Codeunit 980 "Payment Registration Mgt."

Base Application · Microsoft.Bank.Payment · BC23-30 · source at ea08af5e · facts from BC29

Properties

Events published

• OnAfterPostPaymentRegistration(var TempPaymentRegistrationBuffer: Record "Payment Registration Buffer" temporary) (integration): Integration event raised after payment registration entries have been posted. This event allows external extensions to perform additional processing after payments are posted.
• OnAfterFindRecords(var TempDocumentSearchResult: Record "Document Search Result" temporary; DocNoFilter: Code[20]; AmountFilter: Decimal; AmountTolerancePerc: Decimal) Δ BC25 (integration)
  • subscribers: Codeunit 6469 “Serv. Payment Registration” OnAfterFindRecords
• OnBeforeGenJnlLineInsert(var GenJournalLine: Record "Gen. Journal Line"; TempPaymentRegistrationBuffer: Record "Payment Registration Buffer" temporary) (integration)
• OnCalculateBalanceOnAfterSetPostedBalance(var PostedBalance: Decimal; GLAccount: Record "G/L Account"; BankAccount: Record "Bank Account") (integration)
• OnBeforePost(var TempPaymentRegistrationBuffer: Record "Payment Registration Buffer" temporary) (integration): Integration event raised before posting payment registration entries. This event allows external extensions to validate or modify payment data before posting.
• OnFindSalesHeaderRecordsOnBeforeToleranceCheck(var SalesHeader: Record "Sales Header") (integration)
• OnShowSalesHeaderRecordsOnBeforeOpenPage(var TempDocumentSearchResult: Record "Document Search Result" temporary; var SalesHeader: Record "Sales Header"; var IsHandled: Boolean) (integration)
• OnShowRecords(var TempDocumentSearchResult: Record "Document Search Result" temporary) + BC25 (integration)
  • subscribers: Codeunit 6469 “Serv. Payment Registration” OnShowRecords
• OnUpdateApplicationFieldsOnCustLedgerEntryOnAfterCalcRemainingAmount(var CustLedgerEntry: Record "Cust. Ledger Entry") + BC25 (integration)

Event subscriptions

• OnRunPreview subscribes to Codeunit “Gen. Jnl.-Post Preview” OnRunPreview

Procedures

• RunSetup(): Runs the payment registration setup wizard to configure payment registration defaults. This procedure checks if setup is complete and guides users through configuration if needed.
• Post(var TempPaymentRegistrationBuffer: Record "Payment Registration Buffer" temporary; LumpPayment: Boolean): Posts payment registration entries to the general ledger. This procedure creates and posts general journal entries based on payment registration buffer data.
• ConfirmClose(var PaymentRegistrationBuffer: Record "Payment Registration Buffer"): Boolean: Confirms whether to close the payment registration page when there are unsaved payments. This procedure checks for pending payments and prompts the user for confirmation before closing.
• ConfirmPost(var PaymentRegistrationBuffer: Record "Payment Registration Buffer"): Confirms and posts payment registrations after validation. This procedure validates payment entries and posts them after user confirmation.
• FindRecords(var TempDocumentSearchResult: Record "Document Search Result" temporary; DocNoFilter: Code[20]; AmountFilter: Decimal; AmountTolerancePerc: Decimal): Finds document records that match the specified search criteria. This procedure searches for sales documents, reminders, and finance charge memos based on document number and amount filters.
• ShowRecords(var TempDocumentSearchResult: Record "Document Search Result" temporary): Shows the detailed records for a selected document search result. This procedure opens the appropriate page to display the full document details based on the search result type.
• ConfirmPostLumpPayment(var SourcePaymentRegistrationBuffer: Record "Payment Registration Buffer")
• InsertDocSearchResult(var TempDocumentSearchResult: Record "Document Search Result" temporary; DocNo: Code[20]; DocType: Integer; TableID: Integer; DocTypeDescription: Text[50]; Amount: Decimal) Δ BC25: Inserts a document search result record into the temporary search result table. This procedure creates a new search result entry for documents found during payment registration searches.
• SetToleranceLimits(Amount: Decimal; AmountTolerance: Decimal; ToleranceTxt: Text): Text: Sets tolerance limits for amount matching and returns formatted tolerance information. This procedure calculates and displays tolerance ranges for payment amount matching.
• IsWithinTolerance(Amount: Decimal; FilterAmount: Decimal; TolerancePct: Decimal): Boolean Δ BC25: Determines whether an amount is within the specified tolerance range of a filter amount. This procedure is used for amount matching during document searches and payment registration.
• CalculateBalance(var PostedBalance: Decimal; var UnpostedBalance: Decimal)
• OpenGenJnl()
• Preview(var PaymentRegistrationBuffer: Record "Payment Registration Buffer"; AsLump: Boolean)
• SetPreviewContext(AsLump: Boolean)

