Argos Vault Release Notes V5.148

Argos Vault Release Notes V5.148

Release Completion Date: 10 December 2024            

Please disregard the release notes for the modules you do not use.

Unless otherwise indicated, more detail about any change will be included in the relevant dialog [Help] button.  Other documents referred to in the release notes can be found in the ArgosApps\Documents folder once the software is installed. 

These release notes document changes which have been made to the stated software version only. You should review all previous release notes for changes between your current version and this one. Previous release notes can be found on the Argos Knowledge Base.

Accounts

amp-I68 - Account Control Details
Two new options have been added to the Account Control Details. These will only display if the ampasand API URL and password has been setup
  1. Use Lease Quote Import - Check this on to use the Lease Quote Import
  2. Lease Quote Import Details Deletion Months - Allows the entry of the number of months to be used to determine when a Lease quote import detail line is to be deleted based on the date the line was made inactive.  Mandatory value with a minimum value of 1 month.

API

amp-I102 - Create new Security Make Endpoint
API End Point available to create new Security Makes in Vault.

amp-I125 - Quote Import API Endpoints
API End Points have been created to display the Net Rental (Instalment Amount), GST on Net Rental (GST on Instalment Amount) and Gross Rental (Net Rental + GST on Net Rental) on an external application.

Bailment

amp-I181 - Scheduled Curtailment Direct Debits
An issue where Scheduled Curtailment Direct Debits would overcharge during a direct debit run if the outstanding amount was less than the next scheduled debit has been resolved.

We have applied the same validation to Curtailment Direct Debits that is used for Dealer Direct Debits. If the remaining account balance is less than the scheduled direct debit amount, an error will appear during the Create Direct Debits process. This allows you to review the account and adjust the next direct debit amount accordingly. After making the necessary updates, refreshing the process will clear the error.

When the report is generated, the updated lower amount will be displayed, and the correct direct debit amount will be included in the batch.

Bailment Fees

amp-I103 - Drawdown Calculation Fee
Calculation percentage increased to 4 decimal places.  Invoice Value label used in calculation updated to Net Invoice Value.  No change in calculations.

Bailment Web

amp-I130 - Disable 2FA by the user in Bailment Web
The ability for the user to disable Two Factor Authentication has been removed.

Cashbook

amp-I73 ANZ Transactive Global
A new bank interface has been added for compatibility with ANZ Transactive Global.

amp-I113 ANZ Transactive Global File Format
A new format ANZ Global NZ-CSV has been created using the 4.1 NZ CSV File format set in the ANZ File Formats document.

Control

amp-I96 - ampasand API Menu item and Help Document
A new menu item has been added to the Tree Menu, under the Control section to access the ampasand API Setup dialog. The help document for this dialog has also been linked.

Help Links

amp-I124 - Help Documentation Link changes
Our help document links are changing. The Word documents that launch off the help button are being phased out and replaced with direct links to the knowledge base within the support portal. You will access them still via the button. The website will display instead of the word document. The following documents have been migrated so far:
  1. Quote - Edit Quote Import Details
  2. Quote Import Browse
  3. Lease Quote Cost Model Details
  4. Account Quote Browse
  5. Variable Fields Details
  6. Account Quote Details
  7. Account Quote Profile Details
  8. Unit Fund - Post Distribution Units
  9. Unit Fund - Post Distribution Investments

Lease

amp-I86 - Lease Account Status Report
An issue where lease accounts were showing incorrectly as being on extended rental has been resolved.

Quote

amp-I65 - Quote Import Rules
The following rules apply to the Quote Import via the API. On import:
  1. If the asset details do not already exist, the Make/Model/Sub-Model tables will be updated, and a new record created on the quote import table.
  2. If the asset details exist (an exact match on the Make/Model/Sub-Model/Unique ID Code) details, the quote import table details will be amended.  Existing quotes will not be affected.
  3. Obsolete assets will not be included on the spreadsheet.  During the import process, if an asset is not on the spreadsheet, the Make/Model/Sub-Model and the table row of the quote import details will be made inactive.  Existing quotes will not be affected.  The date the item has been made inactive will be recorded. 
  4. The import tool process will check the inactive date.  Any quote import items that have been inactive for X (user defined) months or more will be deleted from the table.
amp-I66 - Quote Profile Changes
A new field has been added to the Quote Profile Details page - Allow Lease Quote Import Details

