Page 981 Payment Registration, source in 29
Source29
src/Layers/W1/BaseApp/Bank/Payment/PaymentRegistration.Page.al491 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.Payment;
using Microsoft.Sales.Customer;
using Microsoft.Sales.FinanceCharge;
/// <summary>
/// Page 981 "Payment Registration" provides a worksheet interface for registering customer payments.
/// This page allows users to quickly record received payments against outstanding customer documents,
/// with features for automatic posting and balance account setup.
/// </summary>
/// <remarks>
/// Source table: Payment Registration Buffer (temporary). Used for rapid payment entry and posting
/// with integrated customer lookup and payment validation.
/// </remarks>
page 981 "Payment Registration"
{
ApplicationArea = Basic, Suite;
Caption = 'Register Customer Payments';
DataCaptionExpression = BalAccCaption;
DeleteAllowed = false;
InsertAllowed = false;
LinksAllowed = false;
PageType = Worksheet;
AboutTitle = 'About Register Customer Payments';
AboutText = 'Register and post customer payments against sales documents, track received amounts and dates, and update customer, general ledger, and bank ledger entries for full or partial payments.';
SourceTable = "Payment Registration Buffer";
SourceTableTemporary = true;
UsageCategory = Tasks;
AdditionalSearchTerms = 'Payment Registration, Receive Customer Payments';
layout
{
area(content)
{
repeater(Control2)
{
ShowCaption = false;
field("Source No."; Rec."Source No.")
{
ApplicationArea = Basic, Suite;
Editable = false;
Visible = false;
}
field(Name; Rec.Name)
{
ApplicationArea = Basic, Suite;
DrillDown = true;
Editable = false;
trigger OnDrillDown()
var
Customer: Record Customer;
begin
Customer.Get(Rec."Source No.");
PAGE.Run(PAGE::"Customer Card", Customer);
end;
}
field("Document No."; Rec."Document No.")
{
ApplicationArea = Basic, Suite;
Editable = false;
Visible = false;
trigger OnDrillDown()
begin
Rec.Navigate();
end;
}
field("Document Type"; Rec."Document Type")
{
ApplicationArea = Basic, Suite;
Editable = false;
Visible = false;
}
field(Description; Rec.Description)
{
ApplicationArea = Basic, Suite;
Editable = false;
}
field("Due Date"; Rec."Due Date")
{
ApplicationArea = Basic, Suite;
Editable = false;
StyleExpr = DueDateStyle;
}
field("Remaining Amount"; Rec."Remaining Amount")
{
ApplicationArea = Basic, Suite;
Editable = false;
StyleExpr = PmtDiscStyle;
}
field("Payment Made"; Rec."Payment Made")
{
ApplicationArea = Basic, Suite;
trigger OnValidate()
begin
SetUserInteractions();
end;
}
field("Date Received"; Rec."Date Received")
{
ApplicationArea = Basic, Suite;
StyleExpr = DueDateStyle;
trigger OnValidate()
begin
SetUserInteractions();
end;
}
field("Amount Received"; Rec."Amount Received")
{
ApplicationArea = Basic, Suite;
trigger OnValidate()
begin
SetUserInteractions();
end;
}
field("Pmt. Discount Date"; Rec."Pmt. Discount Date")
{
ApplicationArea = Basic, Suite;
AutoFormatType = 1;
StyleExpr = PmtDiscStyle;
Visible = false;
trigger OnValidate()
begin
SetUserInteractions();
end;
}
field("Rem. Amt. after Discount"; Rec."Rem. Amt. after Discount")
{
ApplicationArea = Basic, Suite;
Caption = 'Rem Amount Incl. Discount';
Editable = false;
Visible = false;
}
field(ExternalDocumentNo; Rec."External Document No.")
