Id: | 13712 |
Product: | finPOWER Connect |
Type: | NEW |
Version: | 3.00.00 |
Opened: | 29/03/2016 |
Closed: | 29/03/2016 |
Released: | 06/07/2016 |
Job: | J017131 |
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Account Monitor Categories; add support for Account Applications amending functionality for Accounts
Account Monitor Categories can now be applied to Account Applications. To support this the following changes have been made to Accounts and Monitor Categories.
Monitor Category Admin library
Add "Allow Accounts?" and "Allow Account Applications?" options
Note, this section is only shown if licensed for Account Applications.
Account Monitor Category Changes
Monitor Categories are now limited to those used by Accounts.
Summary Pages
The "Account.HistoryItems" Summary Page has been updated as follows:
- Summary Page 1 no longer supported.
- Summary Page 2 script function signature changed
Note, if you have a modified summary page you will need to amend the script.
Standard Summary Page blocks updated:
"Account_HistoryItemSummary" updated to version 1.01 dated 28/03/2016. "Account_HistoryItem_CreditBureauDefaultUploadHistory" updated to version 1.02 dated 28/03/2016. "Account_HistoryItem_CreditBureauDefaultSummary" updated to version 1.01 dated 28/03/2016.
Standard Summary Pages updated:
"SummaryPage2_AccountHistoryItems_HistoryItemSummary" updated to version 2.01 dated 29/03/2016.
Business Layer changes
To allow better functionality going forward and compatibility with Account Application functionality the following changes have been made:
- Summary Page "Account.HistoryItems" has been updated to pass in the Account History Item rather than the Account and Index. See below for more information.
- finSummaryPageFunctions.AccountHistorySummary function signature changed.
- Obsoleted:
- finAccount.HistoryItemsLoadByHistoryType
- finAccount.HistoryItemsLoadByAccountHistoryPk
- finAccountHistoryItems.GetIndexByPk - use IndexOfPk instead
- finAccountHistoryItems.LoadFromAccount
- ISFinSupport.CreateAccountHistoryItems - i.e. finBL.CreateAccountHistoryItems
- New functions:
- finAccountHistoryItem.Account
- finAccountHistoryItem.Parent
- finAccountHistoryItems.GetItemsByHistoryType - returns a finAccountHistoryItems collection
- finAccountHistoryItems.Account
- finAccountHistoryItems.Parent
If you have a modified summary page you will need to amend the script, the simplest way is to update the following code:
' Initialise
mAccount = DirectCast(source, finAccount)
mIndex = eventArgs.GetInteger("Index")
If mIndex >= 0 AndAlso mIndex < mAccount.HistoryItems.Count Then
mAccountHistoryItem = mAccount.HistoryItems(mIndex)
End If
with
' Initialise
mAccountHistoryItem = DirectCast(source, finAccountHistoryItem)
mAccount = mAccountHistoryItem.Account