Article Details
Id:15593
Product:finPOWER Connect
Type:NEW
Version:3.01.08
Opened:10/02/2017
Closed:27/10/2018
Released:13/12/2018
Job: J018570

Financial Summary Page; add additional functionality to assist showing net profit from a Loan

Additional functionality has been added to assist adding Commission information to the Financial Summary Page in the New Account wizard and Account form.

For example, when quoting a Loan, you may wish to tweak to Loan figures and see immediately the effect on commissions and overall profitability. To do this add a new block into the Financial Summary Page.

Two new functions have been added to finAccount.Disbursements, RemoveCommissions and RemoveDisbursements. These remove existing Commissions and Disbursements respectively.

The script sample below can be inserted into the Financial Summary and demonstrates how to create default Commissions and iterate through them to display information.

' Commissions
Dim AccountDisbursement As finAccountDisbursement

If mAccount.Status = isefinAccountStatus.Quote Then
 If mAccount.Disbursements.CanDefaultCommissions Then
   ' Create Default Commissions (will NOT be saved)
   mAccount.Disbursements.CreateDefaultCommissions()

    sb.BlockBegin("Commissions", "Commissions", isefinSummaryPageBlockHeadingStyle.Normal)
    sb.AppendLineFormat("Commission Count: {0}<br/>", mAccount.Disbursements.CountCommissions)
    For Each AccountDisbursement In mAccount.Disbursements
      If AccountDisbursement.Type = isefinDisbursementType.Commission Then
       sb.AppendLineFormat("{0} to {1}: {2}<br/>", AccountDisbursement.ElementDescription, AccountDisbursement.ExternalPartyId, finBL.FormatCurrency(AccountDisbursement.Value))
      End If
   Next
   sb.BlockEnd()

   ' Remove Commissions
    mAccount.Disbursements.RemoveCommissions()
  End If
End If