Article Details
Id: | 12633 |
Product: | finPOWER Connect |
Type: | NEW |
Version: | 2.02.05 |
Opened: | 09/02/2015 |
Closed: | 16/02/2015 |
Released: | 26/03/2015 |
Job: | J014861 |
Accounts; cannot save an Account if Client has an Account Role that is no longer valid
finPOWER Connect will not allow an Account to be saved if a Client has an Account Role that is no longer valid for the Product Type.
To recreate:
1. Add a new Account, linked to a Client with a Co-Borrower role.
2. Open the Product Type and make the Co-Borrower Account Role not "Available".
3. Edit the Account and change anything, e.g. Notes.
The Account fails to save with an error like "Account Role '[RoleId]' is not valid for Client '[ClientId]'".
This has been changed so that only if the Account is a Quote or the Client has been amended is the Account Role tested.