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LeasePak 5.3a Release Notes Build Sequence 5.30.1783 Cumulative release notes for LeasePak version 5.3a , build 1783. Notes Sorted by Priority, then by Most Recent/Latest Build Oracle: Reduced srvadm Privileges--Special Notice Build 5.30.1739 MSI has reduced the privileges for the Oracle srvadm user to the minimum necessary: -- SESSIONS GRANT CREATE SESSION TO $DBMS_SRVADM WITH ADMIN OPTION; GRANT ALTER SESSION TO $DBMS_SRVADM WITH ADMIN OPTION; -- USERS GRANT CREATE USER TO $DBMS_SRVADM; GRANT ALTER USER TO $DBMS_SRVADM; GRANT DROP USER TO $DBMS_SRVADM; -- ROLES GRANT CREATE ROLE TO $DBMS_SRVADM; -- TABLES GRANT CREATE TABLE TO $DBMS_SRVADM WITH ADMIN OPTION; -- VIEWS GRANT CREATE VIEW TO $DBMS_SRVADM WITH ADMIN OPTION; -- TRIGGERS GRANT CREATE TRIGGER TO $DBMS_SRVADM WITH ADMIN OPTION; -- PROCEDURES GRANT CREATE PROCEDURE TO $DBMS_SRVADM WITH ADMIN OPTION; -- OBJECTS GRANT SELECT ON DBA_TABLESPACES TO $DBMS_SRVADM; No changes have been made to the DBO's or the end-user's privileges as those are already the minimum needed to function. Upgrading On execution of db_add_srvadm, when Oracle is installed, any existing srvadm user is dropped, and the user account is created again with reduced privileges. This will occur on every execution of db_add_srvadm in an Oracle installation. db_add_srvadm is executed whenever SETUP is run. Sybase srvadm users are not affected by this change. Sybase: RPM Conversion--Special Notice Build 5.30.1695 Before running the upgrade or conversion, make sure your system is set with adequate space for the conversion of the LeasePak database rpm table. The following instructions are from the s53alpux_proc2rpm conversion script file: FILE SYSTEM SPACE PLANNING This script will use $datasets by default for all of its work. This script will need space for the following items: FileSystem/Directory #1 (FS_DIR_1) - the entire rpm table in bcp format at approximately 165 bytes/record FileSystem/Directory #2 (FS_DIR_2) - chunks of rpm table in bcp format expanded by 14 bytes/record The number and size of chunks to allow on FS_DIR_2 are controlled by parameters below. This script will set FS_DIR_1 and FS_DIR_2 to a subdir of $datasets unless the values # V53A_RPM_FS_DIR_1 and V53A_RPM_FS_DIR_2 are in the environment; if either is present, then it will override the corresponding use of $datasets. RPM_CHUNKS will be set to 4 by default, but this can be overridden in the environment by setting V53A_RPM_CHUNKS. Each chunk will contain 50,000 records, or approximately 8.25 megabytes, of expanded RPM data. The number of records, RPM_RECS, will be set to 50000, but this can be overridden in the environment by setting V53A_RPM_RECS. So the space required on FS_DIR_2 is V53A_RPM_CHUNKS * V53A_RPM_RECS * 179. This script bcp's the chunks back into the database in parallel, concurrent processes, and creates new chunks as space becomes available. A final tuning parameter is the bcp batch size. The bcp client groups input records together into batches and dispatches the batches to the data- server. The default batch size is contained in the environment variable SYB_BCP_BATCHSIZE and is set by MSI according to our experience. Your experience may vary and you may override the batchsize by setting the variable V53A_RPM_BATCHSIZE in the environment. You can find these and other rpm conversion instructions in the file $live/conv/syb/s53alpux_proc2rpm. For more information, contact your MSI representative. Sybase: Sybase Versions--Special Notice Build 5.30.1695 In LeasePak version 5.3a, MSI supports the following versions of Sybase for the different OS platforms: HP-UX 11 Sybase 12.0 Red Hat 7 Sybase 12.5 Solaris 8 Sybase 12.0 MSI does not recommend using Sybase 12.5 with HP-UX or Solaris, but if you are using the newer version, you must do the following: Install Sybase 12.5 on your LeasePak server Log on the server using the Sybase installation account Change to the Sybase installation directory (usually this is /opt/sybase, but use the directory you specified as the 'Path of Sybase directory' if different) In the Sybase installation directory, create two symbolic links: ln -s $SYBDIR/ASE-12_5 $SYBDIR/ASE-12_0 ln -s $SYBDIR/OCS-12_5 $SYBDIR/OCS-12_0 Do not install LeasePak on the server until you have completed the above steps. This will allow Sybase 12.5 on HP-UX and Solaris to work in conjunction with LeasePak 5.3a scripts. If you need more information, contact your MSI representative. Upgrade/Conversion--Special Notice Build 5.30.1670 The conversion to 5.3a includes a procedure to correct an issue introduced in versions 5.0a and 5.1a, where conversions from versions previous to 5.0a added a few of the new columns in an incorrect order. Column order as it would appear in a newly created database: rapa d_fasb13_test_s fasb13_teest_c reqa prev_ytd_fed_d prev_ytd_st_d rhqa prev_ytd_fed_d prev_ytd_st_d rhsb valuat_res_d recovery_d Column order as it would appear in a converted database: rapa fasb13_teest_c d_fasb13_test_s reqa prev_ytd_st_d prev_ytd_fed_d rhqa prev_ytd_st_d prev_ytd_fed_d rhsb recovery_d valuat_res_d The correction procedure can also run in a stand-alone mode. MSI recommends that all users of 5.0a, 5.1a, and 5.2a download the procedure and run it for each of their databases in those releases. Databases converted into: 5.1a using builds 5.10.1378 and higher 5.2a using builds 5.20.1584 and higher should not experience this issue, but MSI still recommends that users run the procedure for all 5.0a, 5.1a, and 5.2a databases. Contact your MSI representative for more information. mPower: Additional mPower Changes Build 5.30.1769 Web Service Changes The following table lists many of the Web service changes made between versions 5.2a and 5.3a. For more information, contact your MSI representative. Date Change Notes 7/25/2005 Fixed socket garbage collection. 7/25/2005 Main DataStore object added ability to connect with different XML INI file, in ChannelIT. 7/1/2005 ChannelIT specific changes. Ongoing 9/1/2005 ChannelIT Action servlets. Ongoing 9/29/2005 For ChannelIT LPClient and LPAsset, form edit checks were moved to generated action servlets. 7/27/2005 Application location configuration. 7/27/2005 Main DataStore object added in another form action type. 8/16/2005 Notebook changes. 8/16/2005 Moved Notebook-specific code from MsiAppOriginator to Notebook. 8/24/2005 XML Request object changes to allow for ChannelIT to use different XML INI file. 9/8/2005 User Defined fields now in the code generator. 9/12/2005 MsiAppExtractor changes. 10/4/2005 New UDF methods for ChannelIT. 10/14/2005 Multiple environment changes. 10/27/2005 Set type mappings to 1.2 (default for Axis 1.2) for all Web services to prevent SOAP changes in future upgrades. 11/2/2005 Moved Notebook methods to generator. 12/20/2005 Added status to extractApplication call. 12/23/2005 Updated XSOX DTD to pass ALLOW for error field in XSOX documents. 1/20/2006 PrincipalWUWD added. 2/1/2006 Moved LPClient-specific code from MsiAppOriginator to LPClient. 2/1/2006 Refactored MsiAppOriginator internals to use SAX parser instead of DOM parser. 2/3/2006 Fixes in MsiAppOriginator. 2/8/2006 Fixes in MsiAppOriginator. 2/8/2006 Debug logging changes to call getApplicationRoot() standard function call for multi-installation configuration. 2/9/2006 MsiAppOriginator--switched SAX parser form type 2 to type 1 (standard J2EE ). 2/10/2006 Added new interface to MsiAppOriginatorDocLit. 2/21/2006 XML Request Object code cleanups for memory and performance improvements. 2/21/2006 MsiAppOriginator--added internal object garbage collection. 2/21/2006 XML building object--memory improvements through changes to Strings and StringBuffers. 2/28/2006 PrincipalWUWD--implemented internals to call API. 2/28/2006 Added LPBookLease files. 2/28/2006 MsiAppOriginator and main DataStore--fixed message returning to implement small stack to stop processing if 2 errors occur consecutively. 3/1/2006 MsiAppOriginator and main DataStore error message stack fixes. 3/1/2006 Escape messages returned from MsiAppOriginator to return true XML document. 3/1/2006 LPBookLease--implemented getCreditLimit and extractBookLease. 3/3/2006 LPBookLease fixes. 3/9/2006 MsiAppExtractor and LPNotebook--Notebook fixes. 3/10/2006 LPBookLease--implemented updateCreditLimit API call. 3/13/2006 Checksums moved into generated objects to make them accessible in MsiAppExtractor. mPower Changes: lpaxmldrvr The following table lists many of the changes made to lpaxmldrvr between versions 5.2a and 5.3a. For more information, contact your MSI representative. Date Description 1/3/2006 Added mxzipchk_sn function call and prototype. 1/4/2006 Changed function interfaces to make them bufferable. 1/9/2006 Added file handle for flushing code. 1/11/2006 Made change to flush socket rather than close. 1/13/2006 In progress fix for Linux error. 1/17/2006 Added more fields. 1/18/2006 Added dlr_subsidy_incm_d. 1/18/2006 Removed reference to lxnetwork_em_close.c. 1/18/2006 Fixed error messages to send both stderr and stdout. 1/18/2006 Fixed field name spelling. 1/19/2006 Made update rgc table fixes. 1/23/2006 Changed real to double. 1/26/2006 Fixed edit dollar calls. 1/27/2006 Fixed error. 2/2/2006 Fixed Notebook key size. 2/2/2006 Fixed error message. 2/3/2006 Fixed error in normal master switch check. 2/3/2006 Fixed dots in map. 2/8/2006 Added return code to map. 2/9/2006 Fixed map designation to work in C code. 2/9/2006 Fixed end transaction calls. 2/10/2006 Fixed cancel transactions. 2/13/2006 Added better messages for user. 2/16/2006 Fixed return type. 2/21/2006 Fixed message for rgc types--added edit checks to make sure right type was sent. 2/22/2006 Fixed compile issues. 