Page 1252 Payment Application Rules, source in 29
Source29
src/Layers/W1/BaseApp/Bank/Reconciliation/PaymentApplicationRules.Page.al132 lines, Copyright (c) Microsoft Corporation. MIT
// ------------------------------------------------------------------------------------------------
// Copyright (c) Microsoft Corporation. All rights reserved.
// Licensed under the MIT License. See License.txt in the project root for license information.
// ------------------------------------------------------------------------------------------------
namespace Microsoft.Bank.Reconciliation;
/// <summary>
/// Configuration page for payment application matching rules.
/// Allows setup of automated matching criteria and confidence levels.
/// </summary>
page 1252 "Payment Application Rules"
{
AdditionalSearchTerms = 'payment matching rules,automatic payment application';
ApplicationArea = Basic, Suite;
Caption = 'Payment Application Rules';
DelayedInsert = true;
PageType = Worksheet;
SourceTable = "Bank Pmt. Appl. Rule";
UsageCategory = Tasks;
layout
{
area(content)
{
repeater(Rules)
{
field("Match Confidence"; Rec."Match Confidence")
{
ApplicationArea = Basic, Suite;
}
field(Priority; Rec.Priority)
{
ApplicationArea = Basic, Suite;
}
field("Related Party Matched"; Rec."Related Party Matched")
{
ApplicationArea = Basic, Suite;
}
field("Doc. No./Ext. Doc. No. Matched"; Rec."Doc. No./Ext. Doc. No. Matched")
{
ApplicationArea = Basic, Suite;
Caption = 'Document No./Ext. Document No. Matched';
}
field("Amount Incl. Tolerance Matched"; Rec."Amount Incl. Tolerance Matched")
{
ApplicationArea = Basic, Suite;
Caption = 'Number of Entries Within Amount Tolerance Found';
}
field("Direct Debit Collect. Matched"; Rec."Direct Debit Collect. Matched")
{
ApplicationArea = Basic, Suite;
Caption = 'Direct Debit Collection Matched';
}
field("Review Required"; Rec."Review Required")
{
ApplicationArea = Basic, Suite;
Caption = 'Review Required';
}
field("Apply Immediatelly"; Rec."Apply Immediatelly")
{
ApplicationArea = Basic, Suite;
Caption = 'Apply Immediatelly';
Visible = ApplyAutomaticallyVisible;
}
}
}
}
actions
{
area(Processing)
{
action(RestoreDefaultRules)
{
ApplicationArea = Basic, Suite;
Caption = 'Restore Default Rules';
Image = Restore;
ToolTip = 'Delete the application rules and replace them with the default rules, which control whether payments are automatically applied to open ledger entries.';
trigger OnAction()
begin
if not Confirm(ResetToDefaultsQst) then
exit;
Rec.DeleteAll();
Rec.InsertDefaultMatchingRules();
end;
}
action(AdvancedSettings)
{
ApplicationArea = Basic, Suite;
Caption = 'Advanced Settings';
Image = Setup;
ToolTip = 'Opens advanced settings for configuring payment application matching.';
RunObject = page "Payment Application Settings";
RunPageOnRec = false;
}
}
area(Promoted)
{
group(Category_Process)
{
Caption = 'Process';
actionref(RestoreDefaultRules_Promoted; RestoreDefaultRules)
{
}
actionref(AdvancedSettings_Promoted; AdvancedSettings)
{
}
}
}
}
trigger OnOpenPage()
var
BankPmtApplSettings: Record "Bank Pmt. Appl. Settings";
begin
Rec.SetCurrentKey(Score);
Rec.Ascending(false);
BankPmtApplSettings.GetOrInsert();
ApplyAutomaticallyVisible := BankPmtApplSettings."Enable Apply Immediatelly";
end;
var
ResetToDefaultsQst: Label 'All current payment application rules will be deleted and replaced with the default payment application rules.\\Do you want to continue?';
ApplyAutomaticallyVisible: Boolean;
}