Platform Services
User must be a user with system administrator permissions
Ability to install from XML (user must be a user with system administrator permissions.)

Add ajax Sender ID to web services authorizations

The Sender ID ajax must be added to web services authorizations for the PayFabric application to work.

Go to Company > Setup > Company > Security Tab
Edit page
Scroll down to the web services authorizations section
Click on Add
And the Sender ID = ajax
Save the Change.

Add North49mpp2 Sender ID to web services authorizations (Required for PayFabric Receivables)

The Sender ID North49mpp2 must be added to web services authorizations for the PayFabric Recievables application to work.

Go to Company > Setup > Company > Security Tab
Edit page
Scroll down to the web services authorizations section
Click on Add
And the Sender ID = North49mpp2
Save the Change.

Add web user PFRUser to web servuces Users (Required for PayFabric Reveivables)

Go to Company > Admin > Web Services Users
Create new web user with User ID and User Name PFRUser
Note make sure email is one that can receive email as the password to the web user will be in that email body
Following roles/permissions are required for this web user:
1. Accounts Receivables
2. Inventory Control
3. Order Entry
4. PayFabric
5. Purchasing

Install XML package

Login to Intacct as user satisfying the precondition
Navigate to Platform Services > Platform tools > Applications
Under ‘Custom Applications’, click the ‘Install from XML’ option
Click ‘Choose File’
Use the file explorer to locate the solution file

After the solution has been loaded, click the install button.
Should display a ‘Loading…’ icon on the top of page
Wait for the install to complete
Verify that there were no errors during the install process.
Refresh Page to verify PayFabric has been added into the applications menu.

Add PayFabric functionality to receive a Payment Page

Login to Intacct as user satisfying the precondition
Navigate to Accounts Receivable > Receive payments - New!
Click the ‘Add’ button on this page
Subsequently, click More Actions > Edit this page
Under Available components, drag the Lookup Transaction onto the page.
Under create, drag a new < Script Component > below the lookup
Click the Edit button for the script component
Add the below content

Receive a Payment Page custom code:

PayFabric

</button>

<li>

</li>

</ul>

</div>

var PFTransactionType;

var PFFullCustomer;

var PFCustomerNumber;

var PFAmount;

var PFCurrency;

var PFTransactionResult;

var PFAlreadyPaidAmount = 0.0;

const formatter = new Intl.NumberFormat("en-US", { minimumFractionDigits: 2 });

jq(document).ready(function () {

jq("#pageContent .qx-page-header .navbar-right .btn-toolbar").prepend(jq("#PF_process_button_dropdown").parent());

jq("#rbi_L_RPF_transaction").closest(".qx-tab").hide();

jq("#PF_process_button_dropdown + ul li a").click(function () {

PFTransactionType = jq(this).attr("id");

PFFullCustomer = getValueOrText("#_obj__CUSTOMERID");

PFCustomerNumber = PFFullCustomer.substring(0, PFFullCustomer.indexOf("--"));

PFAmount = jq("#_obj__TRX_AMOUNTTOPAY").val();

PFCurrency = PFCurrency == null || PFCurrency == "" ? getValueOrText("#_obj__FINANCIALACCOUNTCURRENCY") : PFCurrency;

openTransactionProcess();

});

if (jq("#_obj__CUSTOMERID").is("input")) {

if (getValueOrText("#_obj__CUSTOMERID") !== "") {

jq("#PF_process_button_dropdown").prop("disabled", false);

}

trackPageChange(jq("#paymentInfoSection_li_0")[0]);

trackPageChange(jq("#paymentInfoSection_li_1")[0]);

trackPageChange(jq("#paymentInfoSection_li_2")[0]);

} else {

jq("#PF_process_button_dropdown").prop("disabled", false);

}

});

function getTransactions() {

var trxs = jq("#_obj__RPF_TRANSACTION").val().split(",");

if (trxs != null && trxs.length > 0) {

var api = new API_Session();

var sageCallback = function (responseText) {

var responseJson = JSON.parse(responseText);

if (PFTransactionResult != null) {

jq("#rbe_yuiDialog").css("width", "");

jq("#rbe_yuiDialog").css("height", "");

jq("#rbe_yuiDialog .bd").css("height", "");

jq("#rbe_yuiDialog_mask").css("display", "block");

rbf_showInfoDialog2("PayFabric Transaction Result", PFTransactionResult, 200, 300);

editor.data.view.DOCNUMBER = responseJson[0].name;

PFTransactionResult = null;

