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ABILITY TO DISPLAY DIFFERENT PRIMARY RELATIONSHIP ON CLIENT AND CUSTOMER

 

This enhancement is to provide the ability to display different Primary Relationship on client and customer

 

Prototype Configuration Detail

 

Overview

 

This new feature will introduce Only one Transaction type for all screen update activities.

 

Prerequisites

 

User should be able to add "ClientRelationship" "ClassGroup" timeslice in the 'PAS'.

 

Changes to Existing Items

 

Proper Security is provided for the "Activate" button in ClassGroup,ClientRelationship Company Pages.

 

ClientRelationshipScreen

 

Exisitng timeslice screen update transaction is updated to the typecode '40'.

 

Below mentioned changes for "ClientRelationshipScreen" is done at Global and all its override levels.

 

The typecode of the below mentioned transactions will be changed to '40' which is referred in ‘ClientRelationshipScreen’ BR

 

ClientRelationshipUpdate.

ClientRelationshipActivate.

 

Process Immediate Attribute will be added to spawn section in "ClientRelationshipScreen" BR will be set to "Yes".

 

ClassGroupScreen

 

The typecode of the below mentioned transaction will be maintained as it was '40' which is referred in 'ClassGroupScreen' BR

ClassGroupUpdate.

 

Process Immediate Attribute will be added to spawn section in "ClassGroupScreen" BR and will be set to "Yes".

 

The screen update transactions will not be seen in GroupCustomer "Activity" screen.

 

 

Result :

 

1.When the user adds the timeslice to the screen in which "ProcessImmediate" tag is set to "Yes".

Automatically the timeslice will be active after processing from "Draft" status.

2.When the user adds the timeslice to the screen in which "ProcessImmediate" tag is set to "No".

The user should be able to see thunderbolt symbol next to timeslice.

User should be able to process manually and make timeslice as "Active".

 

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