2/23/2006 Fixed typos. 2/23/2006 Fixed missing declaration. 2/24/2006 Added checksum. 2/24/2006 Removed unused variable. 2/24/2006 Fixed the lease and asset aliases. 2/24/2006 Fixed size of bank code for update to be 5 instead of 10. 2/24/2006 Fixed null data attribute. 2/28/2006 Changed success message. 2/28/2006 Added new calls for 1813 and 1814. 3/1/2006 Added in PCRO. 3/1/2006 Made update to use new interfaces. 3/1/2006 Fixed minor error. 3/3/2006 Added check for principal balance. 3/3/2006 Fixed problem with error messages. 3/6/2006 Removed the rgc from the Vendor search. 3/6/2006 Fixed error in not retrieving all the records for booked deals. 3/7/2006 Added more edit checks to validate that data being sent into the notebook table was valid. 3/8/2006 Fixed error in the insert and update of Oracle notes. 3/8/2006 Added ability to get the credit balance. Documentation Suite Change Build 5.30.1739 Changes to the mechanics of the Documentation Suite prevent incomplete and/or incorrect loading of documents. If your browser does not replace the message displayed below with your document after a few seconds, consult Document Load Troubleshooting for instructions on how to fix the problem. You can find Document Load Troubleshooting along with the printed copy of the Release Notes, as well as in the ReadMe folder. Contact your MSI representative for more information. Your document is loading... This message should disappear within 5-15 seconds, depending on the size of the document and the speed of your connection to the Documentation Suite. If you can still see this message after 20 seconds, try clicking the Refresh or Reload button on your Web browser. If your document still does not load, refer to Document Load Troubleshooting for instructions on how to fix possible problems with either your Documentation Suite installation or Web browser setup. If you do not have read access to the parent docsuite directory, you will not be able to load the Document Load Troubleshooting document. In this case, contact your network administrator for assistance. mPower: mPower Changes, 5.2a to 5.3a Build 5.30.1695 Many changes have been made to the mPower code base to fix various discrepancies in ChannelIT, LinkIT, and ServIT. Listed below are some of the changes made to enhance functionality: A single Notebook record can now be sent in through the MsiAppOriginator web service. Refer to the new MsiAppOriginator DTD for details. The DTD is now auto generated, and an XML schema is generated as well. The advantage is that the new DTD and schema contain all API elements. For example, the DTD lists all payment elements, from payment_Freq_0 to payment_Freq_359. The XML element to LeasePak field correspondences are now listed in the document Supported Fields. mPower applications now use Apache Axis 1.2. You should upgrade to Apache 2.0.x and Axis 1.2 if you have not already done so. SOAP type mapping now defaults to 1.2, meaning that the SOAP call has changed as a result of upgrading to Axis 1.2. To revert to 1.1 type mapping, change the deploy.wsdd 'typeMapping' from 1.2 to 1.1 and redeploy the API. Two new document-literal (non-wrapped, stateless) web services are now available: MsiAppOriginatorDocLit and MsiAppExtractor. Refer to Document-Literal Web Services for more information. ChannelIT Changes For ChannelIT Users Only The security model of ChannelIT has been improved to allow users greater flexibility in originating and working with new business while still maintaining proper restrictions. ChannelIT users can now simultaneously add a new lessee and application, reducing the amount of steps required to originate deals. ChannelIT users (except for dealer users) can now access Client Search (as in the standard LeasePak client interface) to search for existing clients and relationships. Dealer users access a custom SQL procedure to perform a similar function but with added restrictions. Users can now sort the ChannelIT work schedule and other results tables by any column present in the table. Reports in ChannelIT now use the new LeasePak XML report format. New End of Period Modules Build 5.30.1695 MSI added three new End of Period modules in LeasePak version 5.2a: Auto Security Deposit Suspense Disbursal [U0436] ALI Insurance Data Export [U0438] Batch Meter [U0448] For users upgrading from 5.2a to 5.3a, the upgrade procedure to 5.3a turns these modules off (sets them to skip or not run during End of Period). If you are using these modules, you will need to turn them on in Portfolio [U0212]: End of Period Customizations after upgrading to 5.3a. Contact your MSI representative for more information. Build-Specific Changes Sorted by Build Sequence Number The following table notes changes related to specific builds in 5.3. For more information on any of these changes, contact your MSI representative. Build Date Change 5.30.1689 8/16/2005 Stored procedure changes. 5.30.1690 8/19/2005 Queue Manager fixes for Linux platform. 5.30.1726 1/11/2006 Stored procedure changes. 5.30.1738 1/25/2006 Menu security enhancements. 5.30.1743 2/3/2006 Stored procedure changes. 5.30.1749 2/28/2006 Stored procedure changes: ora_mpkg_client.sql, ora_mpkg_customize.sql , syb_mp_altlsepayinfo.sql, syb_mp_u1101lx1b.sql. 5.30.1754 3/22/2006 API fixes. 5.30.1755 3/22/2006 Patch fix for 518285. 5.30.1759 4/3/2006 Client and server builds required to be in sync per 518551. Running db_replace_code may be required. Contact MSI for more information. Stored procedure changes: ora_mpkg_trig.sql , ora_mt_rap.sql. 5.30.1762 4/19/2006 Client and server builds required to be in sync per 518551. Running db_replace_code may be required. Contact MSI for more information. API customers: awareness needed of 518340. 5.30.1768 5/17/2006 Client and server builds required to be in sync per 518551. Running db_replace_code may be required. Contact MSI for more information. 5.30.1779 7/28/2006 ACH 'type' enhancement. 5.30.1781 8/15/2006 API outstanding loan balance enhancement. LeasePak Database Changes List of All Changes Grouped Alphabetically by Table Name ral: Lessee Add Column to Existing Table Column New Value (if any) Description Datatype Initial Fill stax_exempt_s Sales/use tax exempt code char/4 'NONE' rapa: Application 2 Add Column to Existing Table Column New Value (if any) Description Datatype Initial Fill revolving_drawdown_c Revolving drawdown credit (Y/N) switch 'N' stax_exempt_s Sales/use tax exempt code char/4 'NONE' oper_drawdown_d Operating lease application drawdown amount double/10.2 '0.0' raq: Application Asset Add Column to Existing Table Column New Value (if any) Description Datatype Initial Fill ptax_exempt_s Property tax exempt code char/4 'NONE' d_ptax_last_used_s Property tax last used date date NULL stax_exempt_s Sales/use tax exempt code char/4 'NONE' rau: Application User Profile Add Column to Existing Table Column New Value (if any) Description Datatype Initial Fill override_drawdown_c Override drawdown credit balance and expiration date (Y/N) switch 'N' rbp: Batch Payment Add Column to Existing Table Column New Value (if any) Description Datatype Initial Fill cus_s Customer char/9 NULL grp_s Group char/3 NULL rca: Lease Form Add Column to Existing Table Column New Value (if any) Description Datatype Initial Fill late_chrg_on_orig_amt_c Calculate late charge on original amount (Y/N) switch 'N' rcc: Custom Code Insert New Unique Record in Table rcc_flg_c cd_typ_s cd_shrt_s cd_long_s security_l '1' 'PPT.EXEMPT' 'PPT EXEMPT CODE' 7 '2' 'PPT.EXEMPT' 'NONE' 'NOT PPT EXEMPT' 0 '2' 'PPT.EXEMPT' 'NOLR' 'NOT EXEMPT LES PAY' 0 '2' 'PPT.EXEMPT' 'NABT' 'NOT EXEMPT ABATE' 0 '2' 'PPT.EXEMPT' 'N3PT' 'NOT EXEMPT 3RD PARTY' 0 '2' 'PPT.EXEMPT' 'NINV' 'NOT EXEMPT INVENTORY' 0 '2' 'PPT.EXEMPT' 'NREP' 'NOT EXEMPT REPO/INV' 0 '2' 'PPT.EXEMPT' 'ELES' 'EXEMPT LES PAY' 0 '2' 'PPT.EXEMPT' 'EL3P' 'EXEMPT LES 3RD PTY' 0 '2' 'PPT.EXEMPT' 'ELAB' 'EXEMPT LES ABATE' 0 '2' 'PPT.EXEMPT' 'EXPT' 'EXEMPT FROM PPT' 0 '2' 'PPT.EXEMPT' 'EXLO' 'EXEMPT LOAN' 0 '2' 'PPT.EXEMPT' 'EXLP' 'EXEMPT LEASE/PURCH' 0 '2' 'PPT.EXEMPT' 'EXLV' 'EXEMPT LEV LEASE' 0 '2' 'PPT.EXEMPT' 'EXSL' 'EXEMPT SOLD' 0 '2' 'PPT.EXEMPT' 'EXMV' 'EXEMPT MOVED' 0 '1' 'STX.EX.LSE' 'STAX EXEMPT LSE CODE' 7 '2' 'STX.EX.LSE' 'NONE' 'LSE NOT STAX EXEMPT' 0 '2' 'STX.EX.LSE' 'ELEC' 'EXEMPT LSE EXMP CERT' 0 '2' 'STX.EX.LSE' 'ELDP' 'EXEMPT LSE DPAY CERT' 0 '1' 'STX.EX.AST' 'STAX EXEMPT AST CODE' 7 '2' 'STX.EX.AST' 'NONE' 'AST NOT STAX EXEMPT' 0 '2' 'STX.EX.AST' 'EAUP' 'EXEMPT AST PD UPF PU' 0 '2' 'STX.EX.AST' 'EAUG' 'EXEMPT AST PD UPF GR' 0 '2' 'STX.EX.AST' 'EALO' 'EXEMPT AST LOAN' 0 '2' 'STX.EX.AST' 'EA3P' 'EXEMPT AST 3RD PTY' 0 '2' ' ACC.L' 'AVLE' 'ADV S*FLT PRN 30 DY' 0 '2' ' ACC.L' 'RVLE' 'ARR S*FLT PRN 30 DY' 0 rcg: Custom General Add Column to Existing Table Column New Value (if any) Description Datatype Initial Fill xsl_rpt_template_path_s XSL report template directory char/120 NULL reqa: Asset 2 Add Column to Existing Table Column New Value (if any) Description Datatype Initial Fill ptax_exempt_s Property tax exempt code char/4 'NONE' d_ptax_last_used_s Property tax last used date date NULL stax_exempt_s Sales/use tax exempt code char/4 'NONE' rlsb: Lease 3 Add Column to Existing Table Column New Value (if any) Description Datatype Initial Fill stax_exempt_s Sales/use tax exempt code char/4 'NONE' cash_control_used_c Cash Control used (Y/N) switch 'Y' if rpm not empty rma: Master Application/Lease Cross-reference NEW TABLE Create New Table New Table New Name (if any) New Description (if any) yes rma Master Application/Lease Cross-reference Add Column to New Table Column New Value (if any) Description Datatype Initial Fill master_app_s Master application number lse_s Lease timestamp Optimistic locking Add Index to New Table Index New Value (if any) Pieces Description rma_idx0 master_app_s, lse_s Unique, clustered, Iotpk rpay: Portfolio Add Column to Existing Table Column New Value (if any) Description Datatype Initial Fill cash_control_used_c Cash Control used (Y/N) switch 'Y' if rpm not empty rpm: Check Payment Master Add Column to Existing Table Column New Value (if any) Description Datatype Initial Fill cus_s Customer char/9 ' ' grp_s Group char/3 ' ' Add Index to Existing Table Index New Value (if any) Pieces Description rpm_idx3 cus_s, grp_s,d_batch_s, batch_num_s, batch_seq_num_s Unique, Changes rsc: Operator Security Add Column to Existing Table Column New Value (if any) Description Datatype Initial Fill xml_rpts_c XML reports (Y/N) switch 'N' output_device_selection_c Output device selection(Y/N) switch 'Y' terminal_only_c Terminal output only(Y/N) switch 'N' Enhancements Sorted by Ticket Number 512654 Customer/Group Payments for Cash Control Users Requires the Cash Control module. Cash Control users can now apply and reverse payments by Customer/Group, using most of the same updates as for processing individual lease payments. 