This document details the upgrade information, new features, resolved issues, and known issues that are included in Financial Management 4.0.4.

1System Requirements

To install TeamConnect Financial Management 4.0.4, you must be running TeamConnect Enterprise 4.0.5 or later.

 

TeamConnect Financial Management 4.0.4 is compatible with the following optional

 

TeamConnect products:

 

•TeamConnect Legal Matter Management 4.0 or later

 

•Collaborati Spend Management 4.0 or later

 

Note: Any changes to the 14 Budget Screen Custom Java Blocks (CJBs) must be applied not only to the screens used by the Module Setup Tool to add budgets to custom objects, but also to any custom objects that have already had budgets added to them.

 

2Upgrading

Users upgrading from Financial Management 4.0.3 that have installed Patch 1, Patch 2, or Patch 3 must do the following before upgrading to 4.0.4:

 

1.Login to TCE as a user with rights to see and delete System Documents.

2.Go to the Documents tab.

3.Click the Top Level link.

4.Click the System folder.

5.Click the Installers folder.

6.Click the FMRInstaller folder.

7.Click on the properties icon for the “CjbBudgetView$1.class” file and delete this file.

8.Proceed through upgrading Financial Management as usual.

3Installation

You must have admin rights to install this product.

To install TeamConnect Financial Management 4.0 Update 4:

 

1.In TeamConnect, click the Admin tab, and then click the Admin Settings sub-tab link.

2.In the left pane, click the About link.

3.In the Available Updates section, click Show Updates Available for Installed Products.

4.Locate TeamConnect Financial Management 4.0 Update 4.

5.Click Install Now.

6.If the installation is successful, restart TeamConnect.

 

Note: If the installation is not successful, TeamConnect Financial Management 4.0 Update 4 does not appear as an Installed Product.

 

 

4Resolved Issues

This section describes the issues that are resolved in the Financial Management 4.0 Update 4 release. Each resolved issue is documented in the following format:

•A description of the issue

•Internal tracking code

•Salesforce case number, if applicable

 

Issue: Error thrown when users attempt to edit budgets and budget fiscal years.

Tracking code: SUPPORTPRI-13245
 

Issue: ($null) value showed on budgets in lieu of actual number.

Tracking code: SUPPORTPRI-11370

Case number: 2015-0401-129303

Originally fixed in: FMR 4.0 U3 Patch 1

 

Issue: Budget screen took a very long time to load.

Tracking code: SUPPORTPRI-13575

Case number: 2015-0604-136196

 

 

Issue: Cost centers did not calculate Amount Charge correctly based on percentages allocated.

Tracking code: SUPPORTPRI-13843

Case number: 2015-0702-138664

 

Issue: Cost centers did not display the Amount Charged values.

Tracking code: SUPPORTPRI-10927

Case number: 2015-0317-127926

 

Issue: Screen timed out during adjustment of budget settings.

Tracking code: SUPPORTPRI-12495

Case number: 2015-0430-132108

 

Issue: Roll-up amounts in budgets did not calculate accurately.

Tracking code: SUPPORTPRI-13017

Case number: 2015-0521-135168