SoftPro Developer Forum

I am not sure what you mean by "InstrumentType" and "InstrumentNumber". I assumed that they referred to the deed on the PF side. But looks like you are actually trying to get some transaction\adjustment data. Transaction.Kind will tell you if the transaction is a Receipt\Incoming...

The ITransactionHistory type should give you all the adjustment details that you had access to in previous versions of Select. The InstrumentNumber & IssueByName are not tracked as part of an adjustment. AdjustmentDate ITransactionHistory.LastModifiedOn AdjustedByName ITransactionHistory.LastMod...

This is as designed. It gives you all versions of all transactions in the ledger. Since you need only the current records (latest versions) you need to re-write the query as follows, var transListquery = (from t in transactionManager.Transactions where (t.Ledger.Name == "WA-0326-174434-SAFE2000...

Here you go, ILedgersManager lm = sps.GetService<ILedgersManager>(); ILedgerInfo info = lm.Ledgers .Where(l => l.Name == "Test" && l.TrustAccount.Code == "Code1") .SingleOrDefault(); decimal balance = 0; if (info != null) { ILedger ledger = lm.GetLedger(info); balance = l...

Here you go. Print pending disbursements is actually Print pending checks + Posting the other disbursements individually. I added some sample code for posting Ledger Transfers under the "Sample code for Check & Ledger Transfer Transactions" thread. List<ICheckTransaction> checksToPrint...

I am reposting a corrected sample. Hope this helps! // Create a check transaction for an order related ledger ILedgersManager lm = _sps.GetService<ILedgersManager>(); // find the light weight ledger instance associated with the order ILedgerInfo info = lm .Ledgers .Where(l => l.Name == "2014020...

Creating a ledger transfer transaction is a similar process but the way you post it is different. // create ledger transfer out transaction ITransactionsManager tm = _sps.GetService<ITransactionsManager>(); ILedgerTransferOutTransaction transferOut = tm.NewTransaction<ILedgerTransferOutTransaction>(...

Here you go, // Create a check transaction for an order related ledger ILedgersManager lm = _sps.GetService<ILedgersManager>(); // find the light weight ledger instance associated with the order ILedgerInfo info = lm .Ledgers .Where(l => l.Name == "2014020009") .First(); // load the full l...

Also, it is possible that our "Get next available hud line" logic may not find an available hud line. So we need a null check here. // Get next available hud line IOrderHUDLine line = orderInfo.ApplyTowards .Section200 .Where(l => l.HUD == hud.ID && string.IsNullOrEmpty(l.Descripti...

Brian, You can accomplish this using the API. // Load the order related ledger ILedgersManager lm = _sps.GetService<ILedgersManager>(); IOrderLedger ledger = (IOrderLedger)lm.GetLedger(ledgerInfo); // Get the order information (HUDs, HUD lines (200 & 400 section) and contacts). IOrderInformation...