Reconciliation Management CU71

Reconciliation Administrator - initially display search

For the Reconciliation Administrator role, multiple lists will now initially display the filter search.

Program/Business class/Process affected:

• Lists that don't use search forms in the user Reconciliation Administrator menu.

Use this information to test this enhancement:

Verify that lists under the Reconciliation Administrator user menu all have the initially display search filter. This excludes lists with search forms, the System Queues menu, and Custom Groups and Action Reasons menu under General Setup.

JT-1427956

Reconciliation Card View List Enhancements

This enhancement provides Reconciliation Account Structure card view in Reconciliation Management with required updates for better visibility and functionality for SOHO 4.0.

Program/Business class/Process affected:

• PeriodEndReconciliation
• ReconciliationAccount
• ReconciliationAccountStructure

Use these steps to test this enhancement:

1. Test that card views have blue labels when account structures reconciliation type is Accounts and purple label when setup as NonAccount.
2. Confirm when an account structure is not active a label displays of Inactive
3. Verify that account structure keyword search is functional with using Reconciliation Structure as the keyword.
4. Test when either Priority or Risk is set as High, it displays an alert.

JT-1427969

Reconciler - initially display search

For the Reconciler role, multiple lists now initially display the filter search.

Program/Business class/Process affected:

• Lists that don't use search forms in the user Reconciler menu.

To test this enhancement, verify the lists under the Reconciler user menu, that all the lists have the initially display search filter, with the expectations of lists with search forms.

JT-1427973