportunity’s Receipt Number OR Receipt Number (PPlus) field value

  • {!DonorName}

    • If the Opportunity’s Donation Type (PPlus) = Individual, it will get the Opportunity’s Contact → Name field value

    • If the Opportunity’s Donation Type (PPlus) = Household OR Organisation, it will get the Opportunity’s Account → Name field value

    • If the Opportunity’s Donation Type (PPlus) = Anonymous, it will be replaced with “Anonymous“

  • {!Amount}

    • It will get the Opportunity’s Amount field value

  • {!CloseDate}

    • It will get the Opportunity’s Close Date field value

Here are the screenshot of the dynamic receipt file name:

Open

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

After the file is downloaded:

If the Receipt Setting (PPlus)'s Receipt File Name Format field is empty, the existing functionality will be followed.

NOTE: The maximum character length of the file name of the generated receipt PDF and HTML files is 80 characters only

Dynamic Consolidated Statement File Name Format

When generating a consolidated statement via the Generate Consolidated Statement (PPlus) button on the Contact or Account record, the PDF and HTML file names will be based on the ATS File Name Format from the ProntoPlus Settings.

Here is the sample file name format:

Posimente Test Receipt {!ReceiptDownload} - {!RecordName} {!FinancialYear}

For the file name of the generated consolidated statement PDF and HTML files, here are the standard merge fields that will included in the consolidated statement file name format:

• {!ReceiptDownload}

  • It will get the Consolidated Statement’s Receipt Download field value

• {!RecordName}

  • If the user is generating a consolidated statement via the Generate Consolidated Statement (PPlus) button on the Contact, it will get the Consolidated Statement’s Contact → Name field value

  • If the user is generating a consolidated statement via the Generate Consolidated Statement (PPlus) button on the Account, it will get the Consolidated Statement’s Account → Name field value

• {!FinancialYear}

  • It will get the Consolidated Statement’s Fiscal Year field value

Here are the screenshot of the dynamic consolidated statement file name:

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

After the file is downloaded:

The existing functionality will be followed if the Consolidated Statement Setting (PPlus)'s ATS File Name Format field is empty.

NOTE: The maximum character length of the file name of the generated consolidated statement PDF and HTML files is 80 characters only.