Configuring the Post-Payment Processing Window

Notes

All properties of this screen share these fields:

OWNER_KEY = <owner_key>

EVNT = ‘REMIT Post-Payment Setup’

For this screen to be available (not grayed out on the menu), at least one property (usually Process_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: ’Post-Payment Processing’

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

EVNT_TYPE: Text

EVNT_MEMO: <desired button caption>

Default: ‘&Process’

Process_Button_Function: A Text string which is Evaluated when the “Process” 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 “Process” button is pressed. This property must contain a value for the “Process” 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>

<CHK_EFT_ID_List>

<CHK_EFT_ID_In_Clause>

These parameters have the appropriate values supplied to them prior to calling the function specified by EVNT_MEMO. The following string can be used to see how parameter replacement works.

LDrop(MsgBox("Owner_Key = " & "<Owner_Key>" & CRLF() & "CHK_EFT_ID_List = " & "<CHK_EFT_ID_List>" & CRLF() & "CHK_EFT_ID_In_Clause = " & "<CHK_EFT_ID_In_Clause>",0, "EVNT_MEMO Demo") & "z:\some\file\name.apf", 1)

A typical use of this would be with the Generic_Cust_Feed_File() function.

Equivalent functionality of the <CHK_EFT_ID_In_Clause> may be obtained for arbitrarily long lists of checks by using the vertical bar operator (|) as follows:

WHERE ((CHECK.CHK_EFT_ID In (|Forms![REMIT Post-Process
Checks].Form![Selected_Checks]|)))

Process_Button_Status_Bar: Text that appears on the Status Bar when the “Process” Button has focus.

EVNT_TYPE: Text

EVNT_MEMO: <desired button status bar text>

Default: ‘Initiate Post-Payment Processing’

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

EVNT_TYPE: Text

EVNT_MEMO: <desired initial sort order>

Default: ‘Check Number’

Default_Vendor: The desired Vendor to filter the checks 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_Check_Date: The desired Check Creation Date to filter the payment batches when the screen is first displayed. This date is displayed in the ‘Check Date’ text box.

EVNT_TYPE: Eval

EVNT_MEMO: <an expression resulting in a date value>

Default: Date( )

Check_Where_Clause: SQL where-clause criteria which is merged with the controlling SQL criteria on the form. This is used to control the subset of Check records to be displayed on the form. It will typically take the form:

AND (Instr(CString([AFTER_PAYMT_CTRL_STAT]),'[Feed Sent]')=0)

EVNT_TYPE: Text

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

Default: Null

Process_Button_Finished_Beep: True if a beep is desired upon completion of the “Post-Payment Process” process.

EVNT_TYPE: Boolean

EVNT_MEMO: True or False

Default: False

Process_Button_Finished_Message: A message which should be displayed upon completion of the “Post-Payment Process” process. This features string replacement of the result of the Eval’d process into the message if <Process_Result> is used.

EVNT_TYPE: Text

EVNT_MEMO: <desired message to be displayed upon completion>

Default: Null

For example, the following string could be used:

AP Feed generated as <Process_Result>

in which case a message box would appear as follows:

AP Feed generated as z:\some\file\name.apf

On_Complete_History_Message: A message which is included as the description in the history (SYS_EVT2) for each check. This features string replacement of the result of the Eval’d process into the message if <Process_Result> is used.

EVNT_TYPE: Text

EVNT_MEMO: <desired message to be entered into history upon completion>

Default: ‘Post-Payment Complete’

On_Complete_CHK_EFT_STAT: A text value which CHK_EFT_STAT is set to after the Post-Payment process completes. Typically, ‘Post-Pmt Complete’ is used, but for more complex customers, other values may be substituted.

EVNT_TYPE: Text

EVNT_MEMO: <CHK_EFT_STAT to be set upon completion>

Default: ‘Post-Pmt Complete’

On_Complete_AFTER_PAYMT_CTRL_STAT_Append: A text value which is appended to the list of values in AFTER_PAYMT_CTRL_STAT. This allows for multiple independent statuses to exist simultaneously. A typical value might be ‘[Feed Sent]’. It is intended for use in conjunction with Check_Where_Clause.

EVNT_TYPE: Text

EVNT_MEMO: <CHK_EFT_STAT to be set upon completion>

Default: Null

Allow_Null_Selection: True if it is safe to allow the user to press the Process button without having first selected at least one check to execute the Post-Payment process against

EVNT_TYPE: Boolean

EVNT_MEMO: True or False

Default: False

Force_Full_Selection_Only: True if every check must be selected before the Post-Payment process can begin. Setting this to true will pre-select all checks and disallow the de-selection of any checks. Note that this operates entirely independently of Allow_Null_Selection.

EVNT_TYPE: Boolean

EVNT_MEMO: True or False

Default: False

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 CompUSA, when the screen first comes up, Process_Button_Function is left empty (hiding the Process button) and Process_Row_Source is set to "AP Feed";"REMIT Post-Payment AP Feed";"ACH Transfer";"REMIT Post-Payment ACH Transfer". This causes the “Process” combo-box to be displayed in the form header and allows the user to select between “AP Feed” and “ACH Transfer”. If the user chooses “AP Feed”, the Create Payments screen is then reconfigured using EVNT = “REMIT Post-Payment AP Feed”. If the user chooses “ACH Transfer”, the screen is reconfigured using EVNT = “REMIT Post-Payment ACH Transfer”.

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 Create Payments Window

Configuring the Process Payments Window

Configuring the Process Payment Configuration Dialog Box

Configuring Remittance Batch Creation Events

Configuring AP_FEED Post Generation Events

Remote Configuration for Customers Via Messages