Issue
With the ability to authorise invoices turned ON, if you authorise a payment transaction it doesn't show this record in the allocation screen.
Replication method
1. Turn on profile AUTHORISECRPAY
2. Open Creditors Screen
3. Open any Creditor that has Payments.
4. Open Transaction Tab
5. Use Actions > Authorise (F8 Key) to Authorise the payment.
6. Use Actions > Allocate
7. RESULT - In the Allocation screen, the payment will not be visible
Workaround
Apply workaround trigger to CR_TRANS table
SQL trigger code for CR_TRANS Authorisation blocking allocation.
CREATE TRIGGER [dbo].[X_CR_TRANS_UNAUTHORISER]
ON [dbo].[CR_TRANS]
FOR UPDATE
-- Author: Will Howard, Exo Business Support
-- Purpose: Provide workaround for CE00013497 (Allocations screen can't retrieve Payments that are Authorised).
-- Method: Because only Invoices ever need authorisation, this trigger just forces all other transaction types to keep their AUTHORISED flag as N.
AS BEGIN
-- SET NOCOUNT ON added to prevent extra result sets from
-- interfering with SELECT statements.
SET NOCOUNT ON;
IF TRIGGER_NESTLEVEL( ( SELECT object_id FROM sys.triggers WHERE name = 'X_CR_TRANS_UNAUTHORISER' )) > 1 /*this update is not coming from some other trigger*/ RETURN
IF exists (select 1 From inserted where Transtype<>1 AND (AUTHORISED<>'N' OR AUTHORISED IS NULL))
UPDATE C
SET AUTHORISED='N'
FROM CR_TRANS AS C
INNER JOIN inserted as i on i.seqno=c.seqno
where (i.transtype<>1 AND i.authorised<>'N') OR i.authorised IS NULL
END
Resolution
Attached to Problem ticket EXB-5877 for resolution in a future release.
