Advanced charge setups

To create an advanced external charge, you use the fields under External Charge Interfaces while defining the external charge. These fields specify how Infor Public Sector will exchange information about the charge with an external system.

  • The Search Page field specifies a detail page that will be used to search for charges in the external system. This page is displayed in the Cash Register when a cashier adds a charge of this type.
  • The Conversion Formula field specifies a formula that formats charge data for display in the Cash Register, and that populates data in the EXTERNALCHARGE table.
  • The Payment Formula field specifies a formula that sends payment data to the external system when a payment is made.
  • The Reversal Formula field specifies a formula that sends data to the external system when a payment is reversed.

When you create an advanced external charge, do not specify a charge amount, and do not select any of the check boxes under Allowable Tender. This information will be imported from the external system.

Search page

When you create your search page, you must first create an agency table and business object to capture data from the external system. We recommend that you use the same name as the table in the external system from which you want to pull the data, and that you use the same column names for the specific columns that you want to include.

The data in the agency table supplements the charge information in the EXTERNALCHARGE table. When you add your agency table, the system automatically adds an EXTERNALCHARGEKEY column with a foreign key constraint linking it to the EXTERNALCHARGE table. Do not alter this column in any way.

The search page should include search fields and a results grid, like the lookups that are displayed throughout Infor Public Sector. The page must have only one results grid and it must be outside of the group that contains the search fields.

The grid should include columns for the external charge key and for any other fields from your agency table that you want to include. Specify these properties for the external charge key column:

  • ID: gcECKEY
  • DisplayName: ExternalChargeKey
  • HideAlways: True
  • Bind: [AgencyBusinessObject].ExternalChargeKey.ExternalChargeKey
  • Moniker: Specify the moniker of the agency business object.
  • SortMethod: Provider
  • DataType: Int
  • Format: Integer

For the other columns in the grid, set the HideAlways property to False and ensure that the DataType and Format properties match the property that the column is bound to.

Transferring charge data

Finally, you must transfer charge data from the external database into the EXTERNALCHARGE table and the agency-defined table. The import can be done in various different ways, such as a database trigger or Web Services.