Re: Check posting when check amount differs from pending receipt amount
Posted: Fri Mar 19, 2021 1:47 pm
Bob, as always, you are exceedingly helpful and I appreciate you taking the time and effort to share this information. I guess I'm revealing my more procedural upbringing as the reliance on Tags, albeit logical, takes some effort for me to get my head around it.
If I read correctly, I need to make sure the Tags collection of the Check Transaction is properly populated so that the Transaction Manager has access to all the information needed to result in a coherent transaction. I gather that some of the required tag elements may already exist on a transaction but others may have to be added by me. As you observe, the ledger and OrderInformation can serve as the source of tag values. Here are the things that are tripping me up:
- How do I know what tags are required (other than by analyzing thrown exceptions until I get things to work)?
- Is there an enumeration of tag names? When I get an exception such as "Payee code is required" I imagine that means I need a tag for payee code but I'm not sure what the exact name of the tag I insert into the collection should be nor what the expected type is (e.g. GUID ID of a contact or the name of the contact or something else) For example, I tried adding a tag to address the missing Payee Code like this: trans.Tags.Add(new Tag("PayeeCode", "T")); to indicated that the title company "T" is the receipient of the check but I still get the same "Payee code is required" error!
I feel like I'm close but just having trouble closing the gap. I apologize if all of this is explained in the SDK guide or other dev forum posts but, while I have searched high and low, I have yet to find an answer!
If I read correctly, I need to make sure the Tags collection of the Check Transaction is properly populated so that the Transaction Manager has access to all the information needed to result in a coherent transaction. I gather that some of the required tag elements may already exist on a transaction but others may have to be added by me. As you observe, the ledger and OrderInformation can serve as the source of tag values. Here are the things that are tripping me up:
- How do I know what tags are required (other than by analyzing thrown exceptions until I get things to work)?
- Is there an enumeration of tag names? When I get an exception such as "Payee code is required" I imagine that means I need a tag for payee code but I'm not sure what the exact name of the tag I insert into the collection should be nor what the expected type is (e.g. GUID ID of a contact or the name of the contact or something else) For example, I tried adding a tag to address the missing Payee Code like this: trans.Tags.Add(new Tag("PayeeCode", "T")); to indicated that the title company "T" is the receipient of the check but I still get the same "Payee code is required" error!
I feel like I'm close but just having trouble closing the gap. I apologize if all of this is explained in the SDK guide or other dev forum posts but, while I have searched high and low, I have yet to find an answer!