Article Details
| Id: | 18038 |
| Product: | finPOWER Connect |
| Type: | FIX |
| Version: | 3.04.00 |
| Opened: | 08/04/2021 |
| Closed: | 08/04/2021 |
| Released: | 30/06/2021 |
| Job: | J026324 |
 High Importance |
|
Account Calculations; after changing Account Types, an Account may not calculate - if using Rate Tables
After changing the Account Type of an Account, it may fail to calculate.
The reason may be that the Account uses a Rate Table that isn't allowed for the Account Type.
Note, disallowing an existing Rate Table on an Account Type may cause the same issue.
The issue is that the original Rate Table for the Account is validated against the Account's current Account Type - but this should only be done whilst the Account was a "Quote".
Once the Account has been opened, whatever the existing Rate Table is can continue to be used, but you cannot change an Account's Rate Table to one that isn't allowed for the Account Type.