The maica_Plan_Budget.maica__Mangement_Type_c field was not correctly mapped to the values received from the NDIS API. The field was previously hardcoded to "Plan Managed" instead of dynamically mapping the values from the received payload.
plan_management_text values in the NDIS response and maica__Plan_Management_c field in Maica.NDISPlanBudgets.cls to properly map and store the plan management type.
ZCOR_PLAN → "Core Plan Managed"ZCAT_PLAN → "Capital Plan Managed"ZCAP_PLAN → "Capacity Building Plan Managed"
We resolved an issue where Agreement Items displayed incorrect utilisation percentages and negative remaining balances due to inconsistencies in how Quantity and Unit Price were ratioed in relation to Invoice Line Item records. This fix ensures accurate financial calculations, preventing over-utilisation errors and incorrect funding balances.
Quantity Delivered field on Invoice Line Item and Delivery Activity. This field captures the actual ratioed quantity, ensuring correct utilisation calculations. Roll-ups on Agreement Item now sum Quantity Delivered instead of Quantity.Total Allocated was fluctuating due to the way Quantity Remaining was being calculated. The calculation now follows a fixed formula: Total Allocated = Quantity Remaining * Rate + Total Delivered. Utilisation is now correctly calculated as: Total Delivered / Total Allocated. The value can now exceed 100% only when services have been over-delivered, preventing incorrect negative values.Invoice Line Item and Agreement Item records to ensure accurate roll-ups. Any previously impacted records will be automatically corrected.
Script to UPDATE Invoice Line Items
Script to UPDATE Agreement Items
