SoftPro Developer Forum

We are trying to recreate some of the functionality that exists on the ProTrust Ledger screen (for non-order related ledgers).
The issue we are running into is we want to ONLY display transactions that have been posted but NOT disbursed yet.

How do we filter out transactions that have already been disbursed?

The functionality of ProTrust ledgers in Select cannot be modified. You can use the ITransactionSearchCriteria, ITransactionsManager and other related interfaces to filter the list of transactions. This is what ProTrust does under the covers.

There may be a misunderstanding, we are not trying to change the way the ProTrust work in Select, they are working they way we want.
We want to recreate the same filter that it does but in a custom application.

Currently we are looping through the transactions and filtering on the following:

transaction.Deleted = false
transaction.Current = true
transaction.DepositNumber > 0
transaction.Status == Posted
transaction.DisbursedAsTransactionID is not null
transaction.IsFundsTransferDisbursement = false

This seems to work correctly for about 1/2 the ledgers (primarily ledgers that are transferred to from orders), but for the other half (ledgers that are transferred to from other non-order ledgers) it does filter completely and will still show hundreds of transactions while the Select UI shows less than 4.

What criteria is Select filtering on in the Protrust ledgers UI?

I have sent your request to R&D for them to look at since it seems to address the inner logic of ProTrust.

From R&D...

For a Ledger Transfer In to populate the screen below from the “Disburse Transferred Funds” action, the grid uses a pretty complicated SQL query but it basically uses [pt].[TransactionInfoView] and looks at kind = LedgerTransferIn (12), deleted = false (0), status = Posted (2) and in the code DisbursedAsTransactionID is null. Let me know if that information is good or if we need to dig more.