This document details the upgrade information, new features, resolved issues, and known issues that are included in Financial Management 4.0.5.

1System Requirements

To install TeamConnect Financial Management 4.0.5, you must be running TeamConnect Enterprise 4.0.9 or later.

 

TeamConnect Financial Management 4.0.5 is compatible with the following optional

 

TeamConnect products:

 

•TeamConnect Legal Matter Management 4.0 or later

 

•Collaborati Spend Management 4.0 or later

 

 

User utilizing line item non-US taxes should contact Mitratech support regarding their upgrade.

 

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 4.0.5:

 

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.

 

Users will then need to modify group rights for the Budget Settings and Fiscal Year Admin and Budgeting and Posting groups. For these groups, the “View printable view for ____ records” and “View export results for ____ records” must be turned off for the following items:

 

•Budget Template

•Fiscal Year

•Budget Settings

•Contacts

•Accounts

•Cost Center

•Cost Center Mapping

•Invoice Cost Center Mapping

•Invoice Matter Cost Center Mapping

After completing these steps, 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 5:

 

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 5.

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 5 does not appear as an Installed Product.

4Resolved Issues

This section describes the issues that are resolved in the Financial Management 4.0.5 release. Each resolved issue is documented in the following format:

•A description of the issue

•Internal tracking code

•Salesforce case number, if applicable

 

Issue: Line item level Non-US taxes did not post to accounts.

Tracking code: SUPPORTPRI-14934

 

Issue: Budget screens did not render if Contact record name had quotes in it.

Tracking code: SUPPORTPRI-15193

Case number: 2015-0929-205520

 

Issue: Allocated FEES/EXPS accounts did not contain necessary naming conventions and therefore appeared to be duplicates.

Tracking code: SUPPORTPRI-15549

Case number: 2015-1016-208700