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Maica Client Management V.0.373

You can download the full release notes as a PDF above for detailed information on all updates and fixes included in this version.

If there are any post-install steps required, they will be listed below.

Post Install Steps: 

1.

Following installation, a post-install script must be executed via the Salesforce Developer Console to normalise existing PACE Plan Budget NDIS Reference values. The script retrieves all Plan Budget records associated with PACE Plans, appends the Effective Date to each NDIS Reference value to ensure uniqueness, and processes the updates in batches of 100.

Map<Id, maica__Plan_Budget__c> budgets = new Map<Id, maica__Plan_Budget__c>([
        SELECT Id, maica__NDIS_Reference__c, maica__Effective_Date__c
        FROM maica__Plan_Budget__c
        WHERE maica__Plan__r.maica__PACE_Plan__c = TRUE
]);
System.debug(budgets.size());
for(maica__Plan_Budget__c pb : budgets.values()){
    pb.maica__NDIS_Reference__c = '' + pb.maica__NDIS_Reference__c + '-' + String.valueOf(pb.maica__Effective_Date__c);
}
Database.executeBatch(
        new maica.vertic_DMLBatch(budgets, null),
        100
);

2. OEM-930: Support at Home Statements

The new fields included in this release are created automatically when the updated package version is installed. No manual field creation is required. The following steps must be completed manually by an administrator after installation.

The new fields are not automatically added to Lightning Record Pages. Update the following pages in Setup → Lightning App Builder: maica__Service_Agreement_Statement__c — Statement Line record page

Add the following fields to the page layout component:

  1. Prior Period Line: maica__Is_Prior_Period__c
  2. Prior Period Budget Type: maica__Prior_Period_Budget_Type__c
  3. Total Claimable Expenditure: maica__Total_Claimable_Services_Expenses__c

maica__Budget_Usage__c — Budget Usage record page

Add the following field to the page layout component:

  1. Statement Line: maica__Service_Agreement_Statement__c

Post Installation Scripts
Please ensure you complete the following Post Install Scripts listed below. If you require assistance with installing or running this script, please contact Maica Support for guidance.
Post Installation Scripts: Client Management ONLY
The section of below scripts apply if you are on Client Management ONLY, if you use Client Management & Delivery, skip to the next section.
Please ensure you complete the following Post Install Scripts in the order they are provided. If you require assistance with installing or running this script, please contact Maica Support for guidance.

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Post Installation Scripts: Client Management & Client Delivery
If you are on Maica Client Delivery as well as Maica Client Management, please use the below scripts. If you are on Client Management ONLY, please ignore the below section.
Note: When running these scripts, please wait until the first Job has been completed before starting the second Script. You can track the progress of the Job in your Salesforce instance by going to Setup --> Apex Jobs.
If you require assistance with installing or running this script, please contact Maica Support for guidance.

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