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IFS Credit Card Interface-Error when creating offset transaction

  • October 22, 2024
  • 7 replies
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Sidekick (Partner)
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Hi Team,

We are currently testing the IFS Credit Card Interface and encountered an error while posting a customer credit card-connected invoice.

 

According to the IFS user guide, an offset transaction should be created when the invoice is posted.

 

 

However, when posting the invoice, a background job is created with the description 'Create Offset Payment Transaction,' but it goes into a warning state with the error: 'ORA-20105: Payment.NOTRANS: Payment does not contain any transactions. Occurred when applying payment CUPOA 5 for Invoice 970000006. Offset unsuccessful.

 

As a result, no offset transaction is created, and the CUPOA is matched with the customer check that was created at the time of delivery. Kindly help me figure out how to get the offset created in the system.

Thank you.

 

Best Regards,

prabha

Best answer by Thomas Peterson

Hi,

The issue is probably due to the timing of the background job for the offset and the printing of the invoice flowing to posted authorized. 

For the offset to be successful, the invoice must be posted authorized before the offset. 

At one time, we needed the invoice process to be create, and print (no stops) for the offset to be successful.   In your example, you have a stop, where the invoice is created, then later printed.   That can cause problems for the automatic offset.   I don’t recall if we changed that.  Just to be safe, please remove the stop in the order flow. 

In the posting, it was noted that the CUPOA is created. That would imply that the payment methods are set up (correctly).   Make sure you have a customer check payment with check number and text related to the credit card transaction. I assume it does. 

My suggestion is - for testing, don’t have order stops at the invoice creation.  Test that.  

If that still fails, then you need to test again as a user who has full security and user group access for customer payments including offset.   For example, assume user X is a person who does cash application - all things work. Process the delivery / customer order as user X again, making sure you have no stops on the customer order where the invoice needs printing. 

The offset should work / will work.  

Best regards

Thomas

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7 replies

T
Superhero (Employee)
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  • Thomas Peterson
  • Superhero (Employee)
  • 1020 replies
  • October 22, 2024

Hi, 

To make the offset as successful as possible, the customer order flow should create and print the invoice.   The offset requires a posted authorized invoice.  

Other issues may occur if the user does not have access to the customer payment voucher type (believe B). 

Based on the error message it looks like the invoice was not in posted authorized state. (can’t find the invoice for the offset).   Please test again and verify invoice status. 

Best regards, 

Thomas

P
Sidekick (Partner)
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  • prabha.ruberu
  • Author
  • Sidekick (Partner)
  • 16 replies
  • October 22, 2024

Hi @Thomas Peterson - The customer invoice is in PostedAuth state.I get the error when i print the invoice (so the invoice is in preliminary state at that point) and when i print the invoice it will goes to postedauth state but the background job will stopped with the error mentioned above.

 

T
Superhero (Employee)
Forum|alt.badge.img+19
  • Thomas Peterson
  • Superhero (Employee)
  • 1020 replies
  • Answer
  • October 22, 2024

Hi,

The issue is probably due to the timing of the background job for the offset and the printing of the invoice flowing to posted authorized. 

For the offset to be successful, the invoice must be posted authorized before the offset. 

At one time, we needed the invoice process to be create, and print (no stops) for the offset to be successful.   In your example, you have a stop, where the invoice is created, then later printed.   That can cause problems for the automatic offset.   I don’t recall if we changed that.  Just to be safe, please remove the stop in the order flow. 

In the posting, it was noted that the CUPOA is created. That would imply that the payment methods are set up (correctly).   Make sure you have a customer check payment with check number and text related to the credit card transaction. I assume it does. 

My suggestion is - for testing, don’t have order stops at the invoice creation.  Test that.  

If that still fails, then you need to test again as a user who has full security and user group access for customer payments including offset.   For example, assume user X is a person who does cash application - all things work. Process the delivery / customer order as user X again, making sure you have no stops on the customer order where the invoice needs printing. 

The offset should work / will work.  

Best regards

Thomas

P
Sidekick (Partner)
Forum|alt.badge.img+4
  • prabha.ruberu
  • Author
  • Sidekick (Partner)
  • 16 replies
  • October 25, 2024

@Thomas Peterson - 

Thank you so much for your input, but I am still encountering this error even after automating the invoice creation and printing process. My user has full access to offsets, and I can perform it manually without any issues, so I’m not sure what went wrong with the offsetting in 

Application service update: 24.1.3

Framework service update: 24.1.4

Additionally, is there any way to charge a credit card for advance customer invoices? For instance, if I create a credit card-connected customer order and generate an advance invoice from it, how can I charge the advance invoice from the customer’s credit card?Appreciate the help inadvance.

 

Thank You

 

Best Regards,

Prabha

T
Superhero (Employee)
Forum|alt.badge.img+19
  • Thomas Peterson
  • Superhero (Employee)
  • 1020 replies
  • November 1, 2024

If your 100% certain, all is set up as described, log a call center case. 

 

As for the advance invoice - the credit card interface was not designed for the management and handling of customer orders with advance invoice. 

However, the credit card interface may include a credit card payment process.   Look for a screen relating to credit card payments.  I don’t believe we blocked the ability to apply credit card payments based on type of invoice. In other words, it should probably work to create a CC payment on the advance invoice.  I’m pretty sure the credit card documentation includes this screen.   I tested when it was developed and am fairly (somewhat) certain the documentation was updated.   The screen / process is very similar to the old manual customer payment screen. Only this screen is for the credit card payments. 

Best regards, 

Thomas

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    prabha.ruberu
P
Sidekick (Partner)
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  • prabha.ruberu
  • Author
  • Sidekick (Partner)
  • 16 replies
  • November 1, 2024

@Thomas Peterson -I appreciate all your responses

 

P
Sidekick (Partner)
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  • prabha.ruberu
  • Author
  • Sidekick (Partner)
  • 16 replies
  • November 14, 2024

The was reported to IFS and identified as a bug .

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