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Settle transactions by using CustTrans::settleTransaction

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Important

Some or all of the functionality noted in this article is available as part of a preview release. The content and the functionality are subject to change. For more information about preview releases, see Service update availability.

CustTrans::settleTransact is obsolete

The settleTransact method on the CustTrans table has been marked as obsolete.

public static boolean settleTransact(
CustTable _custTable,
    LedgerVoucher _ledgerVoucher = null,
    boolean _balancePostingProfile = true,
    SettleDatePrinc _saveDatePrinciple = SettleDatePrinc::DateOfPayment,
    TransDate _saveDate = dateNull()
    ,DimSettlementType_RU _dimSettlementType = DimSettlementType_RU::None
    ,CustTrans _parentCustTrans = null)

What does obsolete mean?

When a method is marked as obsolete, it means the code is no longer required and we plan to eventually remove it from the product. The obsolete method will often recommend an alternative method that can be used. The referencing code will continue to work as expected with the obsolete method. No immediate action is required. But, referencing code should be refactored to use the replacement method.

For more information about obsolete processes, see Deprecation of methods and metadata elements.

Why is it marked as obsolete?

When many settlements are done at the same time for the same customer, database blocking occurs. Database blocking affects performance.

What does the method do?

The settleTransact method settles a set of invoices and payments for a specific customer. Settlement identifies this set of invoices by using the SpecCompany, SpecTableId, and SpecRecId columns of the SpecTrans table. Together, the columns define a settlement context.

The _custTable parameter of the settleTransact method defines the settlement context as the CustTable DataAreaId, TableId, and RecId values. The following example shows two contexts.

SpecCompany SpecTableId SpecRecId Transaction
USMF 7589 22565451428 1
USMF 7589 22565451428 2

Replacement method

The settleTransaction method on the CustTrans table is the replacement method.

public static boolean settleTransaction(
    SpecTransExecutionContext _specTransExecutionContext,
    CustTransSettleTransactionParameters _parameters)

How blocking will be avoided

Every customer settlement will get a unique settlement context. Because each settlement that is done will have a unique context, no transaction will cause blocking. The following example shows two contexts. Each context has a unique SpecRecId value.

SpecCompany SpecTableId SpecRecId Transaction
USMF 7599 68719604825 1
USMF 7599 68719604826 2

Replacement method parameters

The SpecTransExecutionContext class defines a unique settlement execution context. It has two parts. The first part defines the customer or vendor for the settlement. The second part defines the source for the settlement.

  • The newFromSource method takes a customer or vendor and a source. The customer or vendor is always the customer, and the source is always the customer.

    public static SpecTransExecutionContext newFromSource(
    CustVendTable _custVendTable, 
    Common _source = _custVendTable)

  • The parmSpecContext method exposes the settlement context that is generated.

    public Common parmSpecContext()

CustTransSettleTransactionParamters contains the other method parameters. It has a constructor method that initializes the class with default values. An example is LedgerVoucher.

How to use the settleTransaction method

Settlement is done in two parts. First, you mark the invoices and payments for settlement. Then you do the settlement.

Obsolete code example

//Mark for settlement
SpecTransManager specTransManager = SpecTransManager::construct(custTable);

specTransManager.insert(…) //Invoice(s)
specTransManager.insert(…) //Payment(s)

//Settle
CustTrans::settleTransact(recipientCustVendTable);

New code example

//Mark for settlement
SpecTransExecutionContext specTransExecutionContext = SpecTransExecutionContext::newFromSource(custTable);
specTransManager = SpecTransManager::construct(specTransExecutionContext.parmSpecContext());

specTransManager.insert(…) //Invoice(s)
specTransManager.insert(…) //Payment(s)

//Settle
CustTrans::settleTransaction(
    specTransExecutionContext,
    CustTransSettleTransactionParameters::construct());

Testing

This functionality uses flights. To test it, you must turn on the flight in a non-production environment. For information about how to turn on a flight in a non-production environment, see Data management overview.

The name of the flight is EnableCustTransSettleTransaction.