Account History Rating; sample Update script now included, added History Rating into standard Summary pages

A sample script for updating Account History Ratings is now included with finPOWER Connect.

The idea is that at the end of each Month a "Rating" for the Month is added to the Account's History Rating, e.g. a "0" means not overdue, "1" means less than 30 days overdue, "2" means less than 60 days overdue etc. This way a simple diagram can be displayed showing the Overdue History for an Account as at the end of each Month.

This script must be added into finPOWER Connect and then linked under Global Settings, Accounts group, Scripts page under "AccountProcessesPre".

This script has two parameters, Calendar and DaysDelay. These control how quickly an Account is updated after the end of a Month. The default is 3 days, and allows the month to be finalised, payments and unpaid items to be processed etc, before the History is updated.

Note, the script will handle backdated transactions if the Account is set to handle backdating of Transactions.

A new Account Type setting on the Other page, under Summary Page Options, "Show Account History Rating information?" has been added. This is used in the update script as well as in Summary Page scripts to determine whether History Ratings for an Account should be updated or displayed. To start using for an Account Type check this setting.

The History Rating diagram is displayed, by default, in the Account Key Details and Status Summary Pages - but can be added elsewhere if needed. It is only shown for "Open" Accounts, where the Account has a History Rating and the Account Type is set to use.

Note, this is a sample script only, you may use as is, or enhance to your own needs as required.

The following sample script has been added:

"Script_AccountProcesses_AccountHistoryRatingUpdate.xml"

The following built-in scripts have been updated:

"SummaryPage2_Account_KeyDetails" has been updated to version 2.05 on 25/08/2015.
"SummaryPage2_Account_Status" has been updated to version 2.05 on 25/08/2015.

The following standard block has been added:

"Account_HistoryRatingDiagram" version 1.00 added 25/08/2015.