We are trying to automate processing of web orders. The website does not (and will not) connect directly to BC.
We need to create an app / extension, or whatever is best to apply the payments that were successfully processed by the CC company into BC.
A Dynamics 365 licensed partner has shown me how to do this manually in the UI, here is what I was shown:
- From the Sales Order, put in 100% for prepayment
- Post Prepayment Invoice
- Open Cash Receipt Journal
- Add payment: Doc No: (PO Number), Acct Type, CUST, Bal Type: BANK ACCOUNT
- Hit Process -> Apply Entries
- Go to Proper Invoice #, enter the PO number into 'Applies-to-ID'
- Click OK
- Click Post/Print -> Post
- Open Sales Order -> Post sales order
The Apply Entries is the problem. We have all of the data needed to apply the payment.
How can I automate that?
We are capable of doing whatever we need to coding wise. We can use
- C# / Web References
- Custom AL Code Web Services - Called by C#
We have been working with both of these, and are getting tripped up by the section where we have to apply entries from the cash receipts.
Is there another way we can do this?
How do other companies automate this?
Thanks in advance for any suggestions
Brad