514903 Red Flag Warning in Payments A Red Flag Warning message attached to a LeasePak Client will now also display in the Payments [U0102]: Payments update. Red Flag Warning 515396 Deferred Book Depreciation in F5 Lease Summary Requires the Customer Service Tracking module. The Asset tab of F5 Lease Summary now includes a field for Deferred Book Depreciation. This field displays when the Portfolio [U0212]: Miscellaneous Customizations switch Prorate Inc, IDC/IDR, Depr is turned on (checked or set to 'Y'). Portfolio [U0212]: Miscellaneous Customizations, Prorate Inc, IDC/IDR, Depr (field) Customer Service [U16]: F5 Lease Summary, Asset Tab 515586 PTMS Interface Requires the Batch Assessments module. LeasePak now has an improved, two-way interface to the Property Tax Management System (PTMS) software. The interface includes LeasePak utilities for exporting data to PTMS and importing property tax assessments, as well as a new update, Batch Assessment Maintenance [U0232], which allows the user to delete assessment records from imported Batch Assessment files prior to processing. LeasePak Utility 219 Transfer data from scratch files into RBS table for BA LeasePak Utility 222 PTMS Export Batch Assessment Maintenance [U0232] 515590 Lease Extension Information in F5 Lease Summary Requires the Customer Service Tracking module. The Lease Summary [F5] Original Information tab now includes expanded lease extension information, allowing the user to select an extension from one or more that may have been applied to the lease. Customer Service [U16]: F5 Lease Summary, Original Info Tab 515591 Drawdown Revolving Credit Requires the Drawdown/Customer Exposure module. Application Drawdown now includes a new function, Drawdown Revolving Credit, where the drawdown balance of a Master Application is restored as its sub leases and loans are paid off or terminated. Drawdown Tracking, Drawdown Revolving Credit 515618 Personal Property Tax Exemption Codes Users can now attach additional, informational only Personal Property Tax exemption codes to pending or booked assets, using Application [U0801] Application Asset Tabs, New Lease [U0101] Add Asset, or Asset [U0210]. Users can choose from several codes included, or customize the codes (category PPT.EXEMPT) through Custom Code [U0722]. Application [U08]: Assets, PPT Tax Exempt Code (field) New Lease [U0101]: Add Asset, Prop Tax Exempt Code (field) Asset [U0210], Prop Tax Exempt Code (field) Custom Code [U0722], Category Listing 515619 Sales/Use Tax Exemption Codes Users can now attach additional, informational only Sales/Use Tax exemption codes to lessees, applications or leases, or pending or booked assets, using Lessee [U0203], Application [U0801] Application Tabs or Asset Tabs, New Lease [U0101] Add Asset or Book Lease, Master Financial [U0202], or Asset [U0210]. Users can choose from several codes included, or customize the codes (categories STX.EX.AST and STX.EX.LSE) through Custom Code [U0722]. Lessee [U0203], Use Tax Exempt Code (field) Application [U08]: Add/Change/View, Use Tax Exempt Code (field) Application [U08]: Assets, Use Tax Exempt Code (field) New Lease [U0101]: Add Asset, Use Tax Exempt Code (field) New Lease [U0101]: Book Lease, Use Tax Exempt Code (field) Master Financial [U0202], Use Tax Exempt Code (field) Asset [U0210], Use Tax Exempt Code (field) Custom Code [U0722], Category Listing 515633 Calculate Late Charges Based on Original Invoice Amount optional The Lease Form [U0721] update now includes a new field, Calc Late Charge on Orig Invoice Amount. This field defaults to unchecked (turned off), which continues the current behavior of calculating the late charges based on the current actual invoice amount, including any partial payments the Lessee may have made. Checking this field (turning it on) calculates late charges based on the original invoice amount, regardless of any partial payments. Lease Form [U0721], Calc Late Charge on Orig Invoice Amount (field) 516188 Residual Income in Net Cost for Lease Discounting Requires the Lease Discounting module. For Lease Discounting Portfolios where the Net Cost Calc Method is 'C' (Contract Receivable) and Accrete Residual is Y, the Lease Discounting [U0123] update now includes a new field, Include Unearned Residual Income in Net Cost. This field defaults to checked (turned on), which continues the current behavior of including Residual Income in the Net Cost and Net Income calculations. Unchecking this field (turning it off) excludes the Residual Income from the calculations. Contact your MSI representative for more information. Portfolio [U0212]: Miscellaneous Customizations, Net Cost Calc Method (field) Portfolio [U0212]: New Lease Customizations, Accrete Residual (field) Lease Discounting [U0123], Include Unearned Residual Income in Net Cost (field) 516449 Display Printer Selection or Terminal Only LeasePak now provides the option of displaying a report's destination selection (Printer, Terminal, Terminal and Printer, etc.) screen before the selection criteria screen, or bypassing the destination screen and displaying the report on screen only. Settings selected through Report Profile [F4] or Security [U0706] apply to all LeasePak reports for that user. LeasePak Basics, Report Profile Security [U0706], Reports Tab 516461 Salesperson Name Included in F5 Lease Summary and Application [U08] Lists LeasePak now includes the Salesperson name as well as the code/number for dropdown lists in F5 Lease Summary and Application [U08]. Application [U08]: Add/Change/View, Financial Tab 4 Customer Service [U16]: F5 Lease Summary, Dates/Codes Tab 516465 Vertex Interface Enhancement Requires the Vertex Interface module. Improvements to the interface remove the need to run clear_vertex or to run db_setup_rst to prepare a seed dataset for Vertex datafiles. Vertex Interface [U0437] 516566 DAVOX Upload LeasePak Utilities (lpadriver.exe /util or lpautil.exe) now includes an option to upload DAVOX files. LeasePak Utility 226 DAVOX Upload (No ticket number.) XML Report Option LeasePak now provides the option of displaying reports using XML-based HTML option. Through F4 Report Profile or Security [U0706], the user can elect to use the new HTML reports or continue using the traditional text format. Some reports are still only available in the traditional format; these will continue to display as before regardless of the user's setup. Eventually all reports will have the XML option. LeasePak Basics, Report Profile Security [U0706], Reports Tab 514617 LeasePak Utility 227 Create 'Catch Up' Version of Invoice Scratch File This utility enables users to generate an invoice scratch file for all deals booked with a commencement date prior to the current date or booked since the last End of Day (End of Period) was run. For example, if today is the 5th and the user books a deal with a commencement date of the 1st (and invoice deferral days are set at 0), the deal has missed the invoicing cycle for the 1st of the month and, under normal circumstances, would not be picked up for invoicing until the next 1st of the month. With this utility (run either interactively or as a cron job), users can generate invoice scratch files for these types of back-dated or interim deals. The utility uses the invoice deferral days settings to determine whether or not a lease or loan needs to be included in the 'catch up'. The scratch file lpu0302a.scr is written to the current working directory of the process and not to the End of Period (EOP) directory. This is a separate but standard lpu0302a.scr scratch file; whatever invoice-generating process used for the EOP invoice scratch file should be used on this file as well. LeasePak Utility 227 Create 'catch up' version of invoice scratch file 516753 Asset Payment Amount in Invoice Scratch File The invoice scratch file now includes the asset payment amount ( DEQ::PMT_AMT_D). Cycle Invoices [U0302], Invoice Items 516824 Financial Institutions Increased to 10,000 The user can now enter up to 10,000 financial institutions through the Financial Institution Name [U0708] update. Financial Institution Name [U0708] 516912 Option to Display LeasePak Windows in Top Left Corner The user can now choose through a File, Setup setting whether or not to have report, update, etc. windows display in the top left of the LeasePak container window. This option does not affect the following: logon screen, Fast Menu, Help/About, search screens, U0814 status bar screen. LeasePak Setup, Display windows at top/left corner (field) 516913 LeasePak Client Installation Options 'Typical' or 'Custom' Now when users install the LeasePak Client on their computers, they can choose from 'Typical', which installs the most common options, and 'Custom', which allows users (as long as they have the appropriate registration keys included in their licenses) to add other components such as Automated Lease Document Generation. LeasePak Client 516695 Portfolio PAP/ACH Control File Field Enhancements Requires the Electronic A/R (ACH/PAP) module. Portfolio [U0212]: PAP/ACH Control File now includes the following field availabilities: Portfolio [U0212]: PAP/ACH Control File 515689 Lease-Level Options Added to PAP Switch for ACH-Type PAP Requires the Electronic A/R (ACH/PAP) module. For users of ACH (Automated Clearing House) type PAP, the lease-level switch called PAP (Y/N/R) in New Lease [U0101]: Book Lease and Master Financial [U0202] and called PAP (Y/N) in Application [U08]: Tab 7 and Miscellaneous Billing Info [U0227] now offers three additional choices listed below. LeasePak displays these in the Application Inquiry [R0502], Lease Inquiry [R0905], and F5 Lease Summary. New Lease [U0101]: Book Lease, PAP (field) Master Financial [U0202], PAP (field) Application [U08]: Add/View/Change, Statement Details Tab 7, PAP (field) Miscellaneous Billing Info [U0227], PAP (field) 516303 Lease Selection Option Added to Customer Service User Profile Requires Customer Service Tracking module. The Menu tab of Customer Service User Profile [U1631] now includes the option to grant or deny access to Lease Selection. Customer Service User Profile [U1631] 516962 AVLE/RVLE Accrual Methods MSI has added a new 30/360 option to its floating simple interest VL accrual methods-AVLE for accruals in advance and RVLE for accruals in arrears. Lease/Loan Accrual Methods, Floating Simple Interest 516985 Extended Effective Payment/Payoff Date for Matured IBLs Requires the Loan Accounting module. LeasePak now allows you to specify an effective date as far forward of the accrued-to date as needed for IBLs (Interest Bearing Loans) in NMAT (matured) status and with Capitalize Interest set to 'N'. This applies to payments, batch payments, payoffs/terminations, and batch payoffs (note that you cannot process B Method IBLs through Batch Payoff). 517169 Per Diem Interest Calculations for IBLs in Payoff Quote Requires the Loan Accounting module. Payoff Quote [U0213] now includes a per diem interest calculation for IBL quotes when the effective date is set later than the initially defaulted effective date and Future Pmts Recd is set to 'N'. Payoff Quote [U0213] 517495 Enhancements to Password Security LeasePak now includes a switch in Security [U0706] to force a user to change LeasePak passwords on the next login. Also, HP-UX and Solaris administrators can use the Unix password lock-out function to prevent specified users from changing their passwords. Security [U0706], Waiver Tol./Password Tab, Force password change next login (field) 517496 Enhancements to Valuation Reserve/Partial Charge Off LeasePak now allows you to change the amount of Valuation Reserve for a lease in NMAT (matured) status, and MSI has modified the general ledger accounting for Valuation Reserve to debit and credit accounts only for the actual amounts of change. Partial Charge Off [U0130] 517566 Include or Exclude Sales/Use Tax in Delinquency Calculations LeasePak now allows the user/administrator to select in Portfolio [U0212]: Assessment Customizations whether or not to include sales/use tax in delinquency Calculations. Portfolio [U0212]: Assessment Customizations, Assessments 517576 Additional Fields in Invoice Scratch File LeasePak now includes new fields in the invoice scratch file for asset payment, principal outstanding, interest rate, interest amount, days used to calculate interest, and output for a new note type, SCR, available in the customer, lease, and asset notebooks. Cycle Invoices [U0302], Invoice Items 517581 Start Date and End Date Added to Payment Schedules LeasePak now displays a Start Date and End Date for each payment stream in the Application [U08]: Tab 8 and Lease Summary F5 Asset and Original Information tabs' payment schedules, providing the user with a date reference for the length of each payment stream. Application [U08]: Add/Change/View, Payment Sched. Tab 8 Customer Service [U16]: Lease Summary F5, Asset Tab Customer Service [U16]: Lease Summary F5, Original Info Tab 518008 Conversion Utility for G/L History Scratch Files LeasePak has a new utility that allows users to convert all gl_hist.scr in a specified directory into corresponding gl_hist.rpt fixed-length ASCII files. LeasePak Utility 231 Transfer data from GL_HIST scratch files to ASCII files 518073 Date Prior to Today's Date Warning in Base Rates For the Change Financial Institution, Multi Update Financial Institution, and Update All Financial Institution options of Base Rates [U0705], LeasePak now warns if you enter a date range start date prior to today's date. Base Rates [U0705] 516888 LPBookLease Web Service mPower only. The API now includes a new Web service, LPBookLease, that allows the user to perform a variety of functions on a booked lease, including getting the revolving credit limit of a master application or a booked lease using revolving credit, updating the revolving credit limit of a booked lease, and extracting various items of information from a booked lease. For more information, refer to the Document-Literal Web Services document. Document-Literal Web Services 517299 PrincipalWUWD Web Service mPower only. The API now includes a new Web service, PrincipalWUWD, that allows the user to perform the 4 functions from the interactive LeasePak IBL Principal Adjustment [U0125]--Principal Write-Down, Principal Write-Down Reversal, Principal WriteUp, and Principal Write-Up Reversal--all using the API. For more information, refer to the Document-Literal Web Services document. Document-Literal Web Services 517579 IBL Interest Accrual After Maturity For 'B' method IBLs only. LeasePak now has the ability to continue accruing interest on IBLs that have unpaid outstanding principal after maturity. For more information, refer to the IBL Interest Accrual After Maturity section of the new Interest Bearing Loans overview document in progress. Interest Bearing Loans, Interest Accrual After Maturity 518008 Conversion Utility for G/L History Scratch Files: Revised LeasePak has a new utility that allows users to convert all gl_hist.scr in a specified directory into corresponding gl_hist.rpt fixed-length ASCII files. For more information, refer to the LeasePak Utilities documentation. Revisions: the utility now overwrites existing gl_hist.rpt scratch files. Also, zero dollar amounts are now represented as |0|. LeasePak Utilities, 231 Transfer data from GL_HIST scratch files to ASCII files Discrepancy Fixes Grouped by Verified or In Progress, Sorted by Ticket Number Verified For these, code changes have been delivered and verified at time of publication. Ticket Number Main Update or Report Description Ver/Build (n.nn.nnnn) 22566 U0210 Incorrect geo-code appeared in the req file after changing the location of a booked asset from one to another of the multiple cities carrying the same city code. 5.30.1711 510167 Lease Summary F5 In Lease summary the billing address didn't reflect the real billing address. 5.30.1713 511084 U0210 User was unable to change the location code when a city was in multiple counties. 5.30.1642 511454 U0114 Change Lease Key reversed accruals and reaccrued even though the Accrued to Date was used for the change key. 5.30.1623 512393 U0101 U0101 Multi Asset disbursal incorrectly required the addition of a session balance. 5.30.1625 513570 U0412 Erroneous U0412D report was generated when an NMAT lease had a remaining balance due on the accrual day. 5.30.1708 514958 R0926 The interest and principal split was incorrectly readjusted during the next month's accrual when a RAX5 loan had a Contract Date prior to the Commencement Date and Lease Date Affects Yield was set to Y. 5.30.1614 515830 U0418 Assessments failed to create a future Invoice Date using Off Lease functionality. Update was using last accrued date causing invoices to be back-dated and not included in the invoice scratch file. 5.30.1690 516100 U0704 User received 'Runtime error 6 Overflow' in U0704 (all menu options) when deleting and changing address/name items. 5.30.1707 516151 U0109 Following U0129 updates, IBL suspense items were being created that did not meet edit checks. 5.30.1670 516207 U0109 Non-IBL (AOSL, AAPR) contracts with Suspense item(s) that had U0109 Suspense Change maintenance incorrectly changed original payment effective date to maintenance date in all batch payment record tables. 5.30.1670 516236 F5 Lease Summary Paid Thru Date appeared to change to the incorrect date on F5 after End of Period was run. 5.30.1606 516243 R0924 The dropdown menu of the Security report was not showing names in alphabetical order. Related to 515964. 5.30.1629 516277 U0301 LeasePak exhibited incorrect accruals for OV and VV type leases nearing maturity. 5.30.1616 516406 LPVB User was able to bypass message 'Your password has expired. You will not be allowed into LeasePak until you change it'. 5.30.1642 516407 F5 Lease Summary LeasePak was not calculating tax on the payoff when tax code NOUT was used. 5.30.1662 516422 U0212 User received error: BASIC ERROR #58 ? ON statement out of range'. 