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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Programmatically apply...
Small and medium business | Business Central, N...
Suggested Answer

Programmatically applying a payment to a posted sales invoice

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Posted on by Taylor Becktold 5

I am attempting to programmatically apply a payment to a posted sales invoice using the following code:

    lSaleInvHeader: record "Sales Invoice Header";
        CustomerLedgerEntry: record "Cust. Ledger Entry"; //Payment Ledger Entry
        InvCustomerLedgerEntry: record "Cust. Ledger Entry"; //Posted Invoice Ledger Entry
        CustEntrySetApplyID: Codeunit "Cust. Entry-SetAppl.ID"; //Codeunit to set the application id
        CustEntryApplyPosted: Codeunit "CustEntry-Apply Posted Entries"; //Codeunit to apply the posted entries
        
        
  begin
      
      
        CustEntrySetApplyID.SetApplId(InvCustomerLedgerEntry, CustomerLedgerEntry, CustomerLedgerEntry."Document No.");
        CustEntryApplyPosted.Apply(InvCustomerLedgerEntry, CustomerLedgerEntry."Document No.", InvCustomerLedgerEntry."Posting Date");

end;

The strange thing is, this code has actually worked once or twice. But now I get the following error when attempting: Cannot post because you did not specify which entry to apply. You must specify an entry in the Applies-to ID field for one or more open entries.

Any suggestions on how I can get this customization working consistently or why I might be facing this error? 

I have the same question (0)
  • Suggested answer
    Marco Mels Profile Picture
    Marco Mels on at

    Hello,

    We currently do not have dedicated Dev support via the Dynamics 365 Business Central forums, but I wanted to provide you some additional resources to assist.  If you need assistance with debugging or coding I would recommend discussing this on one of our communities.

    www.yammer.com/dynamicsnavdev

    dynamicsuser.net/.../developers

    I will open this up to the community in case they have something to add.

    Thanks.

  • Samantha73 Profile Picture
    Samantha73 3,255 on at

    I'm trying this myself, did you find out the solution

  • Inge M. Bruvik Profile Picture
    Inge M. Bruvik 1,111 Moderator on at

    Are you trying to do it at the same time as you post the payment or are you trying to apply already posted entries against each other?

  • Samantha73 Profile Picture
    Samantha73 3,255 on at

    In this example , I tried to apply already posted entries but ultimately I want to create the payment in unposted mode (with applied entries) and then post - the same sequence as from the front end when creating a Cash receipt Journal. Ideally create an unposted entry for users to review

  • Samantha73 Profile Picture
    Samantha73 3,255 on at

    I did find another blog where posted entries are applied:

    microsoft-dynamicsnav.blogspot.com/.../dynamics-nav-2016-applying-and-posting.html

    However, not sure if it's a good practise to set applied-to-id directly from code instead of going through the BC codunit so now my code looks like (currently hard coded values)

            CustomerLdgEntryInv.RESET;//CustomerLdgEntryInv is a record variable of table 21
        CustomerLdgEntryInv.SETRANGE(CustomerLdgEntryInv."Document Type", CustomerLdgEntryInv."Document Type"::Invoice);//Find only Invoices
        CustomerLdgEntryInv.SETRANGE(CustomerLdgEntryInv.Open, TRUE);// Find only Open entries    to apply
        CustomerLdgEntryInv.SetRange("Document No.", 'Inv0000006');

        IF CustomerLdgEntryInv.FINDFIRST THEN BEGIN
            // Search for Payment entries in customer ledger entries
            CustomerLdgEntryPay.RESET;//CustomerLdgEntryInv is a record variable of table 21
            CustomerLdgEntryPay.SETRANGE(CustomerLdgEntryPay."Document Type", CustomerLdgEntryPay."Document Type"::Payment);// Find the payment
            CustomerLdgEntryPay.SETRANGE(CustomerLdgEntryPay.Open, TRUE);// Find the payment Ledger Entry
            CustomerLdgEntryPay.SetRange("Document No.", 'GCR0000004');
            IF CustomerLdgEntryPay.FINDFIRST THEN
                REPEAT//Repeat for all the payment entries
                      //set applies to ID
                    CustomerLdgEntryPay.CALCFIELDS(Amount);
                    //Update all the invoice entries
                    CustomerLdgEntryInv.CALCFIELDS(Amount);
                    CustomerLdgEntryInv.validate("Applying Entry", TRUE);
                    CustomerLdgEntryInv.validate("Applies-to ID", CustomerLdgEntryPay."Document No.");
                    CustomerLdgEntryInv.CALCFIELDS("Remaining Amount");
                    CustomerLdgEntryInv.VALIDATE("Amount to Apply", 100.01);//CustomerLdgEntryInv."Remaining Amount");
                    CODEUNIT.RUN(CODEUNIT::"Cust. Entry-Edit", CustomerLdgEntryInv);
                    COMMIT;// Commit the change
                    SetAppliesToID.SetApplId(CustomerLdgEntryPay, CustomerLdgEntryInv, CustomerLdgEntryPay."Document No.");// SatAppliesToID is a codeUnit variable of Code Unit 101
                                                                                                                           //SalesInvoiceHeader.SetRange("No.", CustomerLdgEntryInv."Document No.");
                                                                                                                           //if SalesInvoiceHeader.FindFirst() then                                                                                                     // Post the application
                    PostAppn.Apply(CustomerLdgEntryInv, CustomerLdgEntryInv."Document No.", CustomerLdgEntryPay."Posting Date"); // PostAppn is a codeUnit variable of CodeUnit 226
                UNTIL CustomerLdgEntryPay.NEXT = 0;
        END;

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