}

};

api.ip_readByQuery(

"PF_transaction",

"PF_transaction_amount, PF_transaction_type, PF_transaction_state, RPF_gateway, PF_walletid, PF_account_number, PF_credit_card_type, RLOCATIONENTITY, name, id",

"PF_transaction_status = 'Approved' and ID in (" + trxs + ")",

100,

"json",

sageCallback

);

}

MutationObserver = window.MutationObserver || window.WebKitMutationObserver;

function trackChange(element) {

var observer = new MutationObserver(function (mutations, observer) {

if (mutations[0].attributeName == "value") {

jq(element).trigger("change");

}

});

observer.observe(element, {

attributes: true,

});

}

var hasCustomer = false;

var hasAmount = false;

function trackPageChange(element) {

var observer = new MutationObserver(function (mutations, observer) {

jq("#_obj__CUSTOMERID").on("change", function () {

var customer = jq(this).val();

hasCustomer = customer != "" && customer != null;

var amount = jq("#_obj__TRX_AMOUNTTOPAY").val();

hasAmount = amount != "" && amount != null;

jq("#PF_process_button_dropdown").prop("disabled", !(hasCustomer && hasAmount));

});

jq("#_obj__TRX_AMOUNTTOPAY").on("change", function () {

var amount = jq(this).val();

hasAmount = amount != "" && amount != null;

var customer = jq("#_obj__CUSTOMERID").val();

hasCustomer = customer != "" && customer != null;

jq("#PF_process_button_dropdown").prop("disabled", !(hasCustomer && hasAmount));

});

if ((PFCurrency == "" || PFCurrency == null) && jq("#_obj__FINANCIALACCOUNTCURRENCY").length === 0) {

var api = new API_Session();

var sageCallback = function (responseText) {

var responseJson = JSON.parse(responseText);

if (responseJson.length > 0) {

PFCurrency = responseJson[0].CODE;

}

};

api.ip_readByQuery("TRXCURRENCIES", "CODE", "", 1, "json", sageCallback);

}

jq("#rbi_L_RPF_transaction").closest(".qx-tab").hide();

trackChange(jq("#_obj__RPF_TRANSACTION")[0]);

jq("#_obj__RPF_TRANSACTION").on("change", getTransactions);

});

observer.observe(element, {

childList: true,

subtree: true,

});

}

function openTransactionProcess() {

if (jq("#rbi_F_RPF_transaction tr:first-child td:nth-child(3) a").length > 0) {

jq("#rbi_F_RPF_transaction tr:first-child td:nth-child(3) a").click();

} else {

rbf_doQuickRelCreate("rbf_selectObject", "{!#OBJ_ID.PF_transaction!}", 13382, 10147, 0, "New Transaction", "{!#OBJ_ID.ARINVOICE!}", 1);

}

function rbf_doQuickRelCreate(funcName, objDefId, pageId, fieldId, returnId, popupPrompt, objDefId2, objDef2IsStd) {

if (objDef2IsStd) {

// if !objDef2->isPlatform()

stdEd = "&stdEditor=1";

} else {

stdEd = "";

}

Under the Script component info section, input any value into the Name field. Eg. PayFabric
Click the save button on the popup
Back on the main page editor form, click the save button.
Verify that the PayFabric option is available in the top right.

Add PayFabric functionality to receive Advances Page

Precondition: Login user must be a user with system administrator permissions.

Login to Intacct as user satisfying the precondition
Navigate to Accounts Receivable > Advances
Click the ‘Add’ button on this page
Subsequently, click More Actions > Edit this page
Under create, drag a new < Script Component onto the page
Click the Edit button for the script component

Add the below content

PayFabric

</button>

<li>

</li>

</ul>

</div>

<td class="rbs_rightLabelWide" id="rbi_L_RPF_transaction">Transactions </td>

<table>

<tbody>

<tr>

<tbody>

<tr>

<input

type="text"

class="form-control"

size="20"

tabindex="1"

id="txt_obj__RPF_TRANSACTION"

viewpageid="13383"

onfocus="new AutoSuggestControl(this, 15010, 0);"

fieldname="name"

suggtype="rObj"

isstandard="false"

ismultiple="true"

autocomplete="off"