5.30.1642 516442 U08 Application User received error 'Runtime error 6' while attempting to add an application with an acquisition cost of zero, add an asset, then change the acquisition cost. 5.30.1642 516448 U0103PF LeasePak was changing the payoff Effective Date in Payoff if there was a Suspense item with an Effective Date prior to the last accrued-to date. 5.30.1654 516450 LPVB LeasePak was generating errors 'sybSqlParse_buildingBinds()Insufficient memory to allocate result binds' due to memory leaks in BloLib32. 5.30.1643 516485 U0725 The first screen/form in Sales Tax on Assessments had the word 'Assessments' misspelled. 5.30.1651 516499 U0102BR User received error 'Exceeded maximum number of lines per batch (200), contact MSI' while attempting to reverse payments using Batch Number Payment Reversal. 5.30.1654 516500 F5 Lease Summary The Lease Balance field on the F5 Lease Summary was incorrect when the lease was set up for advance billing (greater than 30 days). 5.30.1657 516512 F5 Lease Summary The Lease and Asset Payoffs on the F5 Lease Summary were incorrect when the lease was set up for advance billing (greater than 30 days). 5.30.1657 516520 U0125 Cash Control. LeasePak would not allow a user to reverse transactions after Principal Write Down followed by Payments using the same Effective Date. 5.30.1657 516521 U0103 Payoffs for IBLs Booked with IBL Behavior 'B' did not adjust the Payoff Interest (PmtsOutstanding) on a daily basis based on the Payoff Effective Date. 5.30.1686 516528 R0927 An IBL RAX5 monthly contract that received only 1 principal paydown in the next-to-last payment corrupted the final R0404 Receivable when the next payment was attempted. 5.30.1683 516562 U0109 User received apparently incomplete error message 'Suspense item has already been cleared by'. 5.30.1661 516578 F5 Lease Summary In the Lease Summary, the total of the individual Asset Payoffs did not equal the Lease Payoff. 5.30.1668 516626 R0205 The R0205 Check Cash Disbursal Report produced erroneous disbursements not necessarily affiliated with the lease selected to process. 5.30.1684 516673 U0210 User received error 'Lxbuffer: Update call not proceeded by a Get' while in Asset Maintenance. 5.30.1663 516699 U1101 The extension/deferment counter was not taking into consideration payments made to invoices but still left open. 5.30.1678 516701 U0105 In Multi lease waiver, the assessment code was not being cleared out correctly. 5.30.1669 516704 U0126 Cash control batch was hanging due to asset record not being in memory. Fixed through test ticket 516149. 5.30.1669 516705 U0102 Creating a suspense record via U0102 with no outstanding A/R created a batch with no effective date on the RPM record. 5.30.1695 516706 U1101 F5 The last payment amount and last payment date fields were incorrect on the lease summary screen. 5.30.1678 516713 U0203 User received server error: 'Lxbuffer: record being added to Sorted Memory is not in sort order'. 5.30.1673 516748 U0305 When real time collections queuing was turned on and interactive batch payments for customer/group performed via U0305, portfolio corruption was seen throughout the reports. 5.30.1673 516774 U0305 Processing a customer group batch payment produced the following error message: 'Lxbuffer: Sequential call, but Current Record pointing to Unsorted Memory'. 5.30.1676 516780 U0901 U0901 Book Notes Payable still prompted for an output device even though the Display Printer Selection had been turned off. 5.30.1678 516783 U0904 U0904 Principal and Schd Adjustment still prompted for an output device even though the Display Printer Selection had been turned off. 5.30.1678 516784 U0905 U0905 Notes Payable Accrual still prompted for an output device even though the Display Printer Selection had been turned off. 5.30.1678 516801 U0302 Property Tax Assessments and the sales taxes associated with them were not appearing. The PPT assessments seemed to disappear when the next month's payments were created. 5.30.1735 516815 U11 Alt Coll Summary Vehicle Finance/Alternate Collections Summary. User received error 'error message 0 could not be found' while attempting to use Collections screen. 5.30.1680 516820 Utility 217 (Oracle) user received error 'btx ENLP rxora_dzu_to_rzu.c: null character found in string field in dzu map a t byte offset 24 etx'. 5.30.1680 516822 U0102 Outstanding Principal became corrupted in payment reversal for IBL. 5.30.1679 516832 Lease Summary F5 User received message: 'Lessee does not exist' when accessing Customer Summary on existing lease. 5.30.1680 516846 U0305 Payment on loan with a principal pay down after last payment effective date and accrual to-date had an erroneous Outstanding Loan Balance. 5.30.1680 516849 DAVOX Oracle only. Credit reports were causing an error. 5.30.1713 516860 U0301 Outstanding principal was corrupt for odd first payment if the first invoice was paid on the commencement date. 5.30.1680 516878 Reports The F1 reference guide hot key did not work with reports where the first screen (selection criteria) had a check box. 5.30.1682 516882 U0305 User received error 'mxprint: Error opening file: '. 5.30.1681 516899 R0905 When a full payment was applied to an outstanding invoice, followed by another payment via U0305, report showed an incorrect Principal Outstanding Balance. 5.30.1684 516902 U0706 LeasePak did not allow de-selection of reports for Report Only Users. 5.30.1684 516904 U0227 User received error 'Invalid PAP Institution ID' while attempting to enter the PAP Institution ID in the Misc Billing Info screen. 5.30.1689 516909 R0115 Report grand and subtotals were not working correctly. 5.30.1703 516925 R0902 Report header for subtotal section was incorrectly labeled Grand Totals. 5.30.1703 516928 R0902 Report column titles Cost and Date should have been Total Lease Cost and Lease Date, respectively. 5.30.1703 516929 R0109 When the Model Amortization was run by Lease Number on a Lease with a Residual, the Residual Income ceases prior to End of Term, and Lease Income had Balancing Final Income, so that Total Income = Total Lease Income, instead of Lease Income + Residual Income. 5.30.1695 516930 R0103 Cust and Vendr labels display was truncated. 5.30.1686 516931 U0214 Splitting an Asset and changing the Optional Residual in the Asset update [U0210] caused the Optional Residual displayed in the Lease Summary F5 to be incorrect. 5.30.1704 516936 R0305 Part of the report column header was misaligned. 5.30.1703 516968 U0126 Cash Control batch froze while processing. 5.30.1686 517011 R0403 Report had the columns reversed between General Ledger Balances and Detail Record Totals. 5.30.1703 517014 U0103 Suspense effective date not functioning properly. 5.30.1694 517086 U0102 IBL B Method. Invoices were not closing and were becoming corrupt when multiple invoices were paid early. 5.30.1689 517095 U0109CL User received error 'Error in retrieving the suspense check payment detail record for...' while attempting to retrieve a suspense item. 5.30.1689 517106 U0102 EP User received error message when trying to post suspense item to lease, 'Suspense item not for lease?' 5.30.1689 517112 U0302 Credit memos when being applied to accounts with interest payments, such as ARES type deals, had missing RPN records for the pre-payment reversal as well as what was applied to the invoice. 5.30.1689 517116 U0102 Batch Number Payment Reversal. Functionality for out-of-order (OOO) IBL, RAX5 monthly schedule contracts failed to reverse and reapply suspense items when the U0202 Paydown switch was set to 'N' and no R0404 invoices were present. 5.30.1743 517125 U0470 Oracle. User received error 'rxora_dpm_to_rpm.c: null character found in string field in dpm map at byte offset' while attempting to run Batch Payment Reversal. 5.30.1690 517132 U0401 User received runtime error -2147417848 when activating second window if first window had a new style check box 'All'. 5.30.1707 517155 U0231 LeasePak allowed access to Start Date after an asset was added to Cost Per Use. 5.30.1691 517156 R0925 When user ran reports consecutively, page numbers would continue to increment instead of resetting to 1 each time. 5.30.1691 517170 U0212 UDF/UDT (Linux) user defined fields were terminating abnormally. 5.30.1690 517186 U0102 Related to 516793. LeasePak allowed the application of a suspense item where the effective date was prior to the commencement date, resulting in the miscalculation of principal and interest. 5.30.1691 517187 U0103, U0114 Performing a change key on an asset returned to inventory after termination created GLOOB condition involving Used Inventory and Inventory accounts. 5.30.1746 517188 U08 Application User received error 'Run-time error 438 Object doesn't support this property or method' while attempting to use the Application Tracking menu item Import, Other. 5.30.1691 517197 R0922 User received error 'Bad client relationship in DCX record, key = ?' while attempting to run Notebook report. 5.30.1692 517207 U0109 Add User received error 'Basic Error 58 ON statement out of range' while attempting to add a suspense item. 5.30.1692 517208 U08 App Tab 3 User received error 'Run-time 13;Type mismatch' when Contract Date was left blank. 5.30.1692 517222 R0604 If Vendor had no leases, report displayed information for the next Vendor. 5.30.1710 517233 LPUX DD/MM/YYYY format was not working properly. 5.30.1695 517251 U0102 When paying by suspense and an overage was created, the DPN/RPN record was not being created for the overage. 5.30.1694 517252 U0103 User received 'Error in retrieving the suspense check payment detail record for ?' while trying to clear a suspense item to G/L. 5.30.1693 517257 F5 Lease Summary If a lease with a broker was viewed using the Lease Summary (F5) and then another lease was selected, the Broker number and Broker Name field were not refreshed for the new lease selected. 