Roll/Lapse Summary Pre-Selection
The Roll/Lapse Summary Pre-Selection (RLPSS) page is a summary query of the Roll/Lapse Detail Pre-Selection (RLPSD) page that simplifies the process of approving or un-approving all of the accounting lines on RLPSD for a given transaction at one time for one of four outcomes: Roll, Lapse, Accrue, or No Action. The data on this summary page as well as the detail page can be loaded once, or it can be refreshed on a set interval to reflect ongoing business activity against the initially selected set of transactions as well as any new transactions entered since the last pre-selection.
When the RLPSS data is not enough to determine the Action or Approved status for a transaction, a transition from the summary to the detail page exists.
While many fields on the page are common, there are a few that are unique to this page:
Field Name |
Required? |
Field Description |
Detail Line Amount Total |
System Calculated |
A summary of the Line Amount field for all pre-selected accounting lines for a transaction. |
Detail Open Amount Total |
System Calculated |
A summary of the Open Amount field for all pre-selected accounting lines for a transaction. |
Detail Closed Amount Total |
System Calculated |
A summary of the Closed Amount field for all pre-selected accounting lines for a transaction. |
Lines Processed |
System Calculated |
A summary of the Processed On date field for all pre-selected records. When all records have no date, the value is None. When all records have a date, the value is All. When only a subset of records have a date, the value is Some. |
Lines Approved |
System Calculated |
A summary of the Line Approved field for all pre-selected records. When all records have the same value, that value is displayed on the summary record. When not all records have the same value, the summary displays a value of Mixed. |
Line Actions |
System Calculated |
A summary of the Line Action field for all pre-selected records. When all records have the same value, that value is displayed on the summary record. When not all records have the same value, the summary displays a value of Mixed. |