Credit Bureau; Loading of Defaults to Centrix (New Zealand) added

The ability to load Account Defaults to the Centrix (New Zealand) Credit Bureau service has been added.

A 'Credit Bureau Defaults' wizard has been added to the Process menu.

On the Accounts form, Status page, a button allows viewing and uploading of Credit Bureau Defaults via a 'Account Credit Bureau Default History' form.

Also, an Account warning will be shown if an outstanding Credit Bureau Default exists for the Account. The caption for this is 'Credit Bureau Default is currently loaded' and the information below is a list of Credit Bureaus for which a Default is loaded (currently only Centrix NZ is supported).

The following Permission Keys have been added:

• Account.CreditBureauDefault.Upload
• (User Interface only. Denying this Permission Key will remove the wizard from the Process menu and also the ability to upload Defaults for an Account from the 'Account Credit Bureau Default History' form.

Under Global Settings, Clients, Credit Bureau, Centrix NZ, a new option 'Upload Defaults to Centrix?' has been added.

From the business layer, a new virtual Add-On has been added, finBL.Settings.AddOns.CreditEnquiryDefaults has been added. This will return False if:

1. Not licensed for the Credit Bureau Add-On.
2. No Credit Bureau services are available that support loading of Defaults.
3. The 'Upload Defaults to Centrix' Global Setting is unchecked.

The following Scripts are used (defined under Global Settings, Accounts, Scripts:

• Event: CreditBureauDefaults
• This Script builds a collection of Defaults and updates existing Defaults. It is used by the 'Credit Bureau Defaults' and 'Account Credit Bureau Default' wizards.
• Summary Page: CreditBureauDefaults
• This Script produces a Summary Page of a Defaults. It is used by the 'Credit Bureau Defaults' and 'Account Credit Bureau Default' wizards.

The following built-in Summary Page Scripts have been updated:

• SummaryPage_AccountHistoryItems_HistoryItemSummary - 1.03 (28/11/2012)
• Show more information about Credit Bureau Default type items and supports use on the 'Account Credit Bureau Default History' form.
• SummaryPage_Account_Status - 1.18 (28/11/2012)
• Shows a new block beneath the 'Monitoring' block if a Credit Bureau Default is loaded.

The following Information Lists have been added:

• CreditProvider

The following wizards and their supporting business layer objects have been updated:

• Account Close wizard
• Now clears the Default Amount and sets the Default Status based on the Close Method when the Account is fully closed (i.e., not 'Pending').
• The update is not sent to the Credit Bureau immediately; it is sent the next time the Credit Bureau Defaults wizard is run.
• Account Payment Arrangement wizard
• The underlying object (finAccountPaymentArrangementAdd) now has a new property named UpdateCreditBureauDefaults which is True by default (this can be changed via Scripting). This will set the Default Status, e.g., to 'SOFA' (Scheme of Arrangement).
• The update is not sent to the Credit Bureau immediately; it is sent the next time the Credit Bureau Defaults wizard is run.
• Account Restructure wizard
• Now clears the Default Amount and sets the Default Status to 'STLD' (Settled) if the Overdue is cleared during the Restructure.
• The update is not sent to the Credit Bureau immediately; it is sent the next time the Credit Bureau Defaults wizard is run.

NOTE: Although the above wizards will update the Status (and in some cases, the Default Amount), any Credit Bureau Defaults Event Script may update these values before uploading, e.g., if the Default Status has been set to 'SOFA' but the Account is not overdue, the Status may be set to 'PAID'.

A new search type 'Credit Bureau Defaults' is now available from the Audit Search wizard. This filters for 'GetDefault' and 'LoadDefault' type requests and the 'Credit Bureau enquiry' search is now restricted to 'CreditEnquiry' and 'GetCompanyList' type requests.