Skip to content
+1-888-319-3663

COMMUNITY FORUM

Issue with SOP and applying payments

Brandon asked 2 years ago
Hello, (sorry for the formatting, I copied and pasted from Notepad++
I am running into an issue with the SOP Group and SO Node Type.
I have an excel spreadsheet with invoice information and payment information.  
The invoice aspect works great.
The issue I am having problems with is the create payment map.
Example – (shortened version to show some fields for create payment.  Real spreadsheet is much larger)
Cust PayAmount     Paydate AuthCode
1 10.00         04/01/2019         ABC1
1 15.00 04/01/2019 ABC1
1 10.00 04/01/2019 ABC1
2 20.00 04/02/2019 CDE1
2 15.00 04/03/2019 CDE2
3 20.00 04/05/2019          FGH1
3 20.00         04/06/2019 FGH1
3 20.00 04/07/2019 FGH2
3 35.00         04/08/2019        FGH2
Notice customer 1 has the same authcode.  These apply to the invoice perfectly, creating one payment entry and summing the amount.  
Customer 2 will create a single payment, for either CDE1 or CDE2, but not both.
Customer 3 will create 2 payments, grouping and summing FGH1, but will not do the same for FGH2.
What I am expecting smartconnect to do is group these on customer, then on authcode, which is what my mapping looks like.  
So customer 2 should have 2 payments, a 20.00 and a 15 dollar.  Customer 3 should have 2 payments, one for 40 dollars, and 1 for 55 dollars.
I cannot understand why it is not being created this way for customers 2 and 3. 
The very odd thing, when I output to GP FILE, it looks great.  For customer 2, XML code would have 2 payments in it, 1 for each amount.  
Below is a slightly modified example of the XML output.  In this case, it is sending 1 record for each payment correctly, however it is not doing it when I output to Great Plains.
-<taCreateSopPaymentInsertRecord_Items>
-<taCreateSopPaymentInsertRecord>
<CUSTNMBR>2</CUSTNMBR>
<CHEKNMBR>CDE1</CHEKNMBR>
<SOPTYPE>3</SOPTYPE>
<PYMTTYPE>5</PYMTTYPE>
<CHEKBKID>My Bank</CHEKBKID>
<DOCAMNT>20.00</DOCAMNT>
<DOCDATE>2019-4-02</DOCDATE>
<SOPNUMBE>InvoiceNumber</SOPNUMBE>
<DOCNUMBR>PYMT2794196</DOCNUMBR>
</taCreateSopPaymentInsertRecord>
-<taCreateSopPaymentInsertRecord>
<CUSTNMBR>2</CUSTNMBR>
<CHEKNMBR>CDE2</CHEKNMBR>
<SOPTYPE>3</SOPTYPE>
<PYMTTYPE>5</PYMTTYPE>
<CHEKBKID>My Bank</CHEKBKID>
<DOCAMNT>15.00</DOCAMNT>
<DOCDATE>2019-4-03</DOCDATE>
<SOPNUMBE>InvoiceNumber</SOPNUMBE>
<DOCNUMBR>PYMT2794196</DOCNUMBR>
</taCreateSopPaymentInsertRecord>
</taCreateSopPaymentInsertRecord_Items
 
My keyfield for the overall map is the CUST.  On my create payment map, I am grouping on CUST and AUTHCODE, and changed the payamount function to SUM.  
I have switched around my groupings, change my keyfields, nothing I do will get it to work. 
I’m hoping someone has some insight.  
Please let me know if I can answer any other clarifying questions.
Thank you.
Brandon
Answers
Patrick Roth Staff answered 2 years ago
Hard to say without trying this but I think it ought to work.
I would guess your issue is the payment number is the same for both payments – PYMT2794196.  The first one goes in and then the 2nd one either modifies the first one or else is (silently or not so silently) failing. 

If you would like to submit an answer or comment, please sign in to the eOne portal.