Plan Level Multi-Currency Value Is Not Selected Under Member Records/Policies Under New Plan (Doc ID 3038496.1)

Last updated on AUGUST 02, 2024

Applies to:

Symptoms

On : 11.3.1.17 version, Client Activity

ACTUAL BEHAVIOR
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On the Agreement Screen when the users are attempting to create a new scheme, there is a base code field called "Currency".
However, the Currency that the user selects in this Field is not pulled through to the Member Records/Policies under that New Plan.
The business needs the ability for a user to select a Currency in this Field and this Currency should then pull through to all the relevant Currency Fields on that specific Screen as well as any Policies linked to that Scheme.

Ex: If the company level has default Currency "USD" for example but the users wants to use "EUR" for the Plan Level capturing from the list of Currencies Plan Field.
The Plan Fields, defaulted to "USD" currency are not changing.


EXPECTED BEHAVIOR
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Expecting Plan Fields to reflect the user captured currency indicator.


STEPS
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The issue can be reproduced at will with the following steps:
1. Create Group Customer -> Agreement Screen -> Product.
2. Create Plan with different Currency from that of the Company.
3. Navigate to Plan Fields and observe that the Currency is defaulted to that of the Company.
 

Changes

Cause

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