Batch Suspense
This feature is similar to earlier suspense batch screen. The feature has the ability to create multiple suspense items from a ‘master’ suspense record.. Each subsidiary suspense record consumes part of the master suspense record amount by attacting itself and linking to the master record by a configurable batch number (AsSequence). The existing suspense screen rule has added the element ‘SplitSuspense’ which indicates if the entered suspense record may be subdivided among subsidiary suspense records within a batch. This is an advantage over prior designs where separate screen rules were needed for suspense and batch suspense.
The SuspenseSearchScreen rule will allow for the searching of suspense records by context fields and batch number. Context fields will be user configured dynamic fields that are currently searchable. Batch Number is an existing fixed field and should already be searchable. Also, Accounting on the SuspenseScreen is handled by the GenerateAccounting element. This element will continue to be used to evaluate tests of screen values to determine when accounting will execute. As such, the existing configuration will support if accounting will run when the Master or the subsidiary records are saved or both
Prototype Configuration Detail OverviewThe ability is needed in OIPA for a parent – child relationship in Suspense. We need the ability to split a ‘parent’ single suspense item into ‘children’ suspense records.This feature proposes changes to the existing SuspenseScreen and SuspenseSearchScreen Screen rules. This feature will address the requirements of both Batch and Master Suspense enhancements.The SuspenseScreen will need to be able to display and save context data regarding the suspense record.
PrerequisitesSecurity to the 'Split' and 'SubSuspenseDelete' buttons should be provided in the 'SuspenseRecord' Company page which is in the path as below:
Admin Explorer > Security > Application Security > Security Groups > Prototype Super > Company Security > Company Pages > Prototype > SuspenseRecord
Changes to Existing ItemsScreen name: SuspenseScreen
Company name: Prototype
Screen name: SuspenseSearchScreen
Company name: Prototype
Configuration DetailsSuspenseScreen:
'MasterSuspenseGUID' Screen math Variable - Contain the SuspenseGUID of the parent suspense record which indicates that the current record is a sub suspense record.
'BatchNumber' Fixed field - Is configured and the value gets populated from Sub Suspense record when the parent suspense record is empty / When user key in the value in case of suspense record without having the sub suspense records.
<SplitSuspense> Element - Is set to 'Yes', System will display the 'Split' button on a suspense record and by using this button user can attach the suspense records.
COPYMASTERSUSPENSE attribute - Is set to 'Yes', System populates the parent suspense record fixed and dynamic fields & their values to the attaching sub suspense record.
Below are the changes that can be noticed in PAS when user access the Suspense screen:'Split' button will be available at the extreme lower right of the SuspenseScreen.
Upon selection of button user gets the below actions:A pop-up Suspense entry screen will be appeared by populating the parent suspense record fixed and dynamic fields & their values, User can save the sub suspense record either with/without performing any changes to the suspense details.
Below are few of the cases tested for this feature:If the amount of a sub suspense record exceeds the remaining available amount of a parent suspense record then system throws a business error "Available master suspense amount exceeded.
If the amount of a sub suspense record equals to the remaining available amount of a parent suspense record then the parent suspense record status will be updated to 'Closed'.
Upon save of a sub suspense record the BatchNumber of this record is copied to parent suspense record if it is empty and also the sub suspense record is saved as a normal suspense record.
In the Suspense results table, sub suspense records appeared exactly below the master suspense record.
If a sub suspense record status is 'Open' with the attached amount as zero then the trash can icon is displayed to the far right on the table and upon selection of the icon system shadowed the sub suspense record.
If a sub suspense record status is 'Open' with the attached amount as greater than zero then the trash can icon is not displayed to this sub suspense record.
Within the Suspense table the shadowed sub suspense records are not displayed under parent suspense record.
Link navigation button is appeared to the left of the trash can icon, Once user clicked then the sub suspense record is opened to user.
SuspenseSearchScreen
Allow user to search the suspense records by using context fields and the config change done for this screen is inclusion of 'BatchNumber' search field and user is able to search the suspense records based on 'BatchNumber' search field.