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Avatar Cal-PM 2024 Update 32

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Product Requirements and Recommendations

Avatar Cal-PM required
RADplus required

Recommended Update Level

Avatar Cal-PM 2024 Monthly Release 2024.00.01
RADplus 2024 Monthly Release 2024.00.01

Product Update Description

The 'Avatar PM \ System Maintenance \ File Import \ Service Fee/Guarantor Definitions \ Disable Full Table Backups Prior To File Import' registry setting is added to the system that will allow users to optionally disable the backups on 'SYSTEM.billing_tx_master_fee_table' and 'SYSTEM.billing_tx_max_liab_by_guar' tables during file import. Additionally, performance improvements have been made to the Service Fee and Guarantor Definition file import posting process.

Required Updates

None

Included Updates

None

Details
NEW1 CHANGED0 FIXED0
New (1)
File Import - Service Guarantor Definitions
The following registry setting has been added: 'Disable Full Table Backups Prior To File Import'. The registry setting default value is null. It will allow users to optionally disable the backups on the following tables during file import.:

'SYSTEM.billing_tx_master_fee_table'
'SYSTEM.billing_tx_max_liab_by_guar'

KB0075239 v0.01

Value Added: User can disable a full system backup of the 'SYSTEM.billing_tx_master_fee_table' and 'SYSTEM.billing_tx_max_liab_by_guar' tables during 'File Import' processing.
Topics
• File Import • NX • Service Fee/Cross Reference Maintenance
 
