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GeneralTrans Class

TransactionItem object
Inheritance Hierarchy
SystemObject
  ConneXionGeneralTrans

Namespace:  ConneXion
Assembly:  ConneXion (in ConneXion.dll) Version: 2020.0
Syntax
[SerializableAttribute]
public class GeneralTrans

The GeneralTrans type exposes the following members.

Constructors
  NameDescription
Public methodGeneralTrans
Initializes a new instance of the GeneralTrans class
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Properties
  NameDescription
Public propertyActgMonth
Gets or sets the Accounting month for the transaction
Public propertyActgNote
Gets or sets the Accounting Note lines to be added to the transaction
Public propertyAFECommissionable
Gets or sets the Boolean to indicate whether the Agency fee is commission-able
Public propertyAmount
Gets or sets the Transaction amount. For certain transaction types (NEW, REN,...) the policy premium will default
Public propertyBrokerPct
Gets or sets the Broker Commission Percentage when the policy is broker billed
Public propertyCancelEffDate
Gets or sets the Date transaction is canceled
Public propertyDescription
Gets or sets the Transaction description. Defaults from entered transaction type but can be revised
Public propertyInsertedByOPID
Gets or Sets the OPID for the TAMUser who inserted the Transaction
Public propertyPrintInvoice
Gets or sets the Boolean to indicate whether to print on invoice
Public propertyProvincialTaxAmount
Gets or sets the Provincial Taxable Amount
Public propertyProvincialTaxPercent
Gets or sets the Provincial Tax Percentage
Public propertyProvincialTaxPremium
Gets or sets the Provincial Taxable Premium
Public propertyProvincialTaxType
Gets or sets the Provincial Tax Type: No_Tax, Tax_Separate_From_Premium, Tax_Included_In_Premium
Public propertyTransBCOCode
Gets or sets the Transaction Billing Company Code. Use this property to override BCO(Billing Company Code)
Public propertyTransCoCommPercent
Gets or sets the Transaction company commission % if transaction company commission type is %. Use to override company commission %
Public propertyTransCoCommType
Gets or sets the Transaction company commission type. Can be % (percentage) or $ (flat fee). Use to override commission type. Values: $=1, %=2
Public propertyTransDueDate
Gets or sets the Date transaction is due
Public propertyTransEffDate
Gets or sets the Date transaction is effective
Public propertyTransICOCode
Gets or sets the Transaction Issuing Company Code. Use this property to override company ICO(Issuing Company Code)
Public propertyTransLienCode
Gets or sets the Transaction Lienholder code
Public propertyTransLienNumber
Gets or sets the Transaction Lienholder number
Public propertyTransPolicyNumber
Gets or sets the Transaction policy number. Use this property to override Policy number
Public propertyTransProducer1Code
Gets or sets the Transaction Producer1 Code. Use this property to override Producer1 Code
Public propertyTransProducer1CommAmt
Gets or sets the Transaction Producer1 Commission Amount. Use this property to override Producer1 Commission Amount
Public propertyTransProducer1CommPct
Gets or sets the Transaction Producer1 Commission Percentage - (% and @). Use this property to override Producer1 Commission
Public propertyTransProducer1CommType
Gets or sets the Producer1 Transaction Commission Type - (@ percent of company amount, % of trans amt or $ flat fee). Values: $=1, %=2, @=3
Public propertyTransProducer2Code
Gets or sets the Transaction Producer2 Code. Use this property to override Producer2 Code
Public propertyTransProducer2CommAmt
Gets or sets the Transaction Producer2 Commission Amount. Use this property to override Producer2 Commission Amount.
Public propertyTransProducer2CommPct
Gets or sets the Transaction Producer2 Commission Percentage - (% and @). Use this property to override Producer2 Commission
Public propertyTransProducer2CommType
Gets or sets the Producer2 Transaction Commission Type - (@ percent of company amount, % of trans amt or $ flat fee). Values: $=1, %=2, @=3
Public propertyTransProducer3Code
Gets or sets the Transaction Producer3 Code. Use this property to override Producer3 Code
Public propertyTransProducer3CommAmt
Gets or sets the Transaction Producer3 Commission Amount. Use this property to override Producer3 Commission Amount
Public propertyTransProducer3CommPct
Gets or sets the Transaction Producer3 Commission Percentage - (% and @). Use this property to override Producer3 Commission
Public propertyTransProducer3CommType
Gets or sets the Producer3 Transaction Commission Type - (@ percent of company amount, % of trans amt or $ flat fee). Values: $=1, %=2, @=3
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Fields
  NameDescription
Public fieldActgMessageAllowed
Read Only - A value of True indicates that accounting messages can be added for this transaction type
Public fieldActgNoteAllowed
Accounting Note lines to be allowed for the transaction
Public fieldBillMode
Read Only - Policy bill type
Public fieldBrokerAmt
Read Only - Amount of Broker commission
Public fieldBrokerCode
Read Only - Oint interest field from policy when the billmode of the policy is broker billed - Lookup Broker
Public fieldCustomerID
Customer Look-up Code - Lookup Customer Code
Public fieldDefaultPremAmount
Read Only - Amount defaulted in premium. Will be policy premium for certain transaction type other
Public fieldInvoiceMessages
Invoice Messages
Public fieldItemNumber
Read Only - Transaction Item number is not assigned to a new transaction until the insert method
Public fieldLicenseKey
ConneXion license key string
Public fieldMaxCount
Limits the number of records returned with a find by criteria to avoid timing out
Public fieldMsgKey
Read Only - Key of the Accounting Message Record
Public fieldNoteKey
Read Only - Key of the Accounting Note record
Public fieldOint
Read Only - Policy OINT field value
Public fieldPolicyIndex
Policy 12 character key
Public fieldPolicyPremium
Read Only - Policy premium
Public fieldRecordNumber
Database record number of transaction - required for update or delete
Public fieldTag
User Defined Value
Public fieldTAMCentralAgency
Agency identifier code of target agency database if ConneXion instance is TAMCentral hosted
Public fieldTAMPassword
TAM System Password
Public fieldTAMUserName
TAM System User ID
Public fieldTBal
Transaction Balance
Public fieldTransBCOName
Read Only - Transaction Billing Company Name
Public fieldTransCoAmt
Transaction Company commission amount. Use this property to override commission amount if flat fee
Public fieldTransDate
Read Only - Date of transaction
Public fieldTransICOName
Read Only - Transaction Issuing Company Name
Public fieldTransType
Three character transaction type. (ie. NEW, REN...) - Lookup Transaction Type
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Remarks
See Also