</td>

</tr>

<tr>

</table>

</td>

</tr>

</tbody>

</table>

</td>

href="#undefined"

onclick="window.open('pt_selector.phtml?.sess=' + window.sess + '&.op=3801&act=clean&pageId=13385&viewPageId=13383&selectorViewId=0&inputName=_obj__RPF_TRANSACTION&multiSel=true', 'Selector', 'WIDTH=600, HEIGHT=400, RESIZABLE=YES, SCROLLBARS=YES, TOOLBAR=NO, LEFT=20, TOP=20').focus(); return false;"

<img src="../resources/images/platform/lookup.gif" alt="Lookup" width="16" height="16" border="0" align="absmiddle"

/></a>

</td>

href="#undefined"

onclick="return rbf_doQuickRelCreate('rbf_selectObject', '{!#OBJ_ID.PF_transaction!}', 13382, 10147, 0, 'New Transaction', '{!#OBJ_ID.ARADVANCE!}', 1)"

><img src="../resources/images/platform/addicon.gif" alt="Add record" width="16" height="16" border="0" align="absmiddle"

/></a>

</td>

</tr>

</tbody>

</table>

</td>

</tr>

var PFTransactionType;

var PFFullCustomer;

var PFCustomerNumber;

var PFAmount;

var PFCurrency;

var PFTransactionResult;

var PFAlreadyPaidAmount = 0.0;

const formatter = new Intl.NumberFormat("en-US", { minimumFractionDigits: 2 });

jq(document).ready(function () {

jq("#pageContent .qx-page-header .navbar-right .btn-toolbar").prepend(jq("#PF_process_button_dropdown").parent());

jq("#rbi_L_RPF_transaction").closest(".qx-tab").hide();

jq("#PF_process_button_dropdown + ul li a").click(function () {

PFTransactionType = jq(this).attr("id");

PFFullCustomer = getValueOrText("#_obj__CUSTOMERID");

PFCustomerNumber = PFFullCustomer.substring(0, PFFullCustomer.indexOf("--"));

PFAmount = jq("#tfooter__obj__ITEMS [id*='_obj__TRX_AMOUNT']").text();

PFCurrency = PFCurrency == null || PFCurrency == "" ? getValueOrText("#_obj__FINANCIALACCOUNTCURRENCY") : PFCurrency;

openTransactionProcess();

});

if (jq("#_obj__CUSTOMERID").is("input")) {

if (getValueOrText("#_obj__CUSTOMERID") !== "") {

jq("#PF_process_button_dropdown").prop("disabled", false);

}

jq("#_obj__CUSTOMERID").on("change", function () {

var customer = jq(this).val();

hasCustomer = customer != "" && customer != null;

jq("#PF_process_button_dropdown").prop("disabled", !hasCustomer);

});

} else {

jq("#PF_process_button_dropdown").prop("disabled", false);

}

if ((PFCurrency == "" || PFCurrency == null) && jq("#_obj__FINANCIALACCOUNTCURRENCY").length === 0) {

var api = new API_Session();

var sageCallback = function (responseText) {

var responseJson = JSON.parse(responseText);

if (responseJson.length > 0) {

PFCurrency = responseJson[0].CODE;

}

};

api.ip_readByQuery("TRXCURRENCIES", "CODE", "", 1, "json", sageCallback);

}

jq("#rbi_L_RPF_transaction").closest(".qx-tab").hide();

trackChange(jq("#_obj__RPF_TRANSACTION")[0]);

jq("#_obj__RPF_TRANSACTION").on("change", getTransactions);

});

function getTransactions() {

var trxs = jq("#_obj__RPF_TRANSACTION").val().split(",");

if (trxs != null && trxs.length > 0) {

var api = new API_Session();

var sageCallback = function (responseText) {

var responseJson = JSON.parse(responseText);

if (PFTransactionResult != null) {

jq("#rbe_yuiDialog").css("width", "");

jq("#rbe_yuiDialog").css("height", "");

jq("#rbe_yuiDialog .bd").css("height", "");

jq("#rbe_yuiDialog_mask").css("display", "block");

rbf_showInfoDialog2("PayFabric Transaction Result", PFTransactionResult, 200, 300);

jq("#_obj__DOCNUMBER").val(responseJson[0].name + "-" + responseJson[0].id);

editor.data.view.DOCNUMBER = responseJson[0].name + "-" + responseJson[0].id;

PFTransactionResult = null;

}

};

api.ip_readByQuery(

"PF_transaction",

"PF_transaction_amount, PF_transaction_type, PF_transaction_state, RPF_gateway, PF_walletid, PF_account_number, PF_credit_card_type, RLOCATIONENTITY, name, id",

"PF_transaction_status = 'Approved' and ID in (" + trxs + ")",

100,

"json",

sageCallback

);

