Search found 42 matches

by sindrapal
Wed Feb 10, 2016 4:21 pm
Forum: Integration Development
Topic: Voided Transactions - What SQL Table Identifies This Status
Replies: 3
Views: 313

Re: Voided Transactions - What SQL Table Identifies This Sta

When you void a transaction, new records are added to the RevenueDetail table to offset the original posting. So in your query you don't have to filter out voided adjustments. I may be wrong in understanding your use case. But please try running the modified query below and let me know if it doesn't...
by sindrapal
Mon Feb 08, 2016 11:17 am
Forum: Integration Development
Topic: Voided Transactions - What SQL Table Identifies This Status
Replies: 3
Views: 313

Re: Voided Transactions - What SQL Table Identifies This Sta

The best table to use to identify if a transaction is voided is the pt.[Transaction] table. If the transaction is voided, the value in the [Status] column will be 4. Please refer to the zref.[TransactionStatus] table for a list of Status values. -- Get the list of voided transactions select top 10 *...
by sindrapal
Tue Jan 05, 2016 11:33 am
Forum: Integration Development
Topic: Setting Payee Code on Outgoing Wire
Replies: 4
Views: 352

Re: Setting Payee Code on Outgoing Wire

The sample code that I provided yesterday gives you a list of order contacts using the ProTrust API (without opening the order). We use this list to populate the payee/payor code dropdown on the transaction dialog. To set the payee/payor code on a transaction using the API, you will have to set a Ta...
by sindrapal
Mon Jan 04, 2016 3:25 pm
Forum: Integration Development
Topic: RelatedTransactionID from a posted transaction
Replies: 4
Views: 327

Re: RelatedTransactionID from a posted transaction

Please correct me if I am wrong. It looks like you have a posted disbursement (Ledger transfer(-) transaction) in an order related ledger whose corresponding ledger transfer (+) is in a revenue ledger. If you have a reference to the full transaction instance for one side, it will give you the refere...
by sindrapal
Mon Jan 04, 2016 1:13 pm
Forum: Integration Development
Topic: ChargeSource from TransactionSource
Replies: 2
Views: 302

Re: ChargeSource from TransactionSource

2.) I have GUID for a CDF or HUD Payee How do I determine the HUDLine/CDFLine and HUDCharge/HUDLine records associated with this GUID? You will need a reference to the ProForm order to get to the CDFLine and the CDFCharge. IOrderStore os = _sps.GetService<IOrderStore>(); IOrderInfo info = os.Orders ...
by sindrapal
Mon Jan 04, 2016 1:00 pm
Forum: Integration Development
Topic: ChargeSource from TransactionSource
Replies: 2
Views: 302

Re: ChargeSource from TransactionSource

1.) In an ITransactionSource, how do I find the ChargeSource GUID? Then, once I have the ChargeSource Guid, how do I get ChargeSource Type (e.g. Policy, Endorsement, ATC)? If a transaction is associated with a Policy/Endorsement/ATC, you will find the ChargeSource guid in the transaction source's Ta...
by sindrapal
Mon Jan 04, 2016 12:28 pm
Forum: Integration Development
Topic: Setting Payee Code on Outgoing Wire
Replies: 4
Views: 352

Re: Setting Payee Code on Outgoing Wire

Peter, You can get the list of order contacts if you have a reference to the OrderLedger. Please refer to the code sample below. ILedgersManager lm = _sps.GetService<ILedgersManager>(); ILedgerInfo ledgerInfo = lm.GetLedgerForOrder(orderGuid); IOrderLedger orderLedger = (IOrderLedger)lm.GetLedger(le...
by sindrapal
Mon Jan 04, 2016 12:17 pm
Forum: Integration Development
Topic: RelatedTransactionID from a posted transaction
Replies: 4
Views: 327

Re: RelatedTransactionID from a posted transaction

It is not directly available via the API. Can you please tell me what your use case is?
by sindrapal
Mon Jan 04, 2016 11:27 am
Forum: Integration Development
Topic: Pre-Cameron ChargeSourceId
Replies: 1
Views: 229

Re: Pre-Cameron ChargeSourceId

You should be able to get the ChargeSourceId from the IFeeDetail records corresponding to the transaction. The code sample below demonstrates this approach. ILedgersManager lm = _sps.GetService<ILedgersManager>(); ILedgerInfo info = lm.GetLedgerForOrder(orderGuid); IOrderLedger orderLedger = (IOrder...
by sindrapal
Mon Aug 24, 2015 9:22 am
Forum: Integration Development
Topic: Reassign Transaction
Replies: 2
Views: 220

Re: Reassign Transaction

You can use the Reassign feature only with posted transactions to move a given transaction from one ledger to another. I think what you are looking for is ITransactionsManager.ChangeType(ITransactionInfo transaction, TransactionKind targetType).