Canadian Tax Receipt Generator
Here’s an Appexchange package that generates a Tax Receipt Id for an Opportunity. In Canada, you have to give sequential tax receipt numbers to each donor. Salesforce does autonumber really well, but we need to only give these out to donations that come in the door, so we need more control.
The package consist of an S-Control and Custom Link you put on the Opportunity object. When you click the custom link from the Opportunity, you get the next tax receipt id, which is written to the tax receipt id field on the Opp.
The next available id is stored in a custom object. When you set this up, you need to create that object and give it your starting number for your tax receipts. It will then increment for you as you give out tax ids.
In Winter ‘07 this should be easier because we can just do a query of the tax receipt ids in use, sort by tax receipt id, and limit the result set to 1. That would give us the highest number in use and we could increment that. Then we won’t need a custom object to store the number…
