Table of contents

DirRange command

Last modified 16:42, 2 Oct 2015
Table of contents

 

Accounts Production supports the use of the DirRange command to list trustees’ details on the Information Page for a trust, or the personal representatives for an estate. A typical command is as follows:

AP("DirRange,#dr13 #dr11 #dr12 #dr105,IsTrusteeNowAndThen")

The field codes are as follows:

Code

Value

#dr3

Start date

#dr4

End date

#dr11

Initials (if Name override is blank)

#dr12

Last name (if Name override is blank)

#dr13

Name override

#dr42

Middle name (if Name override is blank)

#dr43

Suffix (if Name override is blank)

#dr105

Shows date retired or died, e.g. “(Retired 4 April 2015)” or “(Deceased 4 April 2015)”

The second parameter, IsTrusteeNowAndThen above, has two parts:

First Part

Officer Required

IsBeneficiary

Reports on beneficiaries

IsSettlor

Reports on settlors

IsTrustee

Reports on trustees

IsPersonalRepresentative Reports on personal representatives for estate accounts

 

Second Part

When Acted

Now

Acted at the date of signing the Trustees’ Report (not applicable to trust or estate clients)

Then

Acted at the date of signing the Balance Sheet (not applicable to trust or estate clients)

NowAndThen

Acted at any point in the year

So the second parameter can currently only be IsBeneficiaryNowAndThen, IsSettlorNowAndThen, IsTrusteeNowAndThen or IsPersonalRepresentativeNowAndThen.

Using the DirRange command has three advantages over using the #be, #st, #te and #pe commands for picking up individual beneficiary, settlor, trustee and personal representative details:

  • DirRange will use the name override if specified on the Officers screen.
  • DirRange allows the use of the NowAndThen parameter to pick up officers who acted at any point in the year; whereas #be, #st, #te and #pe show beneficiaries etc. as at the year end.
  • DirRange allows use of the #dr105 parameter to indicate whether an officer retired or died during the year.

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