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Avatar CFMS 2024 Update 3

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Product Requirements and Recommendations

Avatar CFMS required
RADplus required

Recommended Update Level

RADplus 2024 Monthly Release 2024.01.02

Product Update Description

The following issues are resolved: 1) An error "Unexpected status of 500 returned:REQUEST^GUILIB" produced on the form 'Check Receipt/Report' form. 2) On form 'Individual Transaction Upload' large files may truncate rows of data.

Required Updates

None

Included Updates

None

Details
NEW0 CHANGED0 FIXED2
Fixed (2)
Transaction Posting
An error has been resolved to ensure that all data is contained within the 'Check Receipt/Report' form report.
Topics
• CFMS • Database Management • Individual Transaction Upload
 
Individual Transaction Upload
An issue has been resolved to prevent the following error in the 'Individual Transaction Upload' form: "[SUBSCRIPT]ERROR+3^cfmsupload ^CBB(0,"")".
Topics
• CFMS • Individual Transaction Upload
 
Acceptance Tests
AV-96997 Summary | Details
Transaction Posting
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Account Registration
  • Account Summary
  • Individual Transaction Upload
  • Registry Settings (CFMS)
  • Check/Receipt Report
  • Crystal Report Viewer
  • Fast Transaction Posting
  • Individual Transaction Posting
Scenario 1: "Individual Transaction Upload" supports greater than 40 characters in the upload file name
Specific Setup:
  • An import text file with more than 40 characters in the file name is required A maximum of 100 characters is allowed.
  • The file contains more than one transaction. Note the client information in the transactions.
  • Account Summary is used to review the client balance information.
Steps
  1. Open "Individual Transaction Upload" form.
  2. Enter the text file name in the 'File Name' field and tab out of the field.
  3. The full file name displays.
  4. Click [Submit].
  5. Click [OK] when the message "Upload complete" displays.
  6. Click [No] on the "Submitting has completed. Do you wish to return to the form?" dialog.
  7. Open "Account Summary" form.
  8. Process the report for the clients in the transactions to review the activity.
  9. Close the report.
  10. Click [No] on the "Account Summary has completed. Do you wish to return to the form?" dialog.
Scenario 2: CFMS - Check/Receipt Report - Validate data
Specific Setup:
  • Registry Setting: Avatar CFMS->Account Management->Fast Transaction Posting->->->Generate Receipt Upon Filing" = Y.
  • Fast Transaction Posting: Create a posting for a client account.
  • Individual Transaction Posting: Post the transaction.
Steps
  1. Open "Check/Receipt Report" form.
  2. Process the report from the client account in Setup.
  3. Validate that the report contains the correct data.
  4. Close the report.
  5. Close the form.
Topics
• CFMS • Database Management • Individual Transaction Upload
AV-97829 Summary | Details
Individual Transaction Upload
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Account Registration
  • Account Summary
  • Individual Transaction Upload
  • Registry Settings (CFMS)
Scenario 1: "Individual Transaction Upload" supports greater than 40 characters in the upload file name
Specific Setup:
  • An import text file with more than 40 characters in the file name is required A maximum of 100 characters is allowed.
  • The file contains more than one transaction. Note the client information in the transactions.
  • Account Summary is used to review the client balance information.
Steps
  1. Open "Individual Transaction Upload" form.
  2. Enter the text file name in the 'File Name' field and tab out of the field.
  3. The full file name displays.
  4. Click [Submit].
  5. Click [OK] when the message "Upload complete" displays.
  6. Click [No] on the "Submitting has completed. Do you wish to return to the form?" dialog.
  7. Open "Account Summary" form.
  8. Process the report for the clients in the transactions to review the activity.
  9. Close the report.
  10. Click [No] on the "Account Summary has completed. Do you wish to return to the form?" dialog.
Topics
• CFMS • Individual Transaction Upload