NEW2.02.06 · Released 16 April 2015

NEWfinPOWER Connect

Released in

2.02.06

16 April 2015

1. Opened26 Apr 2013
2. Closed1 Apr
3. Released16 Apr

Article 12792 Job J011520

Entities; new option to limit the Account Types available to use for an Entity

New options have been added to Entities to limit the Account Types available for new Accounts.

A new page "Account Types" has been added to Entities. On this page you may define whether Account Types are restricted, and if restricted which Account Types are available. Note, these options are available regardless of whether the Entity Add-On is licensed.

The New Account and Account Quotation wizards now restrict Account Types based upon the Entity settings and the Branch selected. Note, in the New Account wizard, if no valid Account Types exist for the Product Type and Branch selected then a message is displayed and progress is halted.

Note, these changes are not implemented in the finPOWER Connect Web Interface.