Article Details
Id:13720
Product:finPOWER Connect
Type:NEW
Version:3.00.00
Opened:29/03/2016
Closed:05/05/2016
Released:06/07/2016
Job: J017138

Monitor Category filters; New standard ranges added to distinguish between Account and Account Application Monitor Categories

The following standard ranges have been added to cater for Monitor Categories now being applicable to Accounts and/ or Account Applications:

  • MonitorCategoriesAccounts
  • MonitorCategoriesAccountsA
  • MonitorCategoriesAccountsB
  • MonitorCategoriesAccountsC
  • MonitorCategoriesAccountApps
  • MonitorCategoriesAccountAppsA
  • MonitorCategoriesAccountAppsB
  • MonitorCategoriesAccountAppsC

These are available for use within Parameter Sets and Page Sets and are also used in reports.

The following Account queries and reports have been updated to use these Standard Ranges (this prevents the range lookups from showing Monitor Categories that are applicable to Account Applications but not Accounts):

  • Account List query
    • Account Backdated Interest Report
    • Account Details
    • Account Income and Forecast Report
    • Account Ledger
    • Account List
    • Account Security Analysis Report
    • Account Trend Report
    • Account Trial Balance
    • Account Unearned Income Report
    • Deposit Cash Flow
    • Deposit Maturity List
    • Deposit Summary
    • Deposit Trial Balance
    • Deposit Weighted Interest Rate
    • Loan Aged Overdue Report
    • Loan Cash Flow
    • Loan Disbursement Payout Reconciliation
    • Loan Maturity Variance Report
    • Loan New Business Report
    • Loan Overdue Report
    • Loan Summary Report (AccountSummary for backward compatibility)
    • Loan Trial Balance
    • Loan Weighted Interest Rate
    • Securitisation Cash Flow
    • Securitisation Status Report
  • Account History List query and report
  • Accounting Ledgers List query and report
  • Transaction List query and report
  • Workflow List query and report (shows both Account and Account Application Monitor Categories since Workflows can be for either of these)

NOTE: The query/ report parameters are still named the same, e.g., "MonitorCategoriesA" for compatibility.