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cgomez
Posts: 18
Since: 02/22/2008

BenefitPlan
04/16/2008 10:38 AMReply

Is there any examples of the BenefitPlan node. We are currently using the QBBenefitAssignment, so I can match up values from that node to the BenefitPlan node. It is the other ones that I can't. What are the optional and required fields. For example, where do I get the RateStructureID information or is even needed. I do need to know where I can get the information on the required fields that I cannot match.

So I am asking where is this information?



jwolgamott
Posts: 257
Since: 09/26/2005

RE: BenefitPlan
04/16/2008 04:26 PMReply

Charlie --

What's your use case for this? Are you adding a new plan assignment to an existing QB?

If that's the case, I'll create and post an example for you tomorrow morning. Just let me know!



Systems should be free (to interact with others)

cgomez
Posts: 18
Since: 02/22/2008

RE: BenefitPlan
04/17/2008 08:07 AMReply

We are adding Benefit Plans into an existing QB. I also ran into errors when not including the address node. I get a invaild zip code. We are not making changes to the address, so I and your support team didn't think it was needed. I had it one way where the QBGroup and QB node just had the userdefinedfield only with a Activity set to 3. I had the Benefit Plan Acitivity set to 1. That gave an error of LastName is needed in the QB node, which I didn't think was needed if the Userdefinedfield is filled out with a Activity of 3. A support team member also said that I have to add the Event node as well, but that gave an error that the event already exist, even though I set the Activity to 3, 2, or 1 so I removed it. I did that based on an example of the Account Payment you had posted.

I just need an example of just adding a Benefit Plan to an existing QB with the UserDefinedField filled out.



jwolgamott
Posts: 257
Since: 09/26/2005

RE: BenefitPlan
04/17/2008 03:32 PMReply

Charlie --

I've uploaded an example of what it takes to add a Benefit Assignment to a QB. My example only has 1 QB, but you'll want to copy the nodes for additional QBs (because each QB has a benefit assignment)

https://devcenter.webcobra.com.s3.a mazonaws.com/Thread69-existingQB_Ad dBenefit.xml

Things to notice:
- These are the set of required fields for this task; it's longer than I would have expected, but it is what it is
- The events and addresses nodes have a type of "3" -- because they are just there for definitions only

You'll need to have the following User Defined Keys defined:
Company UDK: COMP1
QB Group UDK: QBG1
QB UDK: QBA
Benefit Plan UDK: PLAN646

One more important detail -- this was tested on the version of the software going live this weekend. I recommend proceeding on the programming front to create this XML, but don't upload and test until Monday. You will receive an error about the Addresses needing a User Defined Key prior to Monday.



Systems should be free (to interact with others)

dyoung
Posts: 24
Since: 03/25/2009

RE: BenefitPlan
04/28/2009 11:15 AMReply

I tried this out following the example and received a pre-processing error:
PreProcessing Error:It appears John Smith with an event date of 12/01/2008 already exists in the system. Cannot proceed while QB exists

I used activity=3 for the event, but still get this error. If I remove the event node, I get the error
Module QB Benefit Assignment threw error: Object reference not set to an instance of an object.

Is there a way to avoid the pre-processing error?



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