List Bill Support Screens
List bills allow defining a group of policies related to a client record for the purpose of generating billing. A new business rule ListBillScreen will define the client type that will hold the policy list as well as the dynamic fields for each record in the list. The screen rule will also specify the client level activities to be generated based on the list bill action (add, change or delete). List bill actions will include confirmations of the events.
Additionally, activities internal or external to the grouping client can add, change or delete record on the list by using new attached rules; AddToListBill, CopyToListBillFields and RemoveFromListBill respectively.
Prerequisites
A client type to act as the related grouping entity for the list of policies is required. This client is specified in the ListBillScreen rule. Additionally, security entries are needed for the ListBill icons on the Client Screen for; ListBill, ListBillAdd, ListBillDelete, and ListBillOk.
New Items
- ListBillScreen - Screen rule to define the dynamic list bill fields, list bill action spawns and list bill client type.
- AddToListBill - APE to insert new policies into a client list bill. Policies must be unique to the list and cannot be repeated.
- RemoveFromListBill - APE to remove a policy from a client list bill.
- CopyToListBillFields - APE to change values on the dynamic fields of a client list bill record.
- AsListBill - Table to hold PolicyGUIDs related to a ClientGUID.
- AsListBillField - Table to hold dynamic field data for an AsListBill record.
- ListBill, ListBillAdd, ListBillDelete, ListBillOk - AsAuthButtons for list bill action security.
Changes to Existing Items
ClientScreen - Screen rule to define client types. The List or Group client type (05) definition is appended to this rule.
Configuration Details
ListBillScreen Screen Rule
Dynamic Fields
- AmountDue - defines the amount to bill the policy
- DueDate - defines the date when the AmountDue should be received
- ListBillAction - Holds the value written back from the spawned ListBillActionConfirmation transaction
- ReceivableDueType - defines the type of detail for the AmountDue from AsCodeReceivableDueType
Actions/Events/ScreenMath
- Onsubmit - Event executes FinalValidation ActionSet and ValidationMath
- ValidationMath - Non-global screen math executes upon submit of the screen
- AddListBillRecord - Text Value
- ChangeListBillRecord - Text Value
- DeleteListBillRecord - Text Value
- FinalValidation - ActionSet validates the AmountDue is not less than zero and the DueDate is not null if the AmountDue is greater than zero.
ListBillActions
- Add - Spawns ListBillActionConfirmation activity that does not process immediately
- Passes the AddListBillRecord Text Value into the activity field
- Change - Spawns ListBillActionConfirmation activity that processes immediately
- Passes the ChangeListBillRecord Text Value into the activity field
- Delete - Spawns ListBillActionConfirmation activity that processes immediately
- Passes the DeleteListBillRecord Text Value into the activity field
Results
- Columns displayed in the client ListBillScreen
- AmountDue - dynamic field from AsListBillField
- DueDate - dynamic field from AsListBillField
- Name - Fixed field from AsClient for defined owner Role (01). Display based on ClientScreen Name formatting
- PolicyNumber - Fixed field from AsPolicy
- ReceivableDueType - dynamic field from AsListBillField
ListBillActionConfirmation Transaction
Dynamic Fields
- ListBillAction- defines the action that occurred to create the activity populated via spawning only.