BusinessLineImport

This component allows you to import business transactions information (for example, sales orders and purchase orders), from external applications and generate the required ledger postings.

It uses the existing Order Fulfilment Ledger Interface structures and processes.

Note: Ledger Interface Definitions for Business Line Import can be created and maintained using the SunSystems LedgerInterface component.

Methods

Create
Driver Type: SASI
Use this method to import business transaction lines from an external application into a temporary store within the SunSystems database, ready for posting at a later date.
Note: This method does not generate the postings. If you wish to generate postings then use the Post method, or the CreateAndPost method. The Create method allows you to import transaction lines without the need to generate postings at the same time. Posting these lines to the ledger can be run when system activity is low.
CreateAndPost
Driver Type: SASI
Use this method to import business transaction lines and generate the postings to the ledger. The method uses the transaction lines held on the temporary store, and generates a batch Id.
If you wish to import transaction lines from an external application and generate the ledger postings at the same time, use the CreateAndPost method.
Post
Driver Type: SASI
This method generates the postings to the ledger. The data must have been created previously, for example, via the Create method. An existing batch Id must be specified in the payload.
Query
Driver Type: Export
You can use this method to obtain details of transaction lines from the temporary store in the SunSystems database or to extract transaction line data.

Mandatory fields

When creating transaction lines, the following must be supplied:

  • Ledger Interface Definition Code - payload element <LedgerInterfaceDefnCode>
  • External System Source Code - payload element <SystemSourceCode>
  • Entry Date - payload element <EntryDate>
  • Entry Period - payload element <EntryPeriod>

When posting transaction lines that are already in the temporary store, the following must be supplied:

  • Business Line Batch Id - payload element <BusinessLineBatchId>
  • Ledger Interface Definition Code - payload element <LedgerInterfaceDefnCode>
  • External System Source Code - payload element <SystemSourceCode>
  • Entry Date - payload element <EntryDate>
  • Entry Period - payload element <EntryPeriod>
  • Business Line Detail Id - payload element <BusinessLineDetailId>
Note: At runtime the component validates the payload contents to ensure that the values supplied are correct. Various combinations of values may require other elements in the payload to be specified before the payload can be processed successfully.
Note: The Ledger Interface Definition Code is used to determine the ledger posting option values that are used to post transaction lines to the ledgers. We recommend that you check that these option values have been set correctly before running payloads using the Post method.

Related data

  • LedgerInterface