Transaction Export to Factor

Issue No: CF-2092
Created 12/13/2018 3:13:13 PM
Type Gap
Priority Major
Status Closed
Resolution Fixed
Fixed Version 19.1
Description * Objective ** Integrate with Factor to automate sending Card Fueling Transaction data *** This functionality existed and was used by multiple AFS customers. * Requirements ** Add Config to CF Company Configuration *** Drop Down Export Transactions to Third Party: **** Options ***** None ***** Factor **** Default Option = None **** Set During conversion. ** Add Fields to CF Tran Table for Export Status *** ysnExportedThirdParty *** dtmExportedThirdPartyDate *** intExportedThirdPartyUser *** Add all Fields to Posted Tran grid, but they should be hidden by default. ** If Company Configuration - Export Transactions to Third Party <> None *** Display "Export to Third Party" Button to Posted Tran Tab ** New Screen Export Transactions to Third Party *** Criteria **** Posted Date Range **** Include Previously Exported Transaction ***** Default to No ***** If Yes = then include all transactions for the Posted Date Range ***** If No = then include transactions for the Posted Date Range and where ysnExportedThirdParty=0 *** Click Generate Button **** When Format = Factor ***** Produce Transaction File in Factor Format ****** See linked Page for Format Mapping **** After Export is Completed ***** Mark Transactions as Exported and update: ****** ysnExportedThirdParty = 1 ****** dtmExportedThirdPartyDate = Current System Date ****** intExportedThirdPartyUser = Current System User *** Create File Name: FactorTranExport + date-timestamp.csv