5.30.1692 517259 U0424 LeasePak was not accepting Australian (AUS) PAP/ACH formats for account numbers and bank. 5.30.1693 517264 U0102EP Property Tax assessment invoice appeared in U0102 Payments but not in Enhanced Payments. 5.30.1704 517267 U0102 EP (Cash Control) User encountered data corruption when making Customer/Group payment, C/S payment batch, then lease batch without completely closing the window. 5.30.1692 517268 U0102 EP Customer Group Payments applied using enhanced payments were causing data corruption. 5.30.1692 517270 U0102 EP (Cash Control) User encountered database server error 'LXB_DAR_K0_L19' when applying pre-payment to Cash Control, Customer/Group without outstanding invoice. 5.30.1692 517271 U0102BR LeasePak lacked edit checks for transferring Customer/Groups in Batch Number Payment Reversal. 5.30.1694 517272 U0102 RPM and RPN records were missing when user created credit memo using Customer/Group. 5.30.1693 517273 U0102 RR RPM did not change to capture new info when a payment reversal reversal (batch) was applied to a different lease or Customer/Group. 5.30.1693 517288 U0102BR Could not use Batch Payment Reversal to reverse a payment that was applied using Suspense. 5.30.1698 517298 U0109 The effective date on the U0109 Suspense Add and Change screens did not support DDMMYY format. 5.30.1694 517307 U0102 EP (Cash Control) when performing multiple payments with same check number to Customer/Group leases and non-Customer/Group leases, could not reverse batch payments on the second lease. 5.30.1694 517317 U0105 Multi Asset Tax Waiver. User received error 'Object variable or With block variable not set' when attempting to waive property taxes. 5.30.1743 517325 U0102 EP User encountered database server error 'Mxora_execute: OCISmtExecute error' when applying pre-payment to Cash Control, Customer/Group without outstanding invoice. 5.30.1694 517357 U0102 LeasePak was missing reversal reason codes on the R0909 report for credit memo reversals. 5.30.1695 517358 U0499 Module failed with error message 'LEASEPAK UX - Exceeded maximum number of por/com/reg/off's'. 5.30.1695 517362 U0102BR User received error 'No write-down reversal can apply to this lease' while attempting a write-down reversal. 5.30.1704 517371 U0107 LeasePak did not warn that only the most recent payment extension can be reversed. 5.30.1748 517371 U0107 LeasePak did not warn that only the most recent payment extension can be reversed. 5.30.1748 517373 U0203 Sybase. Adding TRAD (trade) or PROF (professional) relationship in U0203 caused error. 5.30.1707 517380 U0704 User received error 'Runtime error 6: Overflow' while in U0704 Auxiliary Address. 5.30.1707 517383 U0103 Creating a suspense overage during payoffs was causing the suspense record to have a blank value for the batch number, preventing the user from being able to clear the suspense item to the general ledger. 5.30.1704 517410 U0108 First payment of a lease extension was incorrect after user reversed the extension and then reversed the accruals for the lease. 5.30.1698 517415 U0305 User received error 'Processed - Util 111 - Problem - Contact Support' after ACH processing on 4 portfolios. 5.30.1698 517428 U0102 After an IBL was paid down with excess payments from suspense, the rpm and rpn tables were not updated properly. 5.30.1698 517441 R0607 The word Receivable was misspelled 'Receivabel' on the R0607 Assessments Receivable report (HTML version). 5.30.1703 517457 R0606 The word Receivable was misspelled 'Receivabel' on the R0607 Accounts Receivable report (HTML version). 5.30.1703 517475 U0415 Different principal balances were displayed in R0905 and R0927 when an RAX5 IBL had an early first payment followed by an early second payment, a paydown, and another paydown, and then applying a fourth payment via U0415 resulted in an error. 5.30.1703 517478 U0203 In the Reference section of U0203 Lessee, the reference codes did not display correctly and some fields were not saved. 5.30.1703 517524 U0101A Add Asset was not copying the application asset condition report fields over during booking. 5.30.1703 517531 U0102BR The payment reversal did not create a transaction to reverse the Lease Payments Receivable, resulting in an out-of-balance condition. 5.30.1759 517561 R0909 HTML report displayed Lease Payment total incorrectly. 5.30.1708 517565 LPVB When updating a pending asset through applications, the residual amount was always being recalculated even if the user did not change the acquisition cost. 5.30.1707 517566 U0212AS The Y/N switch for including an assessment in delinquency calculations was not working for Sales/Use Tax (STAX). 5.30.1708 517572 U0102 The payment effective date did not flow from the original payment effective date but defaulted as a regular payment when payment was applied from U0102BR with a transfer reason. 5.30.1707 517573 U0108 Bundling flag was missing from U0108 Lease Extension payment grid. 5.30.1710 517574 U0105 New assessment for Advanced Invoicing less than 20 days was needed. 5.30.1708 517588 U0102 A payment still appeared as applied after reversal. 5.30.1721 517604 R0403 Using VL accrual method caused GLOOB condition when accruals were reversed. 5.30.1707 517638 U0214 Splitting an asset on an extended operating lease created an incorrect Total Book Depreciation LTD and an incorrect payoff amount. 5.30.1762 517657 U0102EP Enhanced Payments caused interest to be miscalculated for VL type leases. 5.30.1708 517658 U0218 User received error 'bOraBatchTran(): Statement Prepare Failed. Error - ORA-01756: quoted string not properly terminated' when attempting to unlink lessee in U0218 Lessee/Customer. 5.30.1726 517676 U0102BR U0102 Batch Number Payment Reversal caused error in batch total and suspense after suspense item was applied in Enhanced Payments. 5.30.1708 517677 U0102EP LeasePak generated an error 'rxaora_dtx_to_rtx.c: null character found in string field in dtx map at byte offset 0' when a suspense payment was applied using Enhanced Payments to a lease with only an assessment outstanding and the money was not applied to the assessment. 5.30.1708 517688 U0125 User received error messages, 'Warning. Accrued prin bal will fall below est int carryover <0.00>' and 'Warning. Continuing this transaction will cause a GLOOB' when trying to process a principal write up reversal. 5.30.1713 517689 R0604 The word Receivable was misspelled 'Receivabel' on the R0604 Vendor Accounts Receivable Aging report (HTML version). 5.30.1710 517690 LPVB LeasePak needed to prompt the user if the CHANGE_TODAY value was set and whether or not to accept the value of CHANGE_TODAY. 5.30.1714 517691 U0102BR User received error 'Exceeded maximum number of lines per batch (2000), contact MSI' while attempting to reverse a payment. 5.30.1711 517699 U0101 LeasePak needed to disallow setting Capitalize Interest to 'Y' for B Method IBLs (Capitalize Interest does not work with B Method IBLs). 5.30.1710 517705 API An API error occurred due to improper decoding of a string. 5.30.1749 517726 U0109 A suspense item from a mixed batch was not updating the lease field in the rpm table. 5.30.1713 517729 U0102EP U0102EP was not working for customer/group application. 5.30.1711 517742 U0116 Rebook resulted in a GL out-of-balance condition. 5.30.1772 517762 Notebook User only able to enter 5 characters per line when adding information to the detailed section of Notebook/Multi Entries 5.30.1713 517768 U0114 LeasePak reversed a payment during Change Key but did not reapply it. 5.30.1772 517789 U0130 User received error 'Subscript out of range' while attempting to enter an IBL. 5.30.1726 517797 U0218 U0218 Lessee/Customer would not add a lessee to a customer. 5.30.1717 517816 U0302 U0302 Cycle Invoices would not produce and invoice for Customer/Group if the first lease was paid off or terminated. 5.30.1717 517832 U0108 U0108 Lease Extension would not allow month-to-month deals to be entered. 5.30.1726 517851 U0104 User received error 'Payment amount does not cover cost' while attempting to write down a residual for a precomputed deal. 5.30.1744 517874 U1701RS Auditing was causing LeasePak to terminate abnormally during U17 Recovery Tracking. 5.30.1734 517877 LPAUTIL LeasePak Utility 219. Lease would not upload to RBS table. Other leases would upload, but appeared on exceptions report with error 'invoice cannot be after maturity date'. 5.30.1748 517897 U0424 U0425 PAP (EOP) and U0424 Vendor ACH changed the input for the remittance field in the detail record. 5.30.1734 517899 LPUX Two payoff created out-of-balance conditions, which the End of Year process adjusted for. 5.30.1766 517922 U1731 With Auditing on, adding a user profile in U1731 Recovery Tracking User Profile resulted in the error 'Subscript out of range'. 5.30.1734 517997 U0449 Portfolio failed during End of Month Use Tax Disbursal 5.30.1767 518003 U0116 Sum of optional residual values did not equal amount shown in F5 Lease Summary. 5.30.1744 518013 U0439 Auto Suspend created incorrect G/L entries when unsuspending a lease. 5.30.1744 518014 U16 Lease Summary. Payoff Info button and functionality was missing for Oracle platform. 5.30.1743 518032 U0101 Multi Asset Disbursal. Sun platform. User received error 'Driver has not responded for several seconds and may have aborted' when attempting update for lease with multiple assets. 5.30.1746 518058 R0413 Non Monetary Archive failed and only contained partial data. 5.30.1766 518086 U0108 Payment made to a lease extension (month-to-month cash basis, ARES) did not reduce Unguaranteed Residual or realize any income to the appropriate GL account. 5.30.1769 518087 U0102BR Removing recurring charges in preparation for Remove Lease caused an incorrect reversal of Assessed Fees and an out-of-balance condition. 