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Avatar PM 2024 Update 65

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Product Requirements and Recommendations

Avatar PM required
RADplus required

Recommended Update Level

Avatar PM 2022 Update 18
Avatar PM 2024 Monthly Release 2024.01.01
RADplus 2024 Monthly Release 2024.01.01

Product Update Description

An issue is resolved where fields in the 'Post Roll-Up Services Worklist' section of the 'Compile/Edit/Post/Unpost Roll-Up Services Worklists' form would sometimes not be enabled without closing and reopening the form.

Required Updates

None

Included Updates

None

Details
NEW0 CHANGED0 FIXED1
Fixed (1)
Compile/Edit/Post/Unpost Roll-Up Services Worklist
An issue has been resolved in 'Compile/Edit/Post/Unpost Roll-Up Services Worklist' where the 'Write off Posting Code' and 'Post Worklist' fields could be disabled. KB0075771 v0.01
Topics
• Compile/Edit/Post/Unpost Roll-up Services Worklist
 
Acceptance Tests
AV-93095 Summary | Details
Compile/Edit/Post/Unpost Roll-Up Services Worklist
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Charge Input
  • Client Ledger
  • Compile/Edit/Post/Unpost Roll-Up Services Worklist
  • Crystal Report Viewer
  • Registry Settings (PM)
  • Roll-Up Services Definition
  • Service Codes
Scenario 1: Compile/Edit/Post/Unpost Roll-Up Services Worklist - Post Roll-Up Worklist - Validate Client Ledger
Specific Setup:
  • Service Codes:
  • Roll-Up service is identified. Note the service code
  • Roll-Up component service code(s) are identified. Note the service code(s).
  • Roll-Up Services Definition exists with the desired values:
  • 'Roll-Up Service' contains the Roll-Up service code identified above.
  • 'Component Service' contains the Roll-Up component service code(s) identified above.
  • Client 1:
  • Client is identified that will be given Roll-Up component service code(s), using one of the client charge input options. Note the service dates.
  • Client Ledger is used to verify that the component services were created successfully.
Steps
  1. Open the 'Compile/Edit/Post/Unpost Roll-Up Services Worklist' form.
  2. Enter/Select the 'From Date' that includes services start date.
  3. Enter/Select the 'Through Date' which includes services end date.
  4. Select the 'Roll-Up Definition' noted in Setup.
  5. Select desired value in 'Exclude Component Services From Report'.
  6. Click [Compile Worklist].
  7. Verify the worklist compiles successfully.
  8. Click [Run Report].
  9. Verify the Roll-Up Services Worklist includes the correct services rendered on or after from date and on or before through date.
  10. Click the [Post Roll-Up Services Worklist].
  11. Select the compiled worklist in 'Through Date'.
  12. Select desired value in 'Default Write Off Posting Code'
  13. Click [Post Worklist].
  14. Verify 'Post Complete' information message.
  15. Close the form.
  16. Open the 'Client Ledger' form for the desired client.
  17. Process the report for the desired date range.
  18. Verify the Roll-Up services & component are posted correctly.
  19. Close the report and the form.
Topics
• Compile/Edit/Post/Unpost Roll-up Services Worklist