Id: | 11879 |
Product: | finPOWER Connect |
Type: | NEW |
Version: | 2.01.00 |
Opened: | 05/11/2013 |
Closed: | 05/11/2013 |
Released: | 27/06/2014 |
Job: | J012464 |
Accounts; new Child Account facilities added
New Child Account facilities have been added.
Note, This new feature is only available for the Enterprise Edition of finPOWER Connect.
WARNING: No user interface functionality exist for Child Account facilities. These new features are meant for advanced scripting solutions only.
The Child Account facilities include the following rules:
1. Only one level of child, i.e. Parent/Child relationship only, not Parent/ Child/ Grandchild.
2. Quote/ Declined and Unwanted Accounts cannot be Parent Accounts.
3. You cannot reset an Open Account to a Quote if it is a Parent Account.
Functionality added to the finPOWER Connect Business Layer include:
1. finAccount has properties for ParentAccountPk and ParentAccountId.
2. finAccount has a new collection ChildAccounts. This loads child Accounts of the parent Account. Note, it does not include Archived Accounts.
3. New Global Settings, Auditing, Accounts options to audit changes in the Parent and Child relationships.
4. The AccountFunctions object includes a new function UpdateParentAccountPk to add and remove Parent/ Child relationships.
5. Archived Accounts have properties for ParentAccountPk and ParentAccountId.