Which separate Processes happen when i make a payment with the payment wizard?

[marour]

Hello,

I will make my own PAYMENT WIZARD using SDK to simplify some steps while we use the standard Payment Wizard.

So I was thinking of someone could briefly put all the steps and updates in different Tables that happen when we make a payment with Payment Wizard.

I know that we become at the end an Incoming of outgoing Payments objects that related to an Object from Type Document. Is there any other updates happening on other tables or objects?

[Johan_Hakkesteegt · Accepted solution]

Hi,

The Payment Wizard's main advantage is, that it handles all selected open incoming invoices in one go. What it does, can also be done manually, one invoice at a time.

Easiest way to find out what the Payment Wizard does, is handle one invoice / payment manually. Then use the wizard and during each step, take notes on what information is shown, what choices you can or must make, and what happens, and how all these steps correspond to everything you did when you did the one invoice/payment manually.

When you do it manually, you can turn on System information (View > System information). Hover the mouse cursor over a field, and at the bottom left, the system will show you which table and field are concerned, or whether it is showing a calculated/derived value.

Simplified, the wizard does this:

1. Gets all open incoming invoices (limited by your selection of dates and BPs)
2. Creates payments for these invoices.
3. (optionally) creates a file for upload for online banking (requires an addon).

Regards,

Johan

P.S. Coding such a wizard, is a lot of work. Please consider whether the benefit of the simplifications you have in mind, are really worth it. Think ROI. Perhaps there is a simpler solution than building an addon, or perhaps your expensive time coding, is better used to automate or simplify another more laborious process.