B03B0092
F03B25 Policy Search
Functional Description
Purpose
This business function has two functions.
1. To verify and convert the policy number to the policy name and company.
2.To verify and convert the policy name and company to the policy number.
This is ran in the (P03012) Customer Master Line of Business on the Form record is Fetched to
retrieve the description, and on the Tab Out of Control for the policy name to verify and retrieve the
description. It is also ran in the (P0301) Customer Master Credit/Collections form on the same properties.
Setup Notes and Prerequisites
Input of the cMode is
1 = Convert from policy number
2 = Convert from policy name/Co
3 = Find the default policy
4 = Validate policy name
Special Logic
Techincal Sepcifications
Parameters
ItemDescriptionI/OReq?Notes
PLYNszPolicynameI/O
COszCompanyI/OYesThe LOB company
PLYmnPolicynumberI/O
DESCszDescriptionO
EV01cModeIYes
COLLcCollectionReportCurrently not used
AFCcApplyfinchargesynCurrently not used
KCORszCompanyofPolicyIIf not supplied the LOB company will
be used.
Related Tables
F03B25A/R Delinquency Policy Table
Related Business Functions
Processing
• Check the cMode.
• If the cMode is equal to a 1 then the table is read to verify the policy number. If valid then the
policy name, company and description are returned.
• If the cMode is equal to a 2 then the table is read to verify the policy name and the policy
company. If valid then the policy number and description are returned. If invalid then an error is
returned. If there is no policy company provided than the table is read to see if the policy name exist with
the LOB company number. If valid then the policy number and description are returned. If invalid the
policy is checked to see if it exist for the zero company. If valid then the policy number and
description are returned, else an error is returned.
• If the cMode is equal to a 3 then the table is read to find the blank policy name and the LOB
company. If valid then the policy number and description are returned. If invalid then the table is read to
see if the blank policy name exist with a zero company number (goes across all companies). If valid
then the policy number and description are returned, else an error is returned.
• If the cMode is equal to a 4 then the table is read to find the policy by name only. If this is
invalid than an error is returned.
^
D03B0092 - F03B25 Policy Search
| Parameter Name | Data Item | Data Type | Req/Opt | I/O/Both |
|---|---|---|---|---|
| szPolicyname | PLYN | char | NONE | NONE |
A name that specifies the set of rules that the system uses to determine when an invoice is considered past due and to specify the action
| ||||
| szCompany | CO | char | NONE | NONE |
A code that identifies a specific organization, fund, or other reporting entity. The company code must already exist in the Company
| ||||
| mnPolicynumber | PLY | MATH_NUMERIC | NONE | NONE |
A number that the system assigns to each policy record to identify it. | ||||
| szDescription | DESC | char | NONE | NONE |
A description, remark, name, or address. | ||||
| cMode | EV01 | char | NONE | NONE |
An option that specifies the type of processing for an event. | ||||
| cCollectionreport | COLL | char | NONE | NONE |
An option that specifies whether the customer's overdue invoices are eligible to appear on the collection report that you send to an external
| ||||
| cApplyfinchargesyn | AFC | char | NONE | NONE |
An option to specify whether to process delinquency fees for the customer.
On
Process delinquency fees
Off
Do not process delinquency
| ||||
| szCompanyofPolicy | KCOR | char | NONE | NONE |
A number that, along with A/R Model Document Type (DTAR) and A/R Model Document Number (DCAR), uniquely identifies the model
| ||||
| None |
| F03B25 Delinquency Policy |