Dynamics Community Forum Thread Details

Auto settlement for Customer payment journal using x++

Hi,

I am working on creating a Customer Payment Journal for all unsettled invoices for a specific customer using a batch job (Parameter: customer account),

However, I've encountered an issue where the total amount for the settlements selected is not being updated in the LedgerJournalTrans table's AmountCurCredit (Credit) field and for the MarkedInvoice (Invoice) field.

while checking the settle trans, the lines are selected but the amount is not updated in the LedgerJournalTrans

this is my code for select the settlement against the customer:

public void settleCustomerInvoices(LedgerJournalTable _LedgerJournalTable, CustAccount _custAccount)
{
CustTable custTable;
CustTransOpen custTransOpen;
CustTrans custTrans;
SpecTrans spectrans,_specTrans;
LedgerJournalTrans _LedgerJournalTrans;
LedgerJournalCheckPost ledgerJournalCheckpost;
custvendopentransmanager manager;
AmountCur amountCur;

select forupdate _LedgerJournalTrans where _LedgerJournalTrans.JournalNum == _LedgerJournalTable.JournalNum;

manager = custvendopentransmanager::construct(_LedgerJournalTrans);

if(manager.getSpecTransCount() == 0)
{
custTable = CustTable::find(_custAccount); //:findByLedgerDimension(_LedgerJournalTrans.LedgerDimension);

while select custTransOpen where custTransOpen.AccountNum == custTable.AccountNum && custTransOpen.AmountCur > 0
join custTrans where custTrans.RecId == custTransOpen.RefRecId && custTrans.AccountNum == custTransOpen.AccountNum
notexists join specTrans where specTrans.RefRecId == custTransOpen.RecId
{
manager.updateTransMarked(custTransOpen,true);
manager.updateSettleAmount(custTransOpen, custTransOpen.AmountCur);
}

ttsBegin;
_LedgerJournalTrans.selectForUpdate(true);
_LedgerJournalTrans.SettleVoucher = SettlementType::SelectedTransact;
_LedgerJournalTrans.update();
ttsCommit;

try
{
ledgerJournalCheckPost = LedgerJournalCheckPost::newLedgerJournalTable(_LedgerJournalTable,NoYes::No);
ledgerJournalCheckPost.run();
}
catch(Exception::Error)
{
error("Autosettlement Exception");
if(manager.getSpecTransCount() > 0)
{
manager.resetMarkedTrans();
}
}

}
}

I would appreciate guidance on ensuring the "AmountCurCredit" and "MarkedInvoice" field updates correctly.

Categories:

Development / Customization / SDK

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