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Direct Debit Mandate Status

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Posted on by MuhammadFaisal

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Hello Experts,

I am facing an issue while migrating the direct debit mandate in the system using data management. The mandates gets imported successfully but their status get stuck on the incomplete. Even if modify the signature date and signature location from the front screen, status does not change.

i am using the entity "Customer direct debit mandates". I am aware that in this entity, mandate status field is not edit able, so what can be other factor which can trigger the system to change the direct debit mandate status to new?

Please note that if i create the direct debit mandate from the screen, its status get changed to new automatically.

Looking forward to your suggestions,

Thanks and regards,

Muhammad Faisal

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CU30052124-0 2 on at

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Hello,

All mandatory fields for mandate on the customer bank account and customer direct debit mandate are needed ( bank account number, IBAN, swift code , customer adress, signature date ....) . Incomplete status means incomplete data, to resolve we need to fill needed information.

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CU07111411-0 4 on at

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Hi,

Did you ever get this sorted, I'm getting the same issue but all of the information is there as far as I can tell.

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Giorgio Bonacorsi 3,390 on at

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Hello,

I tested it and it seems to be a Microsoft bug. I’ve exactly the same issue as you. To resolve it, I had to manually add the customer address to my mandate:

The address is present in my file:

But it's empty after the loading, I've to re-insert manually. After the status is updated as "New", and I can use the mandate into the invoices:

You can open a ticket, or asking at dev to give some help to fix this import.

Thank you,

Giorgio

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