This document details the upgrade information, new features, resolved issues, and known issues that are included in Financial Management 4.0.6.

1System Requirements

To install TeamConnect Financial Management 4.0.6, you must be running TeamConnect Enterprise 4.0.9 or later.

 

TeamConnect Financial Management 4.0.6 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 4.0.6:

 

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.

3Installation

You must have admin rights to install this product.

 

To install TeamConnect Financial Management 4.0 Update 6:

 

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 4.0.6.

5.Click Install Now.

6.If the installation is successful, restart TeamConnect.

 

Note: If the installation is not successful, TeamConnect Financial Management 4.0.6 does not appear as an Installed Product.

4Resolved Issues

This section describes the issues that are resolved in the Financial Management 4.0.6 release. Each resolved issue is documented in the following format:

•A description of the issue

•Internal tracking code

•Salesforce case number, if applicable

 

Issue: Ordering of months was not chronologically based.

Tracking code: SUPPORTPRI-12024

Case number: 2015-0429-131982

 

Issue: Fiscal Year was displayed in decimal format rather than whole numbers.

Tracking code: SUPPORTPRI-14179

Case number: 2015-0721-140269

 

Issue: Year row on Expenses shows incorrect actual amount pending.

Tracking code: SUPPORTPRI-14362

Case number: 2015-0809-195719

 

Issue: Error message generated by Automatic Template Mapping did not adequately explain issue.

Tracking code: SUPPORTPRI-15063

Case number: 2015-0917-203542

 

Issue: Fees and Budgets were not displayed in the desired order.

Tracking code: SUPPORTPRI-15499

Case number: 2015-1009-207418

 

Issue: System error thrown when attempting to edit budget entries on a custom block.

Tracking code: SUPPORTPRI-15589

Case number: 2015-0925-204954

Issue: Invoices above the budget allocation were still able to be posted.

Tracking code: SUPPORTPRI-15723

Case number: 2015-1021-209237

 

Issue: Error thrown by AllowInvoicingAboveBudgetTotals rule if previous Fiscal Year Template used No Over Budget Attribute.

Tracking code: SUPPORTPRI-16140

Case number: 2015-1121-216019

 

Issue: Budget screen did not show all data after adjustments in Maximum Search results settings.

Tracking code: SUPPORTPRI-16432

Case number: 2016-0105-222851

 

Issue: Limited privilege users were unable to post invoices despite having all requisite rights.

Tracking code: SUPPORTPRI-16945

Case number: 2016-0301-234721