Avatar Cal-PM 2023 Update 35

Product Requirements / Recommendations

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RADplus required

Product Update Form Description

An issue is resolved where users are not being alerted when a posting will not occur for the 'File Import -Payment Adjustment Posting'.

Included Updates

None

Required Updates

None

Details

NEW1 CHANGED0 FIXED0

New (1)

AV-51233 Details \| User Acceptance Tests File Import - Payment Adjustment Posting Improvements have been made to the File Import - Payment Adjustment Posting functionality Value Added: Improved the functionality of File Import - Payment Adjustment Posting	Topics • File Import • NX

Acceptance Tests

AV-51233 Summary | Details

File Import - Payment Adjustment Posting

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Scenario 1: Cal-PM - File Import - Payment Adjustment Posting

Specific Setup:

Posting/Adjustment Codes Definition has been used to create payment, adjustment, and transfer definitions.
Client Ledger is used to identify a client that has services with an outstanding balance.
A file is created to import payments, adjustments, and/or transfers.

Steps

Open ‘File Import’.
Select ‘Payment Adjustment Posting’ in ‘File Type’.
Upload the file.
Compile the file and print the report if no errors.
If there are errors, print the error report, correct the file, upload, and compile the corrected file.
Post the file.
Close the form.
Open ‘Client Ledger’.
Validate that the payments, adjustments, and/or transfers posted to the service correctly.
Close the report.
Close the form.

Topics

• File Import • NX