Open Forum

Expand all | Collapse all

EFT Payments and Integration Manager

  • 1.  EFT Payments and Integration Manager

    Posted 22 days ago
    ​​I import a batch of EFT payments received using Integration Manager.  I do not see how to configure the mapping in IM so the EFT checkbox in the Receivables Cheque Entry window is checked.  Does anyone know how to get around this so I do not have to manually mark the EFT checkbox for each transaction?

    Thank you!



    ------------------------------
    Krista Foster
    Saint John Port Authority
    Saint John NB
    ------------------------------


  • 2.  RE: EFT Payments and Integration Manager

    TOP CONTRIBUTOR
    Posted 20 days ago
    ​Hi Krista,

    I would suggest using Integration Manager scripts. I would capture the batch ID in the Before Integration, and use it to run a script to update the records in SQL in an After Integration script. This will allow you to run the integration and update the flag, after it completes.


    ------------------------------
    Mark Wiley
    Dynamics Credentialed Professional
    Senior Consultant
    DXC Technology
    Akron, OH
    ------------------------------



  • 3.  RE: EFT Payments and Integration Manager

    TOP CONTRIBUTOR
    Posted 20 days ago
    @Krista Foster We had this same issue. I was told by my partner there is no standard mapping in Integration Manager to do this. Instead, they created a script for the integration that does it. See the screen shot for the script (not sure if this is universal for all installs of GP or specific to us). ​It's a script added at the integration level (if you right click the integration name and go to Properties, you'll see the below window. Then click the Scripts tab). You could either take a stab at this yourself (and test in a test environment) or have your partner assist. 


    ------------------------------
    Tiffany Ziegler
    Vice President & Controller
    Velcor Leasing Corporation
    Madison WI
    ------------------------------



  • 4.  RE: EFT Payments and Integration Manager

    Posted 16 days ago
    ​Thank you both for your feedback.  I will give this a try!

    ------------------------------
    Krista Foster
    Saint John Port Authority
    Saint John NB
    ------------------------------