Each payment platform in Business Central has four API automation routines that manage the retrieval of data from your external payment platform:
- GETNEWINVOICES
- GETNEWCHARGES
- GETNEWREFUNDS
- GETNEWTRANSACTIONS
Each of these automation routines is configured to run at a scheduled frequency, and each one has a last run timestamp that is updated each time the automation routine is run. When a data retrieval process is initiated, Business Central uses an automation routine’s scheduled frequency in relation to its last run timestamp to determine whether the routine should be included.
For example, suppose we successfully run our API automation routines at 10/01/21 12:00 PM. The last run timestamp for these automation routines will be updated with this date and time. If our scheduled frequency for these routines is 10 minutes, they would be included as part of the next data retrieval process to run at 10/01/21 12:10 PM or later.
Because the last run timestamp for these automation routines is automatically updated by the application, it is preferable to allow the system to manage these values. However, it is necessary for you to manually enter a desired starting date and time for order retrieval prior to the first time you want to retrieve data from your external payment platform. This starting date and time should be viewed as the cut-off point for when you want to manage payment transactions with CPM in Business Central as opposed to in your external environment.
- Note: it may be necessary on occasion to manually adjust retrieval dates and times for troubleshooting or reprocessing activities. Such changes should be performed by or under the guidance of someone who understands the ramifications of making these adjustments.
To set the initial starting date and time for a payment platform’s data retrieval:
- Choose the looking glass within Business Central
- Enter CSM Automation List and then choose the related link
- On the CSM Automation List page, choose the Edit List action in the ribbon.
- Choose the API automation line for the GETNEWINVOICES code.
- In the Last Run Timestamp field, enter the date and time that you want to use as the starting point for data retrieval.
- Repeat this process for the remaining API automation lines:
- GETNEWCHARGES
- GETNEWREFUNDS
- GETNEWTRANSACTIONS