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Hello,
I am trying to automate the creation of multiple Bank Deposits from a set of Receipts on GP. The deposits need to be created and posted one after the other automatically, say by grouping the receipts by DATE. I was looking for a way of creating and subsequently "posting" the bank deposits one after the other, by creating a class library on .Net using the <taBRBankDepositsHeader> node.
Any suggestions on how to achieve this on Dot Net, as opposed to going to SQL directly? Thanks.
Any suggestions anyone?
Using the taBRBankDepositHeader and taBRankDepositLine is the way to go. Posting will automatically occur as you insert the deposits. Use your code to accomplish the grouping by date.The transactions will come from the receivables transaction table looking for payments. You will need to build code looking for payments that have not yet been put into deposits. Is that the real question here?
Thanks Richard,
My code is able to create the first deposit. But Bank Deposits Window on GP only allows you to have one deposit at a go. So the first one has to somehow get posted, to be able to create the subsequent deposit.
Yes, grouping by date will create a single deposit per day, but am looking at a scenario where you have receipts spanning several days, and need to be posted as deposits all at one (or one after the other).
That is why I was considering taBRPostBankDeposits, to post the deposits (and allow subsequent ones to get created).
I have written a Bank Transaction integration using eConnect and I would assume doing bank deposits works the same way. Using the node for bank transactions completes the transaction and it moves on to the next one. These transactions automatically posted. No windows are opened and my code is in a self standing program not as a class library. That was caused by conflicts with printing.
Hello Richard,
Thanks for the input. Unfortunately for the Bank Deposits, the system seems to, by default, SAVE the first transaction before creating the next one. And the posting is not automatic - as would be the case for Bank Transactions - which have no "SAVE" option, even on the face of the transaction window.
I ended up calling the "taBRPostBankDeposits" sproc directly from my Dot Net Class Library, so as to post the deposits, one after the other (receipts for a given date would make a single deposit).
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