Configuring the Create Payments Window

In This Field	Type This
OWNER_KEY	The Owner_Key of the Customer being configured.
EVNT	The event name of the screen being configured. These are documented below.
EVNT_SEQ_NUM	An unused unique integer, which must be present to satisfy the keys of the CUST_EVNT table.
EVNT_CLASS	The name of the EVNT_CLASS or, in this case PROPERTY being set.
IN_USE_FLAG	A Flag which must be True (Yes) for this property to be set. (If false, the record is ignored).
EVNT_TYPE	Possible values are: Text: A string value which is literally set Eval: An expression which is evaluated as the property is set Boolean: A Flag, which can be True or False or Yes or No Number: A number
EVNT_MEMO	The actual value of the property.

Notes

OWNER_KEY = <owner_key>

EVNT = ‘PAY Create Payment Setup’

For this screen to be available for use (not grayed out on the menu), at least one property (usually Create_Button_Function) must have IN_USE_FLAG = True and have a valid EVNT_MEMO. Aside from this, all properties are optional.

Properties (EVNT_CLASS)

Caption: Controls the caption that appears on the title bar of the form.

EVNT_TYPE: Text

EVNT_MEMO: <desired screen caption>

Default Value: ’Create Payments’

Create_Button_Caption: Controls the caption that appears on the “Create” button on the form. Note the use of the ampersand (&).

EVNT_TYPE: Text

EVNT_MEMO: <desired button caption>

Default: ‘C&reate’

Create_Button_Function: A Text string which is Evaluated when the “Create” button is pressed. The type must be “Text” and not “Eval” since this property is set when the form is opened, but only Evaluated when the “Create” button is pressed. This property must contain a value for the “Create” button to be visible.

EVNT_TYPE: Text

EVNT_MEMO: <desired function to be called with parameter replacement>

Default: Null

The following run-time parameters may be used in this expression:

<Owner_Key>

<Batch_List>

<Creat_Dtm>

These parameters have the appropriate values supplied to them prior to calling the function specified by EVNT_MEMO. The following string will typically be used for customers which select batches into checks (FUNDS_APPS) for use by the “Process Payments” screen:

Create_FUNDS_APPs(<Owner_Key>,<Batch_List>,<Creat_Dtm>)

Create_Button_Status_Bar: Text that appear on the Status Bar when the “Create” Button has focus.

EVNT_TYPE: Text

EVNT_MEMO: <desired button status bar text>

Default: ‘Initiate Creation of Payment’

Create_Button_Finished_Beep: True if a beep is desired upon completion of the “Create Payment” process.

EVNT_TYPE: Boolean

EVNT_MEMO: True or False

Default: False

Create_Button_Finished_Message: A message which should be displayed upon completion of the “Create Payment” process.

EVNT_TYPE: Text

EVNT_MEMO: <desired message to be displayed upon completion>

Default: Null

Batch_List_Where_Clause: SQL where-clause criteria which is merged with the controlling SQL criteria on the form. This is intended for more complex customers which need to filter on PAYMT_REQ_STAT values other than ‘New’. For instance, DEC has an additional status of ‘FAS Sent’. This will likely be used in conjunction with the Process_Row_Source property.

EVNT_TYPE: Text

EVNT_MEMO: <SQL where-clause text to limit the list of batches shown>

Default: AND (PAYMT_REQ_STAT='New')

Default_Payment_Date: The desired date to be displayed on the screen in the ‘Payment Date’ text box.

EVNT_TYPE: Eval

EVNT_MEMO: <an expression resulting in a date value>

Default: Date( )

Default_Sort: The desired sort order for the payment batches when the screen is first displayed. See the ‘Sort Batches By’ combo-box for possible values.

EVNT_TYPE: Text

EVNT_MEMO: <desired initial sort order>

Default: ‘Due Date’

Default_Vendor: The desired Vendor to filter the payment batches when the screen is first displayed. Valid values are defined VEND_LABLs and ‘All’.

EVNT_TYPE: Text

EVNT_MEMO: <desired Vendor filter>

Default: ‘All’

Default_Due_Date: The desired Due Date to filter the payment batches when the screen is first displayed. This date is displayed in the ‘Due On or Before’ text box.

EVNT_TYPE: Eval

EVNT_MEMO: <an expression resulting in a date value>

Default: DateAdd(“ww”, 2, Date( ))

Process_Row_Source: A two-column row source which when present allows this screen to have multiple configurations, such as for more complex customers.

EVNT_TYPE: Text

EVNT_MEMO: <a two-column MS Access rowsource value list>

Default: Null

The first column controls the value the user sees and the second column controls a secondary set of EVNT properties that are to be applied to this screen when the user chooses this “Process”.

For instance, for DEC, when the screen first comes up, Create_Button_Function is left empty (hiding the Create button) and Process_Row_Source is set to “FAS Feed";"PAY Create Payment FAS Feed";"Payment Feed";"PAY Create Payment DEC Payment Feed". This causes the “Process” combo-box to be displayed in the form header and allows the user to select between “FAS Feed” and “Payment Feed”. If the user chooses “FAS Feed”, the Create Payments screen is then reconfigured using EVNT = “PAY Create Payment FAS Feed”. If the user chooses “Payment Feed”, the screen is reconfigured using EVNT = “PAY Create Payment DEC Payment Feed”.

When secondary configuration takes place, all properties are reapplied as documented above, except for Process_Row_Source which is only used upon the initial configuration.

See Also

Configuring the Process Payments Window

Configuring the Process Payment Configuration Dialog Box

Configuring the Post-Payment Processing Window

Configuring Remittance Batch Creation Events

Configuring AP_FEED Post Generation Events

Remote Configuration for Customers Via Messages