5.30.1756 518164 U0114 LeasePak was retaining the old IBL lease number in the rid table after a change key. 5.30.1750 518191 U0413 Module processing needs exceeded the 25000 maximum record length. 5.30.1759 518285 U0437 Vertex update failed with error 'exec syb_mp_vertex_rlo_rnm_upd 1'. 5.30.1756 518293 U0801 Status History record limit created errors drawing down from a master application. 5.30.1759 518302 U0424 Vendor ACH module had incorrect data in header and detail records for WDE (Australian) format. 5.30.1756 518399 LPUX In the 517576 scratch file enhancement, the decimal precision was wrong for the interest rate, interest amount, and principal outstanding fields, and these fields were being rounded. 5.30.1769 518569 LPUX LeasePak allowed the Payoff Effective Date to be after the Accrued To Date on AAPR Leases. 5.30.1767 518571 R0103 LeasePak timed out and created a core file when attempting to run the Account Balances report. 5.30.1765 518573 U0129 Related to 518304. Generating a suspense item from U0427 or U0129 turned off the Auto Apply Suspense functionality. 5.30.1765 518657 U0415 Several accounts were identified with errors where suspense items applied from a lockbox using U0102, U0126, or U0109 appeared to be attaching to other payments even when unique payment details were included. Related to IM032039. 5.30.1769 518733 API The Web service part of the API was trimming spaces. 5.30.1772 518734 API Oracle Notebook/API: date and time sent through the API were not included in the notebook records. 5.30.1772 518735 LPUX Oracle Notebook: the follow-up date was not working--only processed notes. 5.30.1772 518745 U0437 Oracle. Vertex U0437 update was updating state rates if the Vertex update rates were different from the ones stored in the rlo. 5.30.1772 518762 Lease Summary F5 F5 Invoice Detail. If the assessment name and dollar amount matched between two lines, the detail would not show the duplicate line items. 5.30.1773 In Progress For these, code changes have been delivered but not yet verified at time of publication. Contact your MSI representative for the most current information. Ticket Number Main Update or Report Description Ver/Build (n.nn.nnnn) 510863 U0103 Termination When moving an asset into inventory, FMV was understated by the original amount of deferred depreciation. 5.30.1684 513108 R1003 Same asset was displaying different addresses in R0905 and R1003 after a split asset and address change to the new asset. 5.30.1738 514799 U0103 User received error message 'Lxbuffer: Duplicate Key Error: cannot PUT a row to Sorted Memory if already Sorted'. 5.30.1687 516348 U0460 LeasePak generated error ' lxglhist_loadfile: Exceeded number of mallocs' while attempting to run U0460. 5.30.1626 516431 U0202 Master Financial would not allow the user to go past the Individual Address State and Zip Code if the user only wanted to enter the Individual Billing Address data. 5.30.1680 516793 U0102 With Cash Control, when using Suspense to apply to payment, LP calculated the payment effective on the default due date instead of the Suspense effective date. 5.30.1679 516806 Lease Summary F5 (Solaris/Oracle) Red Flag Warning message did not appear when selecting the F5 Lease Summary or U1601 - F5 Customer Service Lease Summary. 5.30.1680 516817 Lease Summary F5 Meters were disappearing from F5 Lease Summary Screen. 5.30.1689 516836 U0209 Could not add more than 300 leases to a group or delete a lease from a group that contained 300. 5.30.1680 516866 R0204 R0204 Salesperson Commission Report failed with Division by 0 error when client ran interactively. 5.30.1694 516877 U0305 U0305 customer group payments was failing with a segmentations violation error. 5.30.1681 517015 U0129 User received fatal error 'Check number required' while attempting to save batch data having a payoff method on a line with no check data. 5.30.1692 517028 U0108 When an Operating Lease went into extension, the Lease Acquisition Cost became equal to the Sum of the Salvage Value of the assets active on the Lease at the time of extension. 5.30.1692 517101 F5 Payment Tab Screen amounts did not match when an IBL B Method invoice was paid early with overpayment to apply to principal paydown. 5.30.1689 517103 LPUX User was able to log on to LeasePak simultaneously from different client computers using the same account. 5.30.1743 517105 U0102 An existing credit memo could not be reversed. 5.30.1689 517108 U0209 User encountered problems deleting leases from an already-deleted group. 5.30.1688 517119 U0109 User received error 'Principal changes exist after the effective date' while attempting to use a suspense item to pay down an IBL. 5.30.1691 517468 U0230 User received error 'Run time 9 - subscript out of range' while attempting to update Use Tax code. 5.30.1703 517469 U0102BR User received error 'Lxbuffer_end c: cannot end buffering while a LeasePak transaction is in progress' while attempting to transfer a payment to suspense. 5.30.1708 517498 U0102 User received error 'cxsql_lxnt_coll.c: lessee not found during mwc transfer' while attempting real-time collections and customer/group payments. 5.30.1703 517525 LPUX For Metro2, the date of the last time the account was reported to the credit bureau was not being updated. 5.30.1703 517539 U0301AR User received error 'Exceeded array size in LSLStPRADJ program. Contact Client Services' while attempting to reverse accruals. 5.30.1704 517544 U0305 User receive error when processing batches from any portfolio. 5.30.1707 517568 LPUX User was allowed to change password, log off and back on, then change password back to the previous password. 5.30.1713 517652 U0306 U0306 failed to reverse the full amount of a check. 5.30.1726 517654 U0102 When the user made payments via U0102 using a duplicate check number, LeasePak created one batch when two batches should have been created. 5.30.1713 517719 U0102 User discovered that the transaction was missing when attempting to reverse a payment prior to a lease extension. 5.30.1711 517727 U0102 When making a payment with a suspense item using U0102 Payments and placing the overage into suspense using option 'B' (place money into suspense), LeasePak was unable to create an rpn record for the overage amount. 5.30.1711 517787 U08 Application Booking the acquisition fee IDRB resulted in a debit in the clearing account and a general ledger out-of-balance condition. 5.30.1752 517790 U0433 Assessing a late charged deleted the payment amount when the lease was in NMAT status. 5.30.1717 517868 U0103 Early asset payoff created an out-of-balance condition. 5.30.1756 517893 Lease Summary F5 Asset payoffs in the Lease Summary F5 were not reflecting the sales tax billed amount. 5.30.1749 517945 U17 Work Schedule User experienced locking problems in Recovery Tracking Work Schedule 5.30.1738 517980 U0107 User encountered error 'Lxbuffer: Duplicate Key Error: cannot PUT a row to Unsorted Memory if already in Unsorted' while performing a payment extension. 5.30.1773 517988 U17 Repo Account. LeasePak terminated when user forgot to enter a state value. 5.30.1744 518036 U0213 Per diem calculations were different between R0404 and U0213 when using a back dated effective date. 5.30.1746 518070 U0212 If using Cash Control, LeasePak was requiring bank code inputs on the second screen of U0212 Modules Customizations. 5.30.1762 518110 U0801 Start and End Dates were incorrect on the payment schedule grid. 5.30.1748 518133 U0461 Needed to add ACT_S to Davox insurance campaign. 5.30.1748 518151 U11 Lease Summary Setting Credit Bureau Reporting to 'No' resulted in an erroneous when going into the Collection Lease Summary screen. 5.30.1767 518168 Alternate Lease Summary Alternate lease summary was displaying a variety of values for next payment amount for Operating Leases with Tax method 'STAT'. 5.30.1750 518229 U11 Work Schedule With auditing enabled, LeasePak displayed an error when the user clicked multiple rows in the Collection work schedule. 5.30.1754 518231 U0102BR Payment Reversal attached a suspense entry to the incorrect lease when the payment was made by Customer/Group. 5.30.1754 518234 Notebook Oracle. User received error after adding and then deleting a note with no note type specified. 5.30.1754 518236 LPUX Change in security record prompted password change. 5.30.1769 518250 LPUX Customer Search, U0126, and U0203 were sometimes causing a terminating error if the business phone number for records queried or updated was blank/null. 5.30.1754 518253 U0101QB Accounts payable checks weren't on the R0205. 5.30.1772 518313 U0103 User received message 'Recapture date is on or before last year end date' when attempting to complete a termination. 5.30.1776 518339 U0801 Problem occurred with drawdown balance amount on master application. 5.30.1762 518340 API API was not validating location codes entered by the user. 5.30.1762 518369 U0801 Extending an operating lease as OPR with Vehicle Finance on resulted in an erroneous update to the acquisition cost of the lease. 5.30.1769 518381 U0103 User received error 'Run-Time Error 13 Type Mismatch' when attempting to pay off asset using FMV method. 5.30.1772 518386 U0424 RECORD TYPE 1 : POSITION 63-80, Lodgment Reference needed to be left justified, blank filled. 5.30.1762 518387 U0413 Portfolio failed during Sequential Updates Post-Merge. 5.30.1767 518440 U0103 Accrual principal became negative when user performed an asset payoff of an operating lease. 5.30.1762 518441 U0108 Update aborted when user performed an operating lease month-to-month extension. 5.30.1769 518551 R0901 User received error 'Run-time error '91': Object variable or with block variable not set' when running R0901 and R0601 Reports selecting all PCRO or PCRO 1/1/1/1. 