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How to use 2 payment methods
dimitris
Member Posts: 17
Hallo everybody
I have the following problem: I would like to know if it is possible for an invoice to have simultaneously two payment methods (e.g. cash and credit card). Example: A customer has to pay 100 Euros and he wishes to pay 60 Euros cash and another 40 Euros by a credit card. The bottom line is that I have to make some changes propably in codeunit 80 (sales/post) so as to add another line in customer ledger entry table? Does anyone knows where that piece of code is and what other tables do I have to take into consideration? Any good ideas?
I thank you in advance!
I have the following problem: I would like to know if it is possible for an invoice to have simultaneously two payment methods (e.g. cash and credit card). Example: A customer has to pay 100 Euros and he wishes to pay 60 Euros cash and another 40 Euros by a credit card. The bottom line is that I have to make some changes propably in codeunit 80 (sales/post) so as to add another line in customer ledger entry table? Does anyone knows where that piece of code is and what other tables do I have to take into consideration? Any good ideas?
I thank you in advance!
0
Comments
I found no problem with having two payment transaction for any invoice. Both Cash and Credit Card payment willbe recd. in two diffrent G/L & Bank account therefore two lines will be created in the customer ledger entry. Both transaction will be applied to single sale invoice.
Is there something else you wanna inquire
Best Regards,
Sandeep Singla
http://ssdynamics.co.in
In sales order form when I choose payment method code there is only one selection!
How can I choose two different payment method codes and how can I define the amount that each payment method will cover?
I did this a while back. You add a boolean to Payment method called split payment. Make sure Bal. Account No. is blank.
Now On order menu button you add an option to open a split payment form.
I used Gen. journal batch and added new fields to link to the sales order.
This is code for onpush triger
TESTFIELD("Payment Method Code",'SPLIT'); TESTFIELD(Status,Status::Released); GenJournalLine.FILTERGROUP(0); //GenJournalLine.SETRANGE("Journal Template Name",'CASH RECEI'); GenJournalLine.SETRANGE("Journal Batch Name",'SPLIT'); GenJournalLine.SETRANGE("Sales Order No","No."); GenJournalLine.SETRANGE("Account Type",GenJournalLine."Account Type"::Customer); GenJournalLine.SETRANGE("Account No.","Sell-to Customer No."); GenJournalLine.FILTERGROUP(2); WarehouseSplitPayment.SETTABLEVIEW(GenJournalLine); WarehouseSplitPayment.SetRec(Rec); WarehouseSplitPayment.RUNMODAL;This is the split payment form that opens.
