Release notes - Tango Enterprise - 5.03

Warning

This version has some index changes which will take some time to run on larger databases.

Improvement

ENT-1978 Improve Batch Export Validation

ENT-2134 Allow reversal of payments to be applied in the same way as a void by selecting the payment to be reversed

ENT-3136 Improvements to Update_From_XML

ENT-3182 Improve Performance in FM_Loans Trigger

ENT-3209 Improvements to dbo.isFMBatchExportableTable

ENT-3228 Debtor Interest Run - Account listing and options overhaul

ENT-3242 Slow performance on Post_FM_HeldBatches

ENT-3243 Slow performance on FM_LoanSubledgers_Update

ENT-3244 Improve performance in UsersTaskList

ENT-3246 Slow performance on FM_LoanSubledgers_LastModified

ENT-3253 Improvements to [dbo].[SelectCollateralRegistrationChangesTable]

ENT-3255 Improvements to FM_DirectDebitVariationsConsolidated

ENT-3256 Investigate performance improvements for dbo.GetNextPaymentDetailsTable

ENT-3260 Payment reversals linked to payment being reversed

ENT-3262 Change reference / narrative for “Wrong Pocket” import from “000000000”

ENT-3266 Debtor Account Show - Header has weird spacing

ENT-3267 Improve Interest Projection report for Investment accounts where Interest compounds to the balance

ENT-3268 Deadlock in dbo.Post_FM_HeldBatches

ENT-3279 Improvements to Periodic Debits

ENT-3282 Debtor Account - Original Maturity Date - FM_Loans.OriginalMaturityDate

ENT-3287 Improve email address validation prior to attempting to process

ENT-3293 Disable Registration End date validation when Asset is disposed and discharged

ENT-3295 Tango XML Schema - Update column lengths

ENT-3297 Exclude Disposed and Expired Assets from Expiry date extension list and processing by default

ENT-3298 FM_Clients.ResidentialAddress2 increase column length to match ResidentialAddress1

ENT-3299 Adjust Gross Interest When an Account is Varied

ENT-3301 GetLVRPercent should ignore discharged Securities in LVR calc.

ENT-3308 Improvements to dbo.GetNextPaymentDetailsTable

ENT-3309 Store payout quote history in a new table

ENT-3310 Payout Quote Form - New setting ValidToOffsetDays

ENT-3319 Document Tab - Order by Year Descending

ENT-3326 Debtor Account variations and hardship repayment changes

ENT-3333 PPSR - Import_PPSR_Tokens - Not updating Registration End Time

ENT-3336 Refund Approval Process

ENT-3339 Debtor Refund Process - Improvements

ENT-3340 SMS Templates - Add Exclude Do Not Solicit setting

ENT-3341 SMS Templates - View SQL shows as FormLetter not SMS template

ENT-3343 Improve logic regarding Payout Debit and Credit descriptions

ENT-3346 Add email image quality settings to system settings

ENT-3349 Cleanup code around LoanStatus

ENT-3350 Refund Reversal transaction

ENT-3352 Change Order of Payout transactions on Statement

ENT-3353 Ordering of Consolidated DD gridview not in date order when new entries inserted

ENT-3356 Exception in SearchDebtorVertical

ENT-3361 Disable all fees via Payout quote parameter

ENT-3365 Allow Balance as at date to be set if Toggle to use Payout quote is On

ENT-3367 Improve Repayment Schedule Prompt

ENT-3368 Refactor usages of DatePart to use Date.Day

ENT-3371 Do not prompt of create statement fee if account closed

ENT-3373 Improvements to Settings functions

ENT-3376 Debtor Transaction Entry - Performance improvements when creating new transaction from account

ENT-3377 Performance Issues with Write Off Request Report - Select_WriteoffAnalysis

ENT-3378 Auto Generate Writeoff Requests - performance improvements

New Feature

ENT-2907 Debtor Refund Process

ENT-3247 Set a New or Quote account to Pended status

ENT-3329 Improvements to PPSR Bulk Extend/Discharge

Bug

ENT-2832 Asset Show - PPSR Retrieve Registration not updating/creating SR_CollateralRegistrations

ENT-2861 Payout which generated higher interest charge posting transaction as Debit and not Interest + chargecode.