amp-I67 - Add New Quote Enhancement
If the Account Control flag "Use Lease Quote Import" is checked on, when the Add button is selected on the Quote Browse a new dialog will display. Select a Quote Profile and Search. The Quote Profile is Mandatory. A list of Quote Cost Models will display. Additional search parameter are available, Make, Model, Sub Model, KMs, Term and the Unique ID. Once you select a Quote Cost Model the Add Quote Details dialog will display.

amp-I69 - Quote Import Details Maintenance
A new menu item has been added to the Tree Menu, under the Quote section to access the Edit/View Quote Import Details dialog.
When you select this menu item the Lease Quote Import Browse dialog is displayed.
You can View the entries imported via the Quote Import API and Edit these from the Edit Quote Import Details dialog.

amp-I70 Quote Import Details Export
The ability to Export the Quote Import Details has been implemented.

amp-I77 - Import Lease Quote Asset Details Menu Item
A new menu item has been added to the Tree Menu, under the Quote section to access the Import Lease Quote Asset Details dialog

amp-I78 - Import Lease Quote Asset Tool
A new Import tool have been created for the Quote Asset details. This tool updates the Make, Model and Sub Model tables with the specified data.

amp-I111 Quote First Payment Flag is not defaulting to the setup on the Quote Profile
A bug has been correct where the Quote Finance dialog was ignoring the First Payment Flag set on the Quote Profile.

Quote - Technical Debt

amp-I43 - Account Quote Profile Details Dialog tidy up
The following fields have been removed from the Account Quote Profiles dialog:
  1. Finance Lease
  2. Must Use Products
  3. Client Relationship Required
amp-I44 - Variable Field Details Dialog tidy up
The following fields have been removed from the Variable Fields Details dialog:
  1. Quote Cost Matrix
amp-I45 - Quote Tree Menu tidy up
The following fields have been removed from the Quote Tree Menu:
  1. Edit/View Account Quote Cost Adjustments
  2. Edit/View Account Quote Cost Matrices
  3. Edit/View Account Quote Cost Types
  4. Edit/View Lost Business Reasons
  5. Edit/View XML Import Map
  6. Import Quotes
The Lost Business Reasons lookup field has also been removed from the Quote Browse Search dialog.

amp-I46 Account Quote Details Dialog tidy up
The following fields and buttons have been removed from the Account Quote Details dialog:
  1. Occupation 
  2. Lost Business Reason
  3. Trade-In 
  4. Voucher No
  5. Loan Amount
  6. Deposit
  7. Loan Less Deposit
  8. Balance Payable
  9. Fin/APR Rate
  10. Extn Mgmt [8] 
amp-I47 - Account Quote Finance dialog tidy up
The following fields have been removed from the Account Quote Finance dialog:
  1. ERV Margin
  2. Share %
  3. Fin/APR Rate
  4. Est. R.V. (Excl GST)
amp-I100 - Remove the [Calc Var] button from the Quote Finance dialog
We have removed the [Calc Var] option on the Quote Finance dialog. The [Calculate] button still remains for the instalment calculation on quotes.

Security

amp-I76 - Make/Model/Sub-Model Maintenance
Standard functionality applies here for entries manually entered into the Make/Model/Sub-Model dialogs. Users can still Add, Edit and Delete entries.
For any entries via the API Import these cannot be Edited or Deleted from this dialog. Any edits and deletions must come from a new API import.

Unit Fund

amp-I147 - Direct Credit Batch Other Party Change
A new field has been added to the Unit Fund Post Distribution - Units setup page to allow for the customisation of the Other Party Reference. If a reference is entered here this will form part of the DC File. If the field is left blank the system will autofill this with the word Interest

Variable Loan

amp-I179 - Create Next Direct Debits for Suspended Direct Debits issue fixed.
The Create Next Direct Debits process has been updated to ignore Accounts with the Suspended Direct Debits flag checked on.

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