Article Details
Id:12553
Product:finPOWER Connect
Type:FIX
Version:2.02.04
Opened:07/01/2015
Closed:07/01/2015
Released:13/02/2015
Job: J014721

Workflows; Fees being charged to Account when sending Email or SMS to Branch/ Dealer/ Broker

If an Email or SMS Account Document has a Fee defined and a Workflow Type Item defined that this Document should also be sent to Branch, Broker or Dealer, the Fee was changed for each Account Log generated.

This behavior has been changed for 'Version 2' Workflow Types. The Fee will not be charged when sending to:

  • Branch
  • Broker
  • Broker Employee
  • Dealer
  • Dealer Employee

NOTE: The behavior for 'Version 1' Workflow Types has not been changed; a Fee will still be charged for Documents sent to Branch, Broker and Dealer.