Acceptance Tests
AV-92623 Summary | Details
File Import - Service Guarantor Definitions
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Crystal Report Viewer
  • File Import
  • Registry Settings (PM)
  • Service Fee/Cross Reference and Guarantor Definition Export
  • Service Fee/Cross Reference Maintenance
Scenario 1: File Import: Service Guarantor Definitions - Registry Setting = Disable Full Table Backups Prior To File Import
Specific Setup:
  • Registry Settings: 'Disable Full Table Backups Prior To File Import' contains no value.
  • Click the 'Refresh Forms' icon.
  • Service Fee/Cross Reference Maintenance: The 'Restore Definitions' section contains the 'Restore Definitions That Existed Prior to Last Import' and Restore Maximum Liability Assignment Definitions That Existed Prior to Last Import' buttons.
  • Service Fee/Cross Reference and Guarantor Definition Export:
  • Select 'Guarantor Definition' in 'Record Type(s) to Export'.
  • Select 'Export Guarantor Definition to File and save the file locally.
  • Select 'Export to Crystal Report' and save the report locally.
  • File Import: Copy the exported file and edit it to change at least one 'Service Guarantor Definitions' - 'File A'.
  • Make a copy of 'File A' to edit and use when setting the above registry setting to 'F' - 'File B'.
  • Make a copy of 'File A' to edit and use when setting the above registry setting to 'G' - 'File C'.
  • Make a copy of 'File A' to edit and use when setting the above registry setting to 'null' - 'File D'.
Steps
  1. Open 'Registry Settings'.
  2. Set 'Limit Registry Settings to the Following Search Criteria' to 'Disable Full Table Backups'.
  3. Verify that 'Registry Setting' contains 'Avatar PM->System Maintenance->File Import->Service Fee/Guarantor Definitions->->Disable Full Table Backups Prior To File Import'
  4. Validate that the 'Registry Setting Value' is null.
  5. Close the form.
  6. Open 'Service Fee/Cross Reference Maintenance'.
  7. Click [Restore Definitions].
  8. Validate that the buttons are 'Restore Fee Definitions That Existed Prior To The Last File Import' and 'Restore Maximum Liability Assignment Definitions That Existed Prior To The Last File Import'.
  9. Click [Discard].
  10. Open 'File Import'.
  11. Select 'Service Guarantor Definitions' in 'File Type'.
  12. Upload, compile & post 'File A'
  13. Close the form.
  14. Open 'Service Fee/Cross Reference and Guarantor Definition Export'.
  15. Select 'Guarantor Definition' in 'Record Type(s) to Export'.
  16. Select either option to compare to the 'SETUP' version and validate that the data was changed as edited in the posted file, 'File A': 'Export to Crystal Report' or 'Export Guarantor Definition to File'.
  17. Close the form.
  18. Open 'Registry Settings'.
  19. Set 'Limit Registry Settings to the Following Search Criteria' to 'Disable Full Table Backups'.
  20. Verify that 'Registry Setting' contains 'Avatar PM->System Maintenance->File Import->Service Fee/Guarantor Definitions->->Disable Full Table Backups Prior To File Import'
  21. Set the 'Registry Setting Value' to 'F'.
  22. Click [Submit].
  23. Click [OK].
  24. Click [No].
  25. Click [Refresh Forms] icon.
  26. Open 'Service Fee/Cross Reference Maintenance'.
  27. Click [Restore Definitions].
  28. Validate that the only button is: 'Restore Maximum Liability Assignment Definitions That Existed Prior To The Last File Import'.
  29. Click [Discard].
  30. Open 'File Import'.
  31. Select 'Service Guarantor Definitions' in 'File Type'.
  32. Upload, compile & post 'File B'
  33. Close the form.
  34. Open 'Service Fee/Cross Reference and Guarantor Definition Export'.
  35. Select 'Guarantor Definition' in 'Record Type(s) to Export'.
  36. Select either option to compare the last version and validate that the data was changed as edited in the posted file, 'File B': 'Export to Crystal Report' or 'Export Guarantor Definition to File'.
  37. Close the form.
  38. Open 'Registry Settings'.
  39. Set 'Limit Registry Settings to the Following Search Criteria' to 'Disable Full Table Backups'.
  40. Verify that 'Registry Setting' contains 'Avatar PM->System Maintenance->File Import->Service Fee/Guarantor Definitions->->Disable Full Table Backups Prior To File Import'
  41. Set the 'Registry Setting Value' to 'G'.
  42. Click [Submit].
  43. Click [OK].
  44. Click [No].
  45. Click [Refresh Forms] icon.
  46. Open 'Service Fee/Cross Reference Maintenance'.
  47. Click [Restore Definitions].
  48. Validate that the only button is: 'Restore Fee Definitions That Existed Prior To The Last File Import'.
  49. Click [Discard].
  50. Open 'File Import'.
  51. Select 'Service Guarantor Definitions' in 'File Type'.
  52. Upload, compile & post 'File C'.
  53. Close the form.
  54. Open 'Service Fee/Cross Reference and Guarantor Definition Export'.
  55. Select 'Guarantor Definition' in 'Record Type(s) to Export'.
  56. Select either option to compare the last version and validate that the data was changed as edited in the posted file, 'File C': 'Export to Crystal Report' or 'Export Guarantor Definition to File'.
  57. Close the form.
  58. Open 'Registry Settings'.
  59. Set 'Limit Registry Settings to the Following Search Criteria' to 'Disable Full Table Backups'.
  60. Verify that 'Registry Setting' contains 'Avatar PM->System Maintenance->File Import->Service Fee/Guarantor Definitions->->Disable Full Table Backups Prior To File Import'
  61. Set the 'Registry Setting Value' to be blank.
  62. Click [Submit].
  63. Click [OK].
  64. Click [No].
  65. Click [Refresh Forms] icon.
  66. Open 'Service Fee/Cross Reference Maintenance'.
  67. Click [Restore Definitions].
  68. Validate that the buttons are 'Restore Fee Definitions That Existed Prior To The Last File Import' and 'Restore Maximum Liability Assignment Definitions That Existed Prior To The Last File Import'.
  69. Click [Discard].
  70. Open 'File Import'.
  71. Select 'Service Guarantor Definitions' in 'File Type'.
  72. Upload, compile & post 'File D'.
  73. Close the form.
  74. Open 'Service Fee/Cross Reference and Guarantor Definition Export'.
  75. Select 'Guarantor Definition' in 'Record Type(s) to Export'.
  76. Select either option to compare the last version and validate that the data was changed as edited in the posted file, 'File D': 'Export to Crystal Report' or 'Export Guarantor Definition to File'.
  77. Close the form.
  78. Open 'Service Fee/Cross Reference Maintenance'.
  79. Click [Restore Definitions].
  80. Click [Restore Maximum Liability Assignment Definitions That Existed Prior To The Last File Import].
  81. Click [Yes].
  82. Click [OK].
  83. Click [Restore Fee Definitions That Existed Prior To The Last File Import].
  84. Click [Yes].
  85. Click [OK].
  86. Click [Service Fee/Cross Reference Maintenance].
  87. Click [Guarantor Definitions].
  88. Validate that the report contains the definitions from 'File C'.
  89. Close the report.
  90. Close the form.
Topics
• File Import • NX • Service Fee/Cross Reference Maintenance