Plus 14 local procedures.

Triggers

OnRun

Relations

• runs on Table 981 “Payment Registration Buffer”

Calls

From the extracted call graph of BC29 (graphify-al on the snapshot checkout): calls whose target is known from a declared type or an Object::"Name" argument. Interface dispatch and calls through events are not counted, so the list is not complete.

• Codeunit 103 “Cust. Entry-Edit” (3 calls: ClearApplicationFieldsOnCustLedgerEntry → (object), UpdateApplicationFieldsOnCustLedgerEntry → (object), UpdatePmtDiscountDateOnCustLedgerEntry → (object))
• Codeunit 13 “Gen. Jnl.-Post Batch” (2 calls: Post → (object), Post → Preview)
• Codeunit 426 “Payment Tolerance Management” (2 calls: Post → PmtTolGenJnl, Post → SetSuppressCommit)
• Codeunit 19 “Gen. Jnl.-Post Preview” (1 call: Preview → Preview)
• Codeunit 308 “No. Series - Batch” (1 call: Post → GetNextNo)
• Codeunit 9070 “Document Errors Mgt.” (1 call: CheckPaymentsToPost → GetNothingToPostErrorMsg)
• Codeunit 9500 “Sequence No. Mgt.” (1 call: OnRun → SetPreviewMode)
• Page 39 “General Journal” (1 call: OpenGenJnl → (object))
• Page 41 “Sales Quote” (1 call: ShowSalesHeaderRecords → (object))
• Page 42 “Sales Order” (1 call: ShowSalesHeaderRecords → (object))
• Page 43 “Sales Invoice” (1 call: ShowSalesHeaderRecords → (object))
• Page 434 “Reminder” (1 call: ShowRecords → (object))
• Page 44 “Sales Credit Memo” (1 call: ShowSalesHeaderRecords → (object))
• Page 446 “Finance Charge Memo” (1 call: ShowRecords → (object))
• Page 456 “No. Series” (1 call: UpdateApplicationFieldsOnCustLedgerEntry → (object))
• Page 507 “Blanket Sales Order” (1 call: ShowSalesHeaderRecords → (object))
• Page 6630 “Sales Return Order” (1 call: ShowSalesHeaderRecords → (object))
• Page 980 “Balancing Account Setup” (1 call: RunSetup → (object))
• Page 982 “Payment Registration Setup” (1 call: RunSetup → (object))

Called by

• Page 981 “Payment Registration” (3 calls: OnFindRecord → CalculateBalance, OnOpenPage → RunSetup, OnQueryClosePage → ConfirmClose)
• Codeunit 6469 “Serv. Payment Registration” (2 calls: OnAfterFindRecords → InsertDocSearchResult, OnAfterFindRecords → IsWithinTolerance)
• Codeunit 1070 “MS - PayPal Standard Mgt.” (1 call: RunPaymentRegistrationSetupForce → RunSetup)
• Codeunit 1073 “MS - PayPal Webhook Management” (1 call: PostPaymentForInvoice → Post)

Ask your agent

Procedure bodies are not stored here (D10). The call sections above are our own, per object, from the BC29 call graph. For a procedure body or the calls of one procedure, ask bc-code-atlas (external, by Stefan Maron, MIT; default corpus w1-28), which the bc-observatory plugin connects: bcatlas_resolve_node(object_type: "codeunit", object_name: "Payment Registration Mgt."), then bcatlas_get_procedure_body or bcatlas_get_neighbors on the returned id.