Background Payment Posting

In LS Express, background payment posting automates the processing and posting of sales payments without requiring manual intervention. This feature allows the system to handle payment posting in the background, allowing users to continue with other tasks.

 

How to: Enable Background Payment Posting

Job Queue Entries

POS Sales Staging

Close Out Summary

 

How to: Enable Background Payment Posting

  1. Open the LS Express Administration page.

  2. Go to the Background FastTab.

  3. Enable the Background Payment Posting toggle to activate background payment posting.

Job Queue Entries

To manage job queue entries for background payment posting, follow these steps:

 

  1. Search for Job Queue Entries and select the relevant link.

  2. Create a new Job Queue Entry and fill in the necessary fields.

  3. On the General FastTab:

    • Specify the type of the object (Report or Codeunit) that is to be run for the job queue entry.

    • If you select Codeunit, then specify the ID of the codeunit that should be run. Enter 70014065 in the Object ID to Run field.

    • Provide a description of the job queue entry.

    • Specify the earliest date and time when the job queue entry should be run.

    • Set the maximum time that the job queue entry is allowed to run.

    • The status of the job queue entry is initially set to On Hold. You can set the status to Ready and back to On Hold. Otherwise, status information in this field is updated automatically.

  4. On the Recurrence FastTab:

    • Specify if the job queue entry is recurring by enabling the Recurring Job toggle.

    • If the entry is recurring, specify the days of the week it should run, the time of day, and the interval between runs.

POS Sales Staging

To post payments in the background using the POS Sales Staging process, follow these steps:

 

  1. Open the POS Sales Staging List page.

  2. After making a payment in the POS, the payment is ready to be posted in the background.

  3. In the POS Sales Staging List, you can manually post the payment or set a schedule using Job Queue Entries.

  4. Click the Posting action to manually post the payment. For example, once the background payment is posted, the Background Status field will change from Ready to Post to Completed, and the Payment Posted check box will be marked.

  5. If the schedule in the job queue entry is Set to Ready within the specified interval, all remaining payments will be automatically posted.

    Note: Once the posting process is finished, the "Background Status" should be updated accordingly (posting successful = Completed; posting failed = Error).

Close Out Summary

If there are any pending payments in the background payment posting, you should not be allowed to post the store summary for the time period.

To post the store summary at the end of the day, ensure that all payments have been successfully posted in the POS Sales Staging.