I am testing with “miscellaneous payment entry” and have two questions.
1-Can we avoid entering the payment number at all (not even auto-number)?
2-Can we avoid the message for cheque printing confirmation before posting payment?
Defining a payment method of type “electronic interface” will do the trick and Epicor will not ask for payment number and cheque printing confirmation.
Actually I posted miscellaneous payment with payment method type “in cash” but with this payment method type Epicor is showing cheque printing confirmation message and payment number is mandatory. And I am trying to avoid the printing confirmation message and payment number entry.
So, I used “manual payment instrument” as payment type, it still giving cheque printing confirmation message but do not restrict posting to print the cheque before posting payment. And did a method directive to automatically generate the cheque number.
The error message suggests a wrong EI program selected in the EI definition. Also, for electronic payments, at least 1 additional step is required before posting the payments - Process Payments. There may be additional setup requirements based on the EI selected.
Thanks for your reply @AncaD. Yes the “process payment” step is mandatory before posting in case of electronic interface. But I still want to experiment with it for gathering knowledge.
The settings I used are as shown in the screenshot below. Can you please suggest a “general” program for electronic interface or some pointer on how to setup this. Thanks again
The Generic Payment EI looks fine so should work with Process Payments.
There is still the requirement for the supplier to have bank details entered before selecting it in the payment run.
have fun experimenting!
