What's new in version 2.2.35181.0

Aptean Pay  •  Release Note  •  4/6/2023  •  3 min

Features

Service order and invoice accommodation

Now, all the functionalities developed for the Sales Order/Invoice are available for the Service Order. Posting a service document will result in an entry at Aptean Pay Requests Queue Page.

Prepayment invoice accommodation

Now, it is ensured that posting the Prepayment Invoices will end up in Aptean Pay Request Queue. The user can perform all the actions available such as Send to Aptean Pay, Capture Payments, Close Payment Requests, and Delete in the Aptean Pay Requests Queue page.

Edit reason for close Payment Request

A new field Close Reason is added in the Aptean Pay Requests Queue page, where you can specify the reason for closing the Payment Requests before closing the Payment Request. The Close Payment Request field can be made editable by selecting the Edit List option.It is an optional field and if it is left unfilled, the default message “Closed from Business Central” will be shown.

Email flexibility

  • An improvement is made such that the Email id of the customers in the Aptean Pay Request Queue Page will also be taken from the Sell to Email field of the Posted Sales Invoice page if it is not available in the Document Layout page. Further, if the email id is not available in the Posted Sales Invoice page, it will be taken from the Email ID field in the Address and Contact tab of the Customer Card page. Previously, the email id was taken from the Document Layout page and if it was not available, it would be taken from the Customer Card page.
  • Now, the user has the flexibility to edit the Email ID in the Aptean Pay Request page by selecting the Edit List option even after posting the Invoices.

Pre-Authorization of Payment Method at time of order

Pre-Authorization of Payment Method defines as authorizing or holding a specific amount on a payment method from the customers’ credit card such that the amount cannot be used by the customer and can be retained later. Using this feature, the user has the flexibility to reverse the amount even before posting a Sales Order and the amount can be captured later.

  • A new feature Pre-Authorization of Payment Method at Time of Order is added such that the user can do the Pre-Authorization of Payment Method before posting the Sales Order. Previously the Pre-Authorization of Payment Method could be done only after posting the Sales Order.
  • A new field Skip Authorization is added in the Sales Order page to specify whether the payment method pre-authorization needs to be skipped or not for the current Sales Order.
  • A new field Pre-Auth Status is added in the Sales Order page to specify the status of Pre-authorization.
  • The Aptean Pay Payment method Id field is made non editable.
  • A new field Apply Payment Method is added in the Aptean Pay tab of the Action menu to allow selection of Aptean Pay Payment Method Id.
  • The Pre-Authorization of Payment Method functionality is made available for both Sales Order and Service Order Invoices. For more information, see Pre-Authorization of Payment Method at Time of Order.
  • The Pre-Payment feature is developed for Sales Order Invoices. For more information, see Pre-Payment in Sales Order Invoices.