Virtual Trigger VT1268
Create and Post Bank Transactions for RM Entry
Description of Need:
The Church of ACME has a customization that ties to their Parish website which shows the AR amount and Bank information. If they do an NSF of Void for a returned cash receipt in Dynamics GP, GP removes it from Bank Rec, which causes it to not also be removed from the Parish website.
The work around they have developed is to create a Receivables Debit Memo, post it, and then create a “Decrease” Bank Transaction for the same amount. They would like to have the Bank Transaction be created and posted automatically when the Debit Memo is posted. This will be done using WilloWare’s Consulting Toolkit- Virtual Triggers module.
On the Debit Memo, they will enter a “Sales Territory” that matches a Checkbook ID (a Sales Territory ID will be created that exactly matches Checkbook IDs). Other field map as shown below:
A Credit Memo should be handled in a similar manner, but create an “Increase Adjustment” as shown below:
Description of Solution:
A Scriptlet will be created in WilloWare’s Virtual Triggers module that creates and posts a Decrease Bank Transaction for each Debit Memo posted. Debit Memos can be posted one at a time from the Receivables Transaction window, or in a Batch containing one or more Debit Memos.
The Scriptlet will only create Bank Transactions for Debit Memos and Credit Memos. Any other type of Receivables Transaction will NOT cause the Scriptlet to run.
This Virtual Trigger Scriptlet requires the purchase of WilloWare’s Consulting Toolkit Virtual Triggers module.
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