{
ApplicationArea = Basic, Suite;
Caption = 'External Document No.';
}
}
grid("Bal. Account Details")
{
Caption = 'Bal. Account Details';
field(PostedBalance; PostedBalance)
{
ApplicationArea = Basic, Suite;
AutoFormatType = 1;
AutoFormatExpression = '';
Caption = 'Posted Balance';
Editable = false;
ToolTip = 'Specifies the balance of payments posted to the balancing account that is being used in the Payment Registration window.';
}
field(UnpostedBalance; UnpostedBalance)
{
ApplicationArea = Basic, Suite;
AutoFormatType = 1;
AutoFormatExpression = '';
Caption = 'Unposted Balance';
Editable = false;
ToolTip = 'Specifies the amount that exists on unposted journal lines with the same balancing account as the one used in the Payment Registration window.';
}
field(TotalBalance; TotalBalance)
{
ApplicationArea = Basic, Suite;
AutoFormatType = 1;
AutoFormatExpression = '';
Caption = 'Total Balance';
Editable = false;
Importance = Promoted;
ToolTip = 'Specifies the sum of posted amounts and unposted journal line amounts for the balancing account that is being used on the Payment Registration page. The value in this field is the sum of values in the Posted Balance and the Unposted Balance fields.';
}
}
group(Control27)
{
ShowCaption = false;
Visible = Warning <> '';
fixed(Control26)
{
ShowCaption = false;
group(Control24)
{
ShowCaption = false;
field(Warning; Warning)
{
ApplicationArea = Basic, Suite;
Editable = false;
Style = Unfavorable;
StyleExpr = true;
ToolTip = 'Specifies a warning about the payment, such as past due date.';
}
}
}
}
}
}
actions
{
area(navigation)
{
group("Related Information")
{
Caption = 'Related Information';
Image = Navigate;
action(Navigate)
{
ApplicationArea = Basic, Suite;
Caption = 'Find entries...';
Image = Navigate;
Scope = Repeater;
ShortCutKey = 'Ctrl+Alt+Q';
ToolTip = 'Find entries and documents that exist for the document number and posting date on the selected document. (Formerly this action was named Navigate.)';
trigger OnAction()
begin
Rec.Navigate();
end;
}
action(Details)
{
ApplicationArea = Basic, Suite;
Caption = 'Details';
Image = ViewDetails;
Scope = Repeater;
ToolTip = 'View additional information about the document on the selected line and link to the related customer card.';
trigger OnAction()
begin
PAGE.RunModal(PAGE::"Payment Registration Details", Rec);
end;
}
}
group(Search)
{
Caption = 'Search';
action(SearchCustomer)
{
ApplicationArea = Basic, Suite;
Caption = 'Search Customers';
Image = Navigate;
RunObject = Page "Customer List";
ToolTip = 'Open the list of customers, for example, to check for missing payments from a specific customer.';
}
action(SearchDocument)
{
ApplicationArea = Basic, Suite;
Caption = 'Search Documents';
Image = Navigate;
RunObject = Page "Document Search";
ToolTip = 'Find documents that are not fully invoiced, for example, to post an invoice so that the received payment can be processed.';
}
}
}
area(processing)
{
group(Post)
{
Caption = 'Post';
Image = Post;
action(PostPayments)
{
ApplicationArea = Basic, Suite;
Caption = 'Post Payments';
Image = PostOrder;
ShortCutKey = 'F9';
ToolTip = 'Post payment of amounts on the lines where the Payment Made check box is selected.';
trigger OnAction()
begin
PaymentRegistrationMgt.ConfirmPost(Rec);
end;
}
action(PostAsLump)
{
ApplicationArea = Basic, Suite;
Caption = 'Post as Lump Payment';
Image = PostBatch;
ToolTip = 'Post payment as a lump sum of amounts on lines where the Payment Made check box is selected.';
trigger OnAction()
begin
PaymentRegistrationMgt.ConfirmPostLumpPayment(Rec);
end;
}
action(PreviewPayments)
{
ApplicationArea = Basic, Suite;
Caption = 'Preview Posting Payments';
Image = ViewPostedOrder;
ToolTip = 'Review the different types of entries that will be created when you post the document or journal. When you perform the actual posting, you may be asked how to post payment tolerance entries. The posting preview assumes the default option: that each payment tolerance is posted as one entry.';
trigger OnAction()
var
PaymentRegistrationMgt: Codeunit "Payment Registration Mgt.";
begin
PaymentRegistrationMgt.Preview(Rec, false);
end;
}
action(PreviewLump)
{
ApplicationArea = Basic, Suite;
Caption = 'Preview Posting Payments as Lump';
