Company: Link Technologies
Case No: L12873. Project: 14.70: LinkSOFT Version 14.70 - May 2023
Logged By: Vineshwar Prasad (Edge Business Solutions) on behalf of Sanjay (Link Technologies) on 06 Apr 2023 11:29AM
Priority: Medium
Product: FMIS (Jiwa/Epicor/etc)
Group: Change Request
Time Taken: 12.00 (Weight: 14.00)
Assigned To: Development
Circulation: Development, Sanjay, Vineshwar Prasad
Resolve By: Friday, 28 April 2023 10:01 AM [382 days since logged date]
Status: Closed
Subject: Credit Note Integrated from MYOB to LinkSOFT Fail to sign into TIMS as the Reference Number is missing
Credit notes from MYOB are missing the Reference Number. This is causing VMS to fail.

MYOB API shows the "Applied To Invoice Number" in the "Journal Memo" only when the credit memo is applied to a single Invoice.

Another API called "Credit Settlement" contains the Credit Note" to "Invoice" mapping. However, FRCS allows only 1 Reference number per Credit Note.

** REFERENCE NUMBER is the Credit Note  "Applied To Invoice Number"

To resolve this issue we need to make the following changes:

  1. Use the "Journal Memo" to extract the "Applied To Invoice Number"
  2. If the "Journal Memo" does not have a valid "Invoice Number", VMS will fail and the user will need to allocate the REFERENCE NUMBER manually.
Audit Notes:Edited by sanjay on 19/04/23 15:43. Edited by sanjay on 18/04/23 11:38. Edited by sanjay on 12/04/23 10:01. Edited by sanjay on 06/04/23 11:29. 
06 Apr 202311:22AM Comment 1 by Sanjay (Link Technologies) Case L12873 added to project 14.70
12 Apr 202310:07AM Comment 2 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 28-04-2023 10:01 AM Time Taken: 4.00 Notes: ETC extended from: 05/04/2023 to 28/04/2023

Teams session with Vineshwar. Discussion Notes:

  1. The "Reference Number" is used by VMS to denote the "Invoice Number" that the "Credit Note" is applied to.
  2. MYOB API for Credit Notes does not contain the "Applied To Number". Therefore we cannot automatically populate the "reference Number". We believe this is because MYOB allows Multiple Invoices to a Credit Note.
  3. MYOB has a "Credit Settlement" API that can be used to extract the "Applied To" Invoice Number

The workaround is to Manually update the "Reference Number" for Credit Notes for versions 14.60 and older.

In version 14.70, we will add an API call that will extract "Credit Settlements" and update the credit note "Reference Number"

Important Note: VMS does not allow Multiple Reference Numbers to a credit note, therefore MYOB Credits will need to be restricted to One Credit Note per Invoice.

18 Apr 202310:58AM Comment 3 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 20-04-2023 10:38 AM Time Taken: 8.00

Hi guys, I have checked the Credit Settlement process and this already exists in the MYOB Integration.

To enable this integration, you need to enable  "MYOBAccountRightV2.API ~> AccountsReceivableTransaction ~> SaleCreditSettlement".

When this integration is enabled, the API will pull Credit Note Allocations and update the invoice with the "Reference number"

If you have any queries regarding this support incident, please email and include the Case No: L12873 in the subject line of all emails regarding this issue.

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