EAGenInvestmentDocClaimingDoc

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Overview

Automatically generates Investment Document Claiming records for treasury bonds that reach their maturity date today. Creates claiming documents to track when treasury bonds become due for collection.

When This Action Runs

• Trigger: Manual execution or scheduled daily processes
• Target: InvestmentDoc entities (treasury bonds only)
• Purpose: Generate claiming documents for bonds maturing today
• Timing: Daily processing for bonds with worth date = today

How It Works

Bond Selection Criteria

• Worth Date: Equals today's date (maturity date)
• Type: Treasury Bonds only (not Company Bonds)
• Status: "Ongoing" status (not Initial or Closed)
• State: Previously committed entities only

Document Generation Process

• Creates: New InvestmentDocClaiming records
• Links: References to original investment documents
• Copies: Specified fields based on field mapping parameter
• Generates: Document codes automatically
• Limit: Maximum 500 records per execution

Parameters

Parameter 1: Fields Map (Required)

• Type: Text field mapping configuration
• Purpose: Specifies which fields to copy from source to target document
• Format: Field mapping syntax for data transfer

Business Use Cases

1. Treasury Bond Maturity Management: Track bonds reaching maturity date
2. Collection Process: Generate documents for bond collection processing
3. Lifecycle Management: Support treasury bond lifecycle from purchase to collection

Module: accounting

Full Class Name: com.namasoft.modules.accounting.domain.utils.actions.EAGenInvestmentDocClaimingDoc