Article Details
Id: | 11039 |
Product: | finPOWER Connect |
Type: | NEW |
Version: | 1.06.08 |
Opened: | 04/04/2013 |
Closed: | 04/04/2013 |
Released: | 28/05/2013 |
Job: | J011400 |
Task Manager; Workflow Actions should not allow fee to be charged for 'Quote' Accounts
Certain Workflow Actions allow a fee to be charged to the Workflow's Account. Fees should not be chargeable to 'Quote' Accounts and completing the wizard will fail with an error indicating that a batch could not be committed for a 'Quote' Account.
The following checkboxes to allow a fee to be charged are now disabled if none of the selected Workflow's Accounts are 'Open':
- Incoming Communication
- Log
- Outgoing Communication
- SMS
In addition to this, actioning an 'Outgoing Communication' type Workflow item also uses this wizard (in a special, restricted mode) and this has also been updated to only allow a fee where applicable.
The summary page at the end of the wizard has been updated to show where a fee cannot be charged, i.e., where the Workflow does not relate to an 'Open' Account.