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
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