Suspense Field from Activity Prototype
This prototype was created to demonstrate the new SUSPENSEFIELD math variable configuration. The math variable is configured in a Policy-Financial transaction on the Functional Prototype plan.
If the policy number of the suspense item and the policy number where the activity is being added do not match, then an error message will display when you try to add this activity in OIPA.
Prototype Explanation
The following transaction was configured in the Functional Prototype Plan to demonstrate this new functionality.
-
The SuspenseFieldPrototype transaction was created to demonstrate the comparison of suspense information on a policy and an activity that is being added. The important parts of configuration are explained below. To view configuration, navigate in the Global Explorer to Transactions | Suspense Field Prototype | Suspense Field Prototype (Functional Prototype Plan) .
-
The Event section contains an OnSubmit element that defines the action to occur when the activity is added. OIPA will compare the policy number associated with the entered suspense item and the policy number where the activity is being added.
- The Local Math section identifies the suspense number and the policy number associated with the suspense item. There are also two additional math variables that define the policy number where the activity is being added.
-
If the policy number of the suspense item and the policy number where the activity is being added do not match, then an error message will display.
View Prototype in OIPA
-
Log in to OIPA using the Prototype Company user ID and password. Make sure the user has privileges to view comments.
- Create a suspense record. Make sure the policy number on the record DOES NOT match the policy you plan to process this activity against. If the numbers don't match, then you will be able to see the OnSubmit error message, which shows that OIPA tried to match the numbers.
- Open a policy.
- Click the Add Activity link on the Secondary menu of the Policy screen. This will open the Activity screen.
- Select the SuspenseFieldPrototype activity from the drop down box.
- Type an amount in the Gross Amount field.
- Click the Suspense link at the top of the window.
- Enter the suspense number of the record you created.
- Click Ok.
- An Error message will be displayed stating that the policy numbers don't match.