OBJECT Form 50004 Split Cash Receipt Journal { OBJECT-PROPERTIES { Date=09/13/06; Time=[ 8:42:12 AM]; Modified=Yes; Version List=NAVW14.00; } PROPERTIES { Width=14850; Height=8250; CaptionML=[ENU=Cash Receipt Journal; ENC=Cash Receipt Journal]; SaveValues=Yes; TableBoxID=1; SourceTable=Table81; DelayedInsert=Yes; DataCaptionFields=Journal Batch Name; OnOpenForm=VAR JnlSelected@1000 : Boolean; BEGIN "Journal Batch Name" := 'SPLIT'; CurrentJnlBatchName := 'SPLIT'; xRec."Journal Batch Name" := 'SPLIT'; GenJnlManagement.TemplateSelection(FORM::"Cash Receipt Journal",3,FALSE,Rec,JnlSelected); IF NOT JnlSelected THEN ERROR(''); GenJnlManagement.OpenJnl(CurrentJnlBatchName,Rec); IF SalesHeader.GET(SalesHeader."Document Type",GETFILTER("Sales Order No")) THEN BEGIN SalesHeader.CALCFIELDS("Amount Including VAT"); OrderBalance := SalesHeader."Amount Including VAT"; END; END; OnQueryCloseForm=BEGIN IF (OrderBalance-TotalBalance) <> 0 THEN IF NOT CONFIRM('Balance Difference is not Zero. Are you sure you want to close the form?') THEN EXIT(FALSE) ELSE EXIT(TRUE); END; OnAfterGetRecord=BEGIN ShowShortcutDimCode(ShortcutDimCode); END; OnAfterGetCurrRecord=BEGIN GenJnlManagement.GetAccounts(Rec,AccName,BalAccName); UpdateBalance; END; OnBeforePutRecord=BEGIN UpdateBalance; END; OnNewRecord=BEGIN UpdateBalance; "Journal Batch Name" := 'SPLIT'; SetUpNewLine(xRec,Balance,BelowxRec); CLEAR(ShortcutDimCode); EVALUATE("Account Type",GETFILTER("Account Type")); VALIDATE("Account No.",GETFILTER("Account No.")); VALIDATE("Sales Order No",GETFILTER("Sales Order No")); //SalesHeader.GET(SalesHeader."Document Type"::Order,"Sales Order No"); SalesHeader.TESTFIELD("No."); VALIDATE("Posting Date",SalesHeader."Posting Date"); VALIDATE("Document Date",SalesHeader."Document Date"); VALIDATE("Document Type","Document Type"::Payment); VALIDATE("Document No.",SalesHeader."No."); END; OnInsertRecord=BEGIN GenJournal2.RESET; GenJournal2.SETRANGE("Journal Template Name",'CASH RECEI'); GenJournal2.SETRANGE("Journal Batch Name",'SPLIT'); IF GenJournal2.FIND('+') THEN "Line No." := GenJournal2."Line No." + 10000; END; } CONTROLS { { 1 ;TableBox ;110 ;220 ;14410;5500 ;HorzGlue=Both; VertGlue=Both } { 1000000000;TextBox;31327;3410 ;1700 ;440 ;ParentControl=1; InColumn=Yes; SourceExpr="Payment Method Code" } { 1000000001;Label ;0 ;0 ;0 ;0 ;ParentControl=1000000000; InColumnHeading=Yes } { 1000000010;TextBox;3493 ;3300 ;2200 ;440 ;ParentControl=1; InColumn=Yes; CaptionML=[ENU=" Pay Amount"; ENC=Credit Amount]; SourceExpr="Credit Amount"; OnValidate=BEGIN IF "Payment Method Code" = '' THEN Err('Please select a payment Method'); END; } { 1000000011;Label ;0 ;0 ;0 ;0 ;ParentControl=1000000010; InColumnHeading=Yes } { 1000000002;TextBox;3889 ;3850 ;1650 ;440 ;Visible=No; ParentControl=1; InColumn=Yes; SourceExpr="Bal. Account Type"; OnValidate=BEGIN IF "Payment Method Code" = '' THEN Err('Please select a payment Method'); END; } { 1000000003;Label ;0 ;0 ;0 ;0 ;ParentControl=1000000002; InColumnHeading=Yes } { 1000000012;TextBox;6244 ;3630 ;1700 ;440 ;ParentControl=1; InColumn=Yes; SourceExpr="CC Approval Code"; OnValidate=BEGIN IF "Payment Method Code" = '' THEN Err('Please select a payment Method'); END; } { 1000000013;Label ;0 ;0 ;0 ;0 ;ParentControl=1000000012; InColumnHeading=Yes } { 1000000004;TextBox;5503 ;3960 ;1700 ;440 ;Visible=No; ParentControl=1; InColumn=Yes; SourceExpr="Bal. Account No."; OnValidate=BEGIN IF "Payment Method Code" = '' THEN Err('Please select a payment Method'); END; } { 1000000005;Label ;0 ;0 ;0 ;0 ;ParentControl=1000000004; InColumnHeading=Yes } { 1000000014;TextBox;9472 ;2420 ;1700 ;440 ;ParentControl=1; InColumn=Yes; SourceExpr="Credit