DisbursementApprovalScreen

This business rule allows for the configuration of dynamic fields on this screen. These fields will be used to search for specific disbursements. You can use this business rule to total the currency for the columns on the Disbursement Approval screen. 

Both the search criteria (Fields & FixedFields) and results (Columns) will accept mask attributes in the DataType elements. Refer to the Fields and Tables sections to see mask attribute configuration.

DisbursementApprovalScreen Elements/Attributes

Element/Tag Definition Attribute Element/Attribute Value and Description

<DisbursementApprovalScreen>

 

The required opening and closing elements of this business rule.

 

 

<AllowApprovalByActivityProcessor>

Optional:

Whether to allow approval for disbursement records created from activities where the current user is the processor.

 

Yes|No.

Default Value: Yes

When set to Yes, disbursement records from activities where current user is the processor will also be available for approval. If set to No, such records cannot be approved by current user.

<Fields>

 

 

 

<Field>

 

 

 

<Name>

Required:

See Fields Element for attribute and element definitions.

 

 

<Display>

Required:

See Fields Element for attribute and element definitions.

 

 

<Group>

Required:

See Fields Element for attribute and element definitions.

 

 

<DataType>

Required:

See Fields Element for attribute and element definitions.

 

Check, Combo, Date, Decimal, Filler, Integer, Line, Money, Text, and TextArea field types

<Query>

Optional:

See Fields Element for attribute and element definitions.

 

 

<Currency>

Optional:

See Fields Element for attribute and element definitions.

 

 

<Table>    

 See Table Element. Controls the formatting of the display.

 

 

<Column>

 

ALIGN

 See Table Element.

FORMAT

 See Table Element.

TOTAL

Optional Attribute: Yes / No 

Defines the settings for a single column in the results that are displayed.

Yes: Display totals for the DisbursementAmount column.

No: No totals for the DisbursementAmount column. The default value is No.

Note: The TOTAL attribute can only be used for the DisbursementAmount and Group = Disbursement.

If TOTAL is configured with a value of Yes for the Disbursement Amount column, and mixed currencies are displayed in the result set, no total appears. A message at the top of the screen indicates that mixed currencies cannot be totaled.

When the DisbursementAmount column is totaled, the total for each screen displays with the wording “Page Total” to indicate that the total applies to the current page only.

<Display>

 

   See Table Element.

<Group>

 

 

 See Table Element.

<Name>

 

 

 See Table Element.

<Datatype>

 

 

 See Table Element.

<Events>

See Action/Events section.

 

 

<ScreenMath>

See Math Element section.

 

 

<Actions>

See Action/Events section.

 

 

XML Examples

<DisbursementApprovalScreen>
<AllowApprovalByActivityProcessor>[Yes|No]</AllowApprovalByActivityProcessor>
<Fields>
<Field>
<Name>StatusCode</Name>
<Display>Approval Code</Display>
<Group>DisbursementApproval</Group>
<DataType>Combo</DataType>
<Query TYPE="SQL">SELECT CodeValue, ShortDescription FROM AsCode WHERE CodeName =  'AsCodeDisbursementApproval'</Query>
</Field>
<Field>
<Name>DisbursementDisapprovalCode</Name>
<Display>Disapproval Code</Display>
<Group>DisbursementApproval</Group>
<DataType>Combo</DataType>
<Query TYPE="SQL">SELECT CodeValue, ShortDescription FROM AsCode WHERE CodeName = 'AsCodeDisbursementDisapproval'</Query>
</Field>
<Field>
<Name>DisbursementNumber</Name>
<Display>Disbursement Number</Display>
<Group>Disbursement</Group>
<DataType>Text</DataType>
</Field>
<Field>
<Name>DisbursementTypeCode</Name>
<Display>Type Code</Display>
<Group>Disbursement</Group>
<DataType>Combo</DataType>
<Query TYPE="SQL">SELECT CodeValue, ShortDescription FROM AsCode WHERE CodeName = 'AsCodeDisbursementType'</Query>
</Field>
<Field>
<Name>PolicyNumber</Name>
<Display>Policy Number</Display>
<Group>Policy</Group>
<DataType>Text</DataType>
</Field>
<Field>
<Name>clientNumber</Name>
<Display>Processor</Display>
<Group>Activity</Group>
<DataType>Text</DataType>
</Field>
</Fields>
<Table>
<Column ALIGN="LEFT">
<Display>Payee Name</Display>
<Group>Client</Group>
<Name>LastName</Name>
<DataType>Text</DataType>
</Column>
<Column ALIGN="LEFT">
<Display>Policy Number</Display>
<Group>Policy</Group>
<Name>PolicyNumber</Name>
<DataType>Text</DataType>
</Column>
<Column ALIGN="LEFT" TOTAL=”Yes”>
<Display>Amount</Display>
<Group>Disbursement</Group>
<Name>DisbursementAmount</Name>
<DataType>Money</DataType>
</Column>
<Column ALIGN="LEFT">
<Display>Transaction Name</Display>
<Group>Transaction</Group>
<Name>TransactionName</Name>
<DataType>Text</DataType>
</Column>
<Column ALIGN="LEFT">
<Display>Processor</Display>
<Group>Activity</Group>
<Name>ClientNumber</Name>
<DataType>Text</DataType>
</Column>
</Table>
</DisbursementApprovalScreen>

 

 

 

 

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