Is there any way to apply payment automatically in business central

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Posted on by Business central com

Hi I am working on business central on prem 18. I wanted to know is there any way to apply payments automatically in business central. We integrated web shop with business central, whenever the order comes from webshop into business central then we create a payment entry through code. we want to apply this payment automatically whenever the sales order gets converted into posted sales invoice. I just wanted to know that is there any standard way in business central to automatically close the payment?

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Dynamics 365 Business Central

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Business central com 55 on at

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RE: Is there any way to apply payment automatically in business central

Thanks, Inge for this much concern. I tried to uninstall my extension and after that the payment is not being applied automatically. So, the crux is my custom code is applying payment automatically and I need to figure it out.
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Inge M. Bruvik 32,748 Super User 2024 Season 1 on at

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RE: Is there any way to apply payment automatically in business central

Then you need to look at extension management to see what other apps are installed.

Look especially for PTE apps.
Business central com 55 on at

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RE: Is there any way to apply payment automatically in business central

unfortunately, all job queues are already on hold :(
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Inge M. Bruvik 32,748 Super User 2024 Season 1 on at

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RE: Is there any way to apply payment automatically in business central

Check the job queues to see if there are any schedule jobs there that might cause this.
Business central com 55 on at

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RE: Is there any way to apply payment automatically in business central

Yes, that is what I am trying to figuring it out.
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Inge M. Bruvik 32,748 Super User 2024 Season 1 on at

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RE: Is there any way to apply payment automatically in business central

Code looks fine.

Can there be any other customization in the "old company" that cause this.

Because we have been through the config you can do in the standard system, being the payment method and the apply to method on the customer.
Business central com 55 on at

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RE: Is there any way to apply payment automatically in business central

Hi here is the code which creates payment entry when sales order created in business central

createAndPostPayment.txt
Business central com 55 on at

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RE: Is there any way to apply payment automatically in business central

Yes, I can share the code with you but my mind is not accepting that the same code is working on fresh company but not working on the old company. That's why, I think so there are some configuration which makes this happen.
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Inge M. Bruvik 32,748 Super User 2024 Season 1 on at

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RE: Is there any way to apply payment automatically in business central

Are you sure you do not fill in any apply to information in the journal? There are fields in the journal for both apply to document type and apply to document no.

Maybe you can share the code that creates the journal lines?

Or maybe your invoice is referencing the payment when the invoice is posted?
Business central com 55 on at

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RE: Is there any way to apply payment automatically in business central

Yes, but we create payment when sales order creates in business central. but how a payment can be applied when it is posted from gen journal and no invoice is created or posted yet ?