2024 Q3 Posi Giving Release Notes

• ProntoPlus

  • 2.94 (26/7/2024)

• Web Integration Toolkit (WIT)

  • 1.94 (19/07/2024)

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

    • Opportunity Receipt Number 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

  

• Make sure to give access to the new Receipt Number (auto-number) field

  • Setup > Users > Profile > System Administrator > Object Settings > Opportunity
    

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

  

• 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

  

• 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