}

MutationObserver = window.MutationObserver || window.WebKitMutationObserver;

function trackChange(element) {

var observer = new MutationObserver(function (mutations, observer) {

if (mutations[0].attributeName == "value") {

jq(element).trigger("change");

}

});

observer.observe(element, {

attributes: true,

});

}

function openTransactionProcess() {

if (jq("#rbi_F_RPF_transaction tr:first-child td:nth-child(3) a").length > 0) {

jq("#rbi_F_RPF_transaction tr:first-child td:nth-child(3) a").click();

} else {

rbf_doQuickRelCreate("rbf_selectObject", "{!#OBJ_ID.PF_transaction!}", 13382, 10147, 0, "New Transaction", "{!#OBJ_ID.ARADVANCE!}", 1);

}

function rbf_doQuickRelCreate(funcName, objDefId, pageId, fieldId, returnId, popupPrompt, objDefId2, objDef2IsStd) {

if (objDef2IsStd) {

// if !objDef2->isPlatform()

stdEd = "&stdEditor=1";

} else {

stdEd = "";

}

var popupURL =

rbf_getResourceURL("pt_objectQuickCreate.phtml?funcName=" + funcName) +

"&objDefId=" +

objDefId +

"&pageId=" +

pageId +

"&fieldId=" +

fieldId +

stdEd;

if (returnId > 0) popupURL += "&returnId=" + returnId;

if (objDefId2 > 0) popupURL += "&objDefId2=" + objDefId2;

rbf_showIframeDialog("PayFabric - " + PFTransactionType + " - " + PFFullCustomer, null, "650px", "655px", popupURL, null, true);

jq("#rbe_yuiDialog_c").css("z-index", 4);

jq("#rbe_yuiDialog_mask").css("z-index", 3).show();

return false;

}

function getValueOrText(selector) {

if (jq(selector).length > 0) {

if (jq(selector).is("input")) {

return jq(selector).val();

} else {

return jq(selector).text();

}

} else {

return "";

}

</script>

Open a new Sage Intacct tab and browse to the Account Receivables > Invoices
Click on Add
Place the mouse inside the PayFabric section at the bottom of the page
Right click and select Inspect
Expand each section until you see the highlighted sections

pasted image 0

Copy each highlighted section
Back on the other browser tab that contains the Advances edit page, paste each highlighted section into the same respective section on the Advances page
Under the Script component info section, input any value into the Name field. Eg. PayFabric
Click the save button on the popup
Back on the main page editor form, click the save button.
Verify that the PayFabric option is available in the top right.

Roles

User needs to be assigned the following Roles to have access to PayFabric Processing inside of Sage Intacct.

::SYS::Enterprise-ROLE-FOR - Module: PayFabric

Permissions

User needs to be assigned the following permissions to have access to PayFabric inside of Sage Intacct.

For ability to process transaction inside of Sage Intacct, all objects and Menus under PayFabric permissions need to have all permission boxes selected , List, View, Ass, Edit, Delete, Menu.
If a User only requires Read only access, assign the View permission to all objects, and assign the menu permissions.

PayFabric Receivables

Intacct Connector

To setup the connection to Intacct, we require the web services user and the specified company ID.

The setup can be found in PayFabric Receivables under:

1. Settings > Integration > Connection > Sage Intacct Connector > Sage Connector Card.

2. Once Data has been input click Save

3. Test Connection to make sure set up is correct

Note: The Entity ID can be left blank, which will result in payments being submitted to the top level of Intacct. Otherwise, it can be populated with a specific entity. Eg. 100 (refer to previous screenshot showing the top level dropdown).

Intacct Connector - Data Type Configuration

To ensure that data can be sent to/from, click into the data type configuration and active the corresponding data type.

The setup can be found in PayFabric Receivables under:

1. Settings > Integration > Connection > Sage Intacct Connector > Sage Connector Card > Data Type Configuration

2. Status can be switched to Enabled, which will turn the Job on

3. Last Run Date and Time will note the time the Job ran last

4. Frequency, by default this will be set to 10 minutes, however this can be reduced to as low as 1 minute. Please note increasing the frequency the Job will run may result in an increase cost of Intacct API calls.

Note: At this time, there is no manual sync for a specific document. If a particular record was/is missing in PFR or intacct, one would have to manually change the last run time or last run date to before the whenmodified date of the record. The current logic should ensure that this scenario is relatively rare, but it may vary based upon the frequency set for the specific data type.