Card No." } { 1000000015;Label ;0 ;0 ;0 ;0 ;ParentControl=1000000014; InColumnHeading=Yes } { 1000000016;TextBox;11172;2420 ;1700 ;440 ;ParentControl=1; InColumn=Yes; SourceExpr="CC No." } { 1000000017;Label ;0 ;0 ;0 ;0 ;ParentControl=1000000016; InColumnHeading=Yes } { 24 ;Frame ;220 ;5830 ;12540;1430 ;HorzGlue=Both; VertGlue=Bottom; ShowCaption=No } { 27 ;TextBox ;6160 ;6600 ;2200 ;440 ;Name=TotalBalance; HorzGlue=Right; VertGlue=Bottom; Editable=No; ParentControl=24; InFrame=Yes; CaptionML=[ENU=Total Balance; ENC=Total Balance]; SourceExpr=TotalBalance; AutoFormatType=1 } { 28 ;Label ;6160 ;6050 ;2200 ;440 ;HorzGlue=Right; VertGlue=Bottom; ParentControl=27; HorzAlign=Right; LeaderDots=No } { 1000000006;TextBox;3740 ;6600 ;2200 ;440 ;Name=TotalBalance; HorzGlue=Right; VertGlue=Bottom; Editable=No; ParentControl=24; InFrame=Yes; CaptionML=[ENU=OrderBalance; ENC=Total Balance]; SourceExpr=OrderBalance; AutoFormatType=1 } { 1000000007;Label ;3740 ;6050 ;2200 ;440 ;HorzGlue=Right; VertGlue=Bottom; ParentControl=1000000006; HorzAlign=Right; LeaderDots=No } { 1000000009;TextBox;770 ;6490 ;2200 ;440 ;Name=TotalBalance; HorzGlue=Right; VertGlue=Bottom; Editable=No; ParentControl=24; InFrame=Yes; CaptionML=[ENU=Difference; ENC=Total Balance]; SourceExpr=OrderBalance-TotalBalance; AutoFormatType=1 } { 1000000008;Label ;770 ;5940 ;2200 ;440 ;HorzGlue=Right; VertGlue=Bottom; ParentControl=1000000009; HorzAlign=Right; LeaderDots=No } { 59 ;MenuButton ;10010;7480 ;2200 ;550 ;HorzGlue=Right; VertGlue=Bottom; Visible=No; CaptionML=[ENU=&Line; ENC=&Line]; Menu=MENUITEMS { { ID=60; PushAction=RunObject; ShortCutKey=Shift+Ctrl+D; CaptionML=[ENU=Dimensions; ENC=Dimensions]; RunObject=Form 545; RunFormLinkType=OnUpdate; RunFormLink=Table ID=CONST(81), Journal Template Name=FIELD(Journal Template Name), Journal Batch Name=FIELD(Journal Batch Name), Journal Line No.=FIELD(Line No.) } } } } CODE { VAR ChangeExchangeRate@1000 : Form 511; GLReconcile@1001 : Form 345; GenJnlManagement@1002 : Codeunit 230; ReportPrint@1003 : Codeunit 228; CurrentJnlBatchName@1004 : Code[10]; AccName@1005 : Text[30]; BalAccName@1006 : Text[30]; Balance@1007 : Decimal; TotalBalance@1008 : Decimal; ShowBalance@1009 : Boolean; ShowTotalBalance@1010 : Boolean; ShortcutDimCode@1011 : ARRAY [8] OF Code[20]; Text100@1102620002 : TextConst 'ENU=Create new transaction?'; GenJournal2@1000000000 : Record 81; OrderBalance@1000000001 : Decimal; SalesHeader@1000000002 : Record 36; LOCAL PROCEDURE UpdateBalance@1(); BEGIN GetTotalBalance; END; PROCEDURE GetTotalBalance@1000000000(); VAR returnValue@1000000000 : Decimal; GenJournal3@1000000001 : Record 81; BEGIN TotalBalance := 0; GenJournal3.RESET; GenJournal3.SETRANGE("Journal Template Name",'CASH RECEI'); GenJournal3.SETRANGE("Journal Batch Name",'SPLIT'); GenJournal3.SETRANGE("Sales Order No","Sales Order No"); IF GenJournal3.FIND('-') THEN REPEAT TotalBalance += GenJournal3."Credit Amount"; UNTIL GenJournal3.NEXT = 0; END; PROCEDURE Err@1000000001(ltext@1000000000 : Text[1000]); BEGIN ERROR(ltext); END; PROCEDURE SetRec@1000000002(LSalesHeader@1000000000 : Record 36); BEGIN SalesHeader := LSalesHeader; END; BEGIN END. } }In codeunit 80 I added the following code.