5.30.1766 518643 R0403 Back dated suspended earnings resulted in a GL out-of-balance condition to Suspended Income Receivable (Unbilled). 5.30.1769 518660 API LeasePak lacked the ability to turn off edit checks when Vertex locations were used in conjunction with the API. 5.30.1772 518755 U0801 Revolving Credit. Capitalized interest was reducing the amount of available credit. 5.30.1772 518817 R0911 System froze when user attempted to select any PCRO combination for report. 5.30.1776 518938 API API/Oracle. The API needed a way to handle the inadvertent introduction of null characters into character data. 5.30.1776 518946 U0213 Payoff quote Per Diem calculation was incorrect. Related to enhancement 517169. 5.30.1779 518947 U0213 Payoff quote Per Diem dates were incorrect. Related to enhancement 517169. 5.30.1779 518949 U0104 Payment Reschedule created problem with delinquent payment amount in Payoff Quote U0213. 5.30.1779 519024 U0105 IBL B Method. Problem with assessments for IBLs with skip payments. 5.30.1779 519219 LPUX LeasePak exhibited loss of TMSA functionality with same defect applying to any return reason selected for account reversal maintenance. 5.30.1783 Documentation Changes Sorted by Ticket Number For these, corrections to the documentation for the specified tickets are complete. Ticket Number Type Document or Publication Description Month/Year none Change CCA Removed documentation related to Capital Cost Allowance (CCA) and marked remaining references 'legacy only, no longer in use'. 05/2005 none Change Documentation Suite Moved cross-publication documents from the docsuite/shared directory to the crosspub directory, so that docsuite/shared now only contains documents and graphics central to the functionality of the Documentation Suite. 05/2005 none Change LeasePak Client Created new Red Flag Warning overview document to describe use of the special Notebook note type. 05/2005 none Change mPower Documentation Added new configuration settings (server.policy file, grant section) for the J2EE platform to the mPower Server document in the SAG. One of the new settings configures debug logging, now available for J2EE. 05/2005 none Change mPower Documentation Removed instructions for deploying the dxGen API from the dx Generation Server document, since this is now done automatically. 05/2005 none Change mPower Documentation Updated the DTD for the LeasePak API. 05/2005 none Change Reference Guide Added sub folders for interfaces, overviews, and reference documents to the Reference Guide to better organize non-menu item documents. 05/2005 none Change SAG Added information for setting up the Oracle server for use with LeasePak to the document Oracle Server in the SAG. 05/2005 none Change U0123 Created new version of the document for Lease Discounting [U0123] to include comprehensive overview information as well as instructions on using the update. 05/2005 none Change U0212 Started process of splitting out the document for Portfolio [U0212] to improve organization of information and document efficiency. Assessment Customizations, Calculation Customizations, End of Period Customizations, and Field Customizations are now in separate documents with full interlinking to the other U0212 options. 05/2005 none Change Documentation Suite Revised the crosspub folder to include: Document Generation (DocGen) Documentation Suite Reference dx Generation High Volume (End of Period) LeasePak Basics LeasePak Productivity Suite LeasePak and mPower Users LeasePak Utilities Release Notes Release Notes Archive System Requirements Links to these documents are still in the Tables of Contents of the appropriate publications (Reference Guide, System Administration Guide, etc.). 10/2005 none Change mPower Documentation Created new publication mPower Documentation to replace Developer Documentation and reorganized documents related to mPower applications. 10/2005 none Change mPower Documentation Created new Table of Contents for mPower Documentation. 10/2005 none Change mPower Documentation Updated Document Type Definition (DTD) for the LeasePak API. 10/2005 none Change mPower Documentation Added a complete list of correspondences between API fields and LeasePak database columns. 10/2005 none Change mPower Documentation Documented the new document-literal web services. 10/2005 none Change mPower Documentation Created documents separating installation and configuration procedures for ChannelIT and ServIT on the Apache platform, LinkIT on the Tomcat platform, and all mPower applications on the J2EE platform. 10/2005 none Change U0228 Created two new documents for leveraged leasing: Leveraged Leases overview document and document for Load Leveraged Table [U0228]. 10/2005 none Change Documentation Suite Moved the High Volume/Split EOP document from the crosspub folder back to the Reference Guide. 01/2006 none Change LeasePak Modules Created a new, expanded version of the LeasePak Modules (module listing) document. 01/2006 none Change R0208 Created new document for Suspense Item Report [R0208]. 02/2006 none Change Reference Guide Created new and revised documentation for F2 Fast Menu and User Defined Toolbar. 02/2006 none Change U08 Application Created new, revised, and separate documents for Application Setup [U08] updates, with links and tables of contents. 02/2006 none Correction R0208 Revised Suspense Item Report [R0208] to include descriptions of all selection criteria fields. 05/2006 none Change Release Notes Completely revised Release Notes system to improve efficiency, maintenance, organization, and publication options. 08/2006 504130 Correction R0413 Completely revised document to explain Auditing, the Auditing Extract, and running the report. 07/2006 504504 Correction Reference Guide Created new document for postal code formats; linked all postal/zip code entry fields to the new document. 05/2006 505402 Correction U09 Added note to U09 and Accrual documentation specifying which accrual methods cannot be used for Notes Payable or leases with notes attached. 05/2006 506075 Correction U0227 Verified and made revisions to description of field PAP Account Name. 02/2006 506136 Correction U09 Corrections made to U09 documents. 02/2006 506820 Correction U0902 Correction made to Notes Payable accrual information. 02/2006 509237 Correction U0212 Verified warnings are in place for changing Asset Percentage Calc from A to P. 02/2006 510278 Correction U0212EP U0212EP did not include description of 'Hold' (H) option in field Default End of Day (also EOM) Submit State. Also applies to Ticket 510318. 05/2005 510318 Correction U0212EP U0212EP did not include description of 'Hold' (H) option in field Default End of Day (also EOM) Submit State. Also applies to Ticket 510278. 05/2005 511004 Correction U0212 Verified and made revisions to description of field Change Depreciation at Term 02/2006 511274 Correction U0212 Verified field description for Prorate Inc, IDC/IDR, Depr and fixed later spelling error. 02/2006 516307 Correction LeasePak Client User Defined Toolbar. Created new document for UDF Toolbar, as well as additional document listing all menu options for UDF Toolbar and Fast Menu. 02/2006 516352 Correction U0130 Added document for Partial Charge Off [U0130]. 08/2005 516983 Correction U0231 Updated Cost Per Use documents for new 9999.99999 rate format. 09/2005 517096 Correction R0927 Added R0927 IBL Inquiry documentation to the LeasePak Reference Guide. 01/2006 517096 Correction R0928 Added R0928 Billing Manager documentation to the LeasePak Reference Guide. 01/2006 517216 Correction U0420 Updated information on suspense handling in this and related documents. 09/2005 517218 Correction U0212 PAP/ACH Added information for field Bank File After Due Date. 09/2005 517310 Correction U0212 PAP/ACH Corrected field information related to Enhancement 517259. 09/2005 517487 Correction U0128 Revised U0128 Salvage Value Write Down documentation to accurately reflect purpose of adjusting values of sub assets (not assets). 01/2006 517661 Correction U0212AS Revised documentation to reflect new ability to include/exclude Sales/Use Tax for delinquency calculations. 01/2006 517697 Correction U0733 Fixed field length information for Equifax and Experian ID fields. 02/2006 517706 Correction various Placed notes in affected updates that Interest Credit cannot be used with Cash Control. 01/2006 517707 Correction various Placed notes in affected updates that Capitalize Interest cannot be used with B Method IBLs. 01/2006 517830 Correction U0129, U0427 Placed notes in updates that Batch Payoff cannot be used with B Method IBLs. 01/2006 517898 Correction U0424 Revised file layout table to correct the remittance field. 01/2006 518044 Correction U16 Lease Summary F5. Corrected documentation for code fix 518014, providing Payoff Info functionality for Oracle platform. 02/2006 518063 Correction U0107 Added note for new warning that LeasePak will only reverse most recent payment extension. 02/2006 LeasePak 5.3aDocumentation Suite © 2006by McCue Systems Incorporated. All rights reserved. The information contained in this document is the property of McCue Systems, Inc. Use of the information contained herein is restricted. Conditions of use are subject to change without notice. McCue Systems, Inc. assumes no liability for any inaccuracy that may appear in this document; the contents of this document do not constitute a promise or warranty. The software described in this document is furnished under license and may be used or copied only in accordance with the terms of said license. Unauthorized use, alteration, or reproduction of this document without the written consent of McCue Systems, Inc. is prohibited.