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  • Create a new Transaction Before Save flow to capture the Original class code to existing field from COA Group one.

  • Created a new field Original Designation Account Number to capture the COA grouptwo-groupthree-groupfour.

  • Removed the field AQB_Designation_Account_Number from the layout and added the new USYD_OriginalDesignationAccountNumber.

  • Deactivate the existing flow “USYD Populate Chart of Accounts in Transaction (subflow)”.

  • And removed the sub-flow call in the main flow “Transaction After Save”.

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Test Scenario 1:

  • Create a Batch with Batch Items and close the batch

  • Transactions will be auto created linked to Batch

  • Open the Transaction and check the Original Class code and Original Designation Account Number at page layout

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COA used in the batch item

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  • As per the business requirement, now the

    • transaction-Original Class Code = 1234(Segment One)

    • Transaction-Original Designation Account Number = 2232-3223 (Segment two-Segment three) as Segment four is blank

Test Scenario 2:

  • Once the batch closed and transaction created

  • Change the COA, segment one and add the segment four value

  • The Transaction values shouldn’t change