// Balancing account IF "Bal. Account No." <> '' THEN BEGIN //LS4.0 START IF ShowDialog() THEN Window.UPDATE(5,1); //LS4.0 STOP CustLedgEntry.FIND('+'); GenJnlLine.INIT; GenJnlLine."Posting Date" := "Posting Date"; GenJnlLine."Document Date" := "Document Date"; GenJnlLine.Description := "Posting Description"; GenJnlLine."Shortcut Dimension 1 Code" := "Shortcut Dimension 1 Code"; GenJnlLine."Shortcut Dimension 2 Code" := "Shortcut Dimension 2 Code"; GenJnlLine."Reason Code" := "Reason Code"; GenJnlLine."Account Type" := GenJnlLine."Account Type"::Customer; GenJnlLine."Account No." := "Bill-to Customer No."; IF "Document Type" = "Document Type"::"Credit Memo" THEN GenJnlLine."Document Type" := GenJnlLine."Document Type"::Refund ELSE GenJnlLine."Document Type" := GenJnlLine."Document Type"::Payment; GenJnlLine."Document No." := GenJnlLineDocNo; GenJnlLine."External Document No." := GenJnlLineExtDocNo; IF "Bal. Account Type" = "Bal. Account Type"::"Bank Account" THEN GenJnlLine."Bal. Account Type" := GenJnlLine."Bal. Account Type"::"Bank Account"; GenJnlLine."Bal. Account No." := "Bal. Account No."; GenJnlLine."Currency Code" := "Currency Code"; GenJnlLine.Amount := TotalSalesLine."Amount Including VAT" + CustLedgEntry."Remaining Pmt. Disc. Possible"; GenJnlLine."Source Currency Code" := "Currency Code"; GenJnlLine."Source Currency Amount" := GenJnlLine.Amount; GenJnlLine.Correction := Correction; CustLedgEntry.CALCFIELDS(Amount); IF CustLedgEntry.Amount = 0 THEN GenJnlLine."Amount (LCY)" := TotalSalesLineLCY."Amount Including VAT" ELSE GenJnlLine."Amount (LCY)" := TotalSalesLineLCY."Amount Including VAT" + ROUND( CustLedgEntry."Remaining Pmt. Disc. Possible" / CustLedgEntry."Adjusted Currency Factor"); IF SalesHeader."Currency Code" = '' THEN GenJnlLine."Currency Factor" := 1 ELSE GenJnlLine."Currency Factor" := SalesHeader."Currency Factor"; GenJnlLine."Applies-to Doc. Type" := GenJnlLineDocType; GenJnlLine."Applies-to Doc. No." := GenJnlLineDocNo; GenJnlLine."Source Type" := GenJnlLine."Source Type"::Customer; GenJnlLine."Source No." := "Bill-to Customer No."; GenJnlLine."Source Code" := SrcCode; GenJnlLine."Posting No. Series" := "Posting No. Series"; GenJnlLine."IC Partner Code" := "Sell-to IC Partner Code"; GenJnlLine."System-Created Entry" := TRUE; GenJnlPostLine.RunWithCheck(GenJnlLine,TempJnlLineDim); //S001 Start New Code //END; END ELSE BEGIN T_GenJournalLine.SETRANGE("Journal Template Name",'CASH RECEI'); T_GenJournalLine.SETRANGE("Journal Batch Name",'SPLIT'); T_GenJournalLine.SETRANGE("Sales Order No","No."); T_GenJournalLine.SETRANGE("Account Type",T_GenJournalLine."Account Type"::Customer); T_GenJournalLine.SETRANGE("Account No.","Sell-to Customer No."); IF T_GenJournalLine.FIND('-') THEN REPEAT IF "Document Type" IN ["Document Type"::"Credit Memo","Document Type"::"Return Order"] THEN T_GenJournalLine."Document Type" := T_GenJournalLine."Document Type"::Refund ELSE T_GenJournalLine."Document Type" := T_GenJournalLine."Document Type"::Payment; T_GenJournalLine."Posting Date" := "Posting Date"; T_GenJournalLine."Document Date" := "Document Date"; T_GenJournalLine.Description := "Posting Description"; T_GenJournalLine."Shortcut Dimension 1 Code" := "Shortcut Dimension 1 Code"; T_GenJournalLine."Shortcut Dimension 2 Code" := "Shortcut Dimension 2 Code"; T_GenJournalLine."Reason Code" := "Reason Code"; T_GenJournalLine."External Document No." := GenJnlLineExtDocNo; T_GenJournalLine."Document No." := GenJnlLineDocNo; T_GenJournalLine."Applies-to Doc. Type" := GenJnlLineDocType; T_GenJournalLine."Applies-to Doc. No." := GenJnlLineDocNo; T_GenJournalLine."Source Code" := SrcCode; IF T_GenJournalLine."Document Type" = T_GenJournalLine."Document Type"::Refund THEN T_GenJournalLine.VALIDATE(Amount, - T_GenJournalLine.Amount) ELSE T_GenJournalLine.VALIDATE(Amount, T_GenJournalLine.Amount); T_GenJournalLine."System-Created Entry" := TRUE; GenJnlPostLine.RunWithCheck(T_GenJournalLine,TempJnlLineDim); T_GenJournalLine.DELETE(TRUE); UNTIL T_GenJournalLine.NEXT = 0; END; //S001 End new CodeIndependent Consultant/Developer
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Independent Consultant/Developer
blog: https://dynamicsuser.net/nav/b/ara3n