ENT-2867 Asset Show - On new asset, ppsr retreive fails for existing registration

ENT-2962 Exception in RibbonFormBase

ENT-2980 Exception in ClientShow ValidateData

ENT-3038 PPSR amend function incorrectly wanting to register Primary borrower as the Grantor

ENT-3089 Interest in advance payout quote calculating ODI when payout is within current interest in advance period

ENT-3114 Exception in Debtor Account RefreshTotalPayout

ENT-3190 Exception in AssetShow

ENT-3200 Exception in DebtorAccountShow SqlDateTime overflow

ENT-3218 Projected Net Balance shows incorrect Gross Balance in some circumstances

ENT-3251 SQLDateTime overflow exception VEDA ARCA Export

ENT-3258 Issues when saving AssetShow form

ENT-3261 Performance Improvements to [dbo].[Select_CustomerStatementsTransactions]

ENT-3263 Debtor Payout Quote Form - Discount Rate not reset to initial value after Payout Method is changed

ENT-3264 Client Show - Exception in RefreshClient

ENT-3269 P & I (Historic) Report shows zero payments for accounts with MN31 interest

ENT-3270 FM_TransactionSubTypes allows multiple rows with IsDefault

ENT-3271 Customer Statements User Format 6 - Not including Interest Rate Changes

ENT-3273 Interest rate change will not allow a zero interest rate to be set.

ENT-3274 Error in dbo.GetBalanceHistoryTable

ENT-3275 Exception in Client ExtraInfo tab

ENT-3276 Increase length of PostCodes Location column

ENT-3277 Schedule entry not being generated for some fees.

ENT-3278 Statement setting for Special charges affecting net balance being ignored

ENT-3280 Strip partial cents from payout quotes

ENT-3284 Incorrect Monthly Nominal Payout Amount After Majority Partial Payment

ENT-3285 Debtor Payout quote - Button and Balance amount differ to actual std DPV payout quote.

ENT-3288 Debtor Void transaction always dirty. Saves but prompts to save on close.

ENT-3289 Exception in SMSGlobalService

ENT-3290 PPSR - Registration Show - Exception on Amend

ENT-3296 Cannot export Direct Debit - Creditors file - Export validation error

ENT-3300 FM_Loans_REST - &amp showing for borrowers names

ENT-3303 Error in Post_Statement_And_Formletter_Fees

ENT-3304 Exception in ImportRepayments ResetForm

ENT-3305 ODI Undercharged when “ArrearsCalculatedFromDayAfterDueDate” is enabled

ENT-3306 Debtor Payout Quote Form Letter Exception

ENT-3307 TangoAPI - Don’t allow payout quotes on completed accounts

ENT-3320 Diary Notes - User can delete other users notes

ENT-3321 DPV calculation incorrectly including Original amount due instead of amount outstanding for accounts paid in advance

ENT-3325 Enabling “Show Chargeable Subledger Entries” on “Gross Format” statements causes incorrect opening balance

ENT-3328 Debtor Customer Statements - Email Statements not saving to document library

ENT-3330 Payout quote not including GST when RV is in arrears

ENT-3331 FM_HeldBatches_By_BatchNumber - Batch Total incorrect for batches which have been exported more than once

ENT-3332 Too much M/N Interest charged at payout

ENT-3334 PPSR - SR_CollateralRegistrationDetails Status not showing Expired when there are outstanding changes

ENT-3337 Receipt Allocation Report does not include alternative style GST

ENT-3344 Get_LVRPercent sometimes returns debug table in result set

ENT-3348 Change Schedule incorrectly setting Term

ENT-3354 General Purpose2 field not being displayed on General tab when value set in FM_Loans

ENT-3359 ODI calculation out by 1 day for some accounts - payout quote

ENT-3360 ODI out by 1 days for interest in advance accounts.

ENT-3362 Arrears Allocation showing incorrect allocation information in some circumstances

ENT-3366 Consumer Payout calculates one day less ODI than expected

ENT-3369 ODI Method “N” incorrectly includs accounts whose arrears balance is below the threshold

ENT-3370 Exception in SMSGlobalService

ENT-3382 Repair schedule consolidating Interest and ODI into single figure

Task

ENT-3312 Remove [dbo].[Override_Loan_Schedule]