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PayFabric for Sage Intacct

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PayFabric for Sage Intacct Installation Guide

Guide for installing PayFabric into your Sage Intacct environment

Prerequisites

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 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.

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

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.