NEW1.04.00 · Released 10 August 2011

NEWfinPOWER Connect

Released in

1.04.00

10 August 2011

1. Opened1 Jun
2. Closed15 Jun
3. Released10 Aug

Article 8869 Job J007547

Account Standard Transactions; added a new option to make transactions read only in the New Account wizard

There is a new option to make transactions read only in the New Account wizard, ie when the Account is a Quote.

This prevents a User from changing the Element, Frequency and Value. They may still adjust the Reference and Notes. Note, the Transaction also cannot be deleted.

This is useful where a fee, especially for a Promotion, should not be amended.

To use, drill down to the Account Type Transaction form. Next to the Value uncheck the "Allow changes whilst Quote?" option.

Note, this setting only applies to the User Interface, in particular the New Account wizard. The finPOWER Connect Business Layer, eg a script or third party interface, can be used to amend the Transaction.

Note, once the Account is open Standard Transactions may be changed and deleted.