Image = ViewPostedOrder;
ToolTip = 'Review the different types of entries that will be created when you post the document or journal as a lump sum of amounts. When you perform the actual posting, you may be asked how to post payment tolerance entries. The posting preview assumes the default option: that each payment tolerance is posted as one entry.';
trigger OnAction()
var
PaymentRegistrationMgt: Codeunit "Payment Registration Mgt.";
begin
PaymentRegistrationMgt.Preview(Rec, true);
end;
}
}
group("New Documents")
{
Caption = 'New Documents';
action(OpenGenJnl)
{
ApplicationArea = Basic, Suite;
Caption = 'General Journal';
Image = GLRegisters;
ToolTip = 'Open the general journal, for example, to record or post a payment that has no related document.';
trigger OnAction()
begin
PaymentRegistrationMgt.OpenGenJnl();
end;
}
action(FinanceChargeMemo)
{
ApplicationArea = Suite;
Caption = 'Finance Charge Memo';
Image = FinChargeMemo;
RunObject = Page "Finance Charge Memo";
RunPageLink = "Customer No." = field("Source No.");
RunPageMode = Create;
Scope = Repeater;
ToolTip = 'Create a finance charge memo for the customer on the selected line, for example, to issue a finance charge for late payment.';
}
}
group(Action36)
{
Caption = 'Setup';
Image = Setup;
action(Setup)
{
ApplicationArea = Basic, Suite;
Caption = 'Setup';
Image = Setup;
ToolTip = 'Adjust how payments are posted and which balancing account to use.';
trigger OnAction()
begin
if PAGE.RunModal(PAGE::"Payment Registration Setup") = ACTION::LookupOK then
FormatPageCaption();
end;
}
}
}
area(Promoted)
{
group(Category_Process)
{
Caption = 'Process', Comment = 'Generated from the PromotedActionCategories property index 1.';
group(Category_New)
{
Caption = 'New', Comment = 'Generated from the PromotedActionCategories property index 0.';
actionref(FinanceChargeMemo_Promoted; FinanceChargeMemo)
{
}
}
group(Category_Category4)
{
Caption = 'Posting', Comment = 'Generated from the PromotedActionCategories property index 3.';
ShowAs = SplitButton;
actionref(PostPayments_Promoted; PostPayments)
{
}
actionref(PostAsLump_Promoted; PostAsLump)
{
}
actionref(PreviewPayments_Promoted; PreviewPayments)
{
}
actionref(PreviewLump_Promoted; PreviewLump)
{
}
}
actionref(Setup_Promoted; Setup)
{
}
actionref(Navigate_Promoted; Navigate)
{
}
actionref(Details_Promoted; Details)
{
}
}
group(Category_Category6)
{
Caption = 'Search', Comment = 'Generated from the PromotedActionCategories property index 5.';
actionref(SearchCustomer_Promoted; SearchCustomer)
{
}
actionref(SearchDocument_Promoted; SearchDocument)
{
}
}
group(Category_Category7)
{
Caption = 'Setup', Comment = 'Generated from the PromotedActionCategories property index 6.';
}
group(Category_Category8)
{
Caption = 'Line', Comment = 'Generated from the PromotedActionCategories property index 7.';
}
group(Category_Category5)
{
Caption = 'Navigate', Comment = 'Generated from the PromotedActionCategories property index 4.';
}
group(Category_Report)
{
Caption = 'Report', Comment = 'Generated from the PromotedActionCategories property index 2.';
}
}
}
trigger OnAfterGetRecord()
begin
SetUserInteractions();
end;
trigger OnFindRecord(Which: Text): Boolean
begin
Rec.Reload();
PaymentRegistrationMgt.CalculateBalance(PostedBalance, UnpostedBalance);
TotalBalance := PostedBalance + UnpostedBalance;
exit(Rec.Find(Which));
end;
trigger OnOpenPage()
begin
PaymentRegistrationMgt.RunSetup();
FormatPageCaption();
end;
trigger OnQueryClosePage(CloseAction: Action): Boolean
begin
exit(PaymentRegistrationMgt.ConfirmClose(Rec));
end;
var
PaymentRegistrationMgt: Codeunit "Payment Registration Mgt.";
BalAccCaption: Text;
PmtDiscStyle: Text;
DueDateStyle: Text;
Warning: Text;
PostedBalance: Decimal;
UnpostedBalance: Decimal;
TotalBalance: Decimal;
local procedure FormatPageCaption()
var
PaymentRegistrationSetup: Record "Payment Registration Setup";
begin
PaymentRegistrationSetup.Get(UserId);
BalAccCaption := Format(PaymentRegistrationSetup."Bal. Account Type") + ' - ' + PaymentRegistrationSetup."Bal. Account No.";
end;
local procedure SetUserInteractions()
begin
PmtDiscStyle := Rec.GetPmtDiscStyle();
DueDateStyle := Rec.GetDueDateStyle();
Warning := Rec.GetWarning();
end;
}