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Thomas Adrian - Consili
79
Posts
2
Kudos
4
Solutions
11-11-2022
14:20
Hello I am trying to release a customer payment using POST {{Url}}/v1/customerpayment/400407/action/release and get the message "message": "Document type must be specified in the releaseActionDto ." I also noticed that If I try to release the payment in the UI, the payment is released but not closed. and no errors The payment was previoulsy created using the following json. {
"referenceNumber": null,
"type": {
"value": "Payment"
},
"hold": null,
"applicationDate": null,
"applicationPeriod": null,
"paymentRef": {
"value": "PSRID INV 000870"
},
"customer": {
"value": "10002"
},
"location": null,
"paymentMethod": null,
"cashAccount": null,
"currency": null,
"paymentAmount": {
"value": 200.0
},
"invoiceText": null,
"branch": null,
"ordersToApply": null,
"paymentLines": null
}
... View more
10-08-2022
16:03
When I look at an Invoice PDF with EU tax I see the text VAT 0% Intra-Community supply. Two questions. #1. Where is this text defined in VN? #2. How can I get the text using the API or what is the procedure for finding out if it is EU Tax using the API thanks
... View more
13-06-2022
10:16
Hello Again My example may be wrong, I got it working if I send in the correct amount in the header when doing the PUT. it is still strange though that the payment is not closed, is it because of the balance i not 0, should the payment be set to closed ? how to do that?
... View more
10-06-2022
19:12
The following example I have created an invoice 000273 with 125:- and a credit with 4:- If I create a payment in the UI and add both the invoice and the credit and release both the invoice and the credit is closed. If I do the same in API, The following happens 1. the credit is closed 2. the invoice is open 3. the payment is not released even if I got back OK 200, it is in status Open but release button is not availabe only Void. POST https://integration.visma.net/API/controller/api/v1/customerpayment {
"referenceNumber": null,
"type": { "value": "Payment" },
"hold": { "value": false },
"applicationDate": null,
"applicationPeriod": null,
"paymentRef": null,
"customer": { "value": "10002" },
"location": { "value": "Primär" },
"paymentMethod": null,
"cashAccount": null,
"currency": null,
"paymentAmount": { "value": 125.0 },
"invoiceText": null,
"branch": null,
"ordersToApply": null,
"paymentLines": [
{
"cashDiscountTaken": null,
"balanceWriteOff": null,
"writeOffReasonCode": null,
"crossRate": null,
"operation": "Insert",
"documentType": { "value": "Invoice" },
"refNbr": { "value": "000273" },
"amountPaid": { "value": 125.0 }
}
]
} PUT https://integration.visma.net/API/controller/api/v1/customerpayment/400129 {
"referenceNumber": null,
"type": { "value": "Payment" },
"hold": null,
"applicationDate": null,
"applicationPeriod": null,
"paymentRef": null,
"customer": null,
"location": null,
"paymentMethod": null,
"cashAccount": null,
"currency": null,
"paymentAmount": null,
"invoiceText": null,
"branch": null,
"ordersToApply": null,
"paymentLines": [
{
"cashDiscountTaken": null,
"balanceWriteOff": null,
"writeOffReasonCode": null,
"crossRate": null,
"operation": "Insert",
"documentType": { "value": "CreditNote" },
"refNbr": { "value": "000274" },
"amountPaid": { "value": 4.0 }
},
{
"cashDiscountTaken": null,
"balanceWriteOff": null,
"writeOffReasonCode": null,
"crossRate": null,
"operation": "Update",
"documentType": { "value": "Invoice" },
"refNbr": { "value": "000273" },
"amountPaid": { "value": 121.0 }
}
]
} https://integration.visma.net/API/controller/api/v1/customerpayment/400129/action/release { "type": { "value": "Payment" } } - Why is the balance on the payment 8:- - Why is the payment not released, I read about the void status in the api doc but do not understand it. - Why is the invoice closed when I do this in the ui and not using the API. - Please provide a safe way for me to code this without hickups Thanks
... View more
09-06-2022
09:15
ok thanks but now I get another problem with balance. #1. The payed amount should 3000:- (invoice-credit) but that does not work as you see in the response. Visma expect 3250:- which is wrong. if I enter 3250 in the paymentamount it works but the invoice and credit is not closed as it is when in the UI. and the amount payed is wrong. #2. am I missing some API documentation (besides swagger), how was I suppose to know the that documenttype is "creditnote" ? {
"referenceNumber": null,
"type": { "value": "Payment" },
"hold": { "value": false },
"applicationDate": { "value": "2022-05-29T00:00:00" },
"applicationPeriod": null,
"paymentRef": { "value": "" },
"customer": { "value": "10002" },
"location": { "value": "Primär" },
"paymentMethod": { "value": "01" },
"cashAccount": { "value": "1940" },
"currency": { "value": "SEK" },
"paymentAmount": { "value": 3000 },
"invoiceText": { "value": "Test" },
"branch": null,
"ordersToApply": null,
"paymentLines": [
{
"cashDiscountTaken": null,
"balanceWriteOff": null,
"writeOffReasonCode": null,
"crossRate": null,
"operation": "Insert",
"documentType": { "value": "Invoice" },
"refNbr": {"value":"000230"},
"amountPaid": { "value": 3125 }
},
{
"cashDiscountTaken": null,
"balanceWriteOff": null,
"writeOffReasonCode": null,
"crossRate": null,
"operation": "Insert",
"documentType": { "value": "CreditNote" },
"refNbr": {"value":"000231"},
"amountPaid": { "value": 125 }
}
]
} {
"message": "VismaId: fb23bf7d-1817-4a71-9332-f6f2e5bdfc4c. Error creating payment The document is out of the balance. Payment Amount: 3000 does not equals Application Amount: 3250 ."
}
... View more
09-06-2022
09:07
ok thanks, now I get another problem with balance, #1. what am I doing wrong now? the document is out of balance. (see json), I did try to set the payment amount to 3250 and that worked but the invoice and credit was not closed as in the ui, and the amount paid is not 3250. it is 3250-125=3125 Somehow the system seem to think that the invoice+credit = payed, but should be invoice-credit = payed. entering minus number in credit note did not work either. #2. Is there some kind of documentation available for which fields in json that should be sent in (besides swagger) how was I suppose to know that the type of document is named "CreditNote"? {
"referenceNumber": null,
"type": { "value": "Payment" },
"hold": { "value": false },
"applicationDate": { "value": "2022-05-29T00:00:00" },
"applicationPeriod": null,
"paymentRef": { "value": "" },
"customer": { "value": "10002" },
"location": { "value": "Primär" },
"paymentMethod": { "value": "01" },
"cashAccount": { "value": "1940" },
"currency": { "value": "SEK" },
"paymentAmount": { "value": 3000 },
"invoiceText": { "value": "Test" },
"branch": null,
"ordersToApply": null,
"paymentLines": [
{
"cashDiscountTaken": null,
"balanceWriteOff": null,
"writeOffReasonCode": null,
"crossRate": null,
"operation": "Insert",
"documentType": { "value": "Invoice" },
"refNbr": {"value":"000230"},
"amountPaid": { "value": 3125 }
},
{
"cashDiscountTaken": null,
"balanceWriteOff": null,
"writeOffReasonCode": null,
"crossRate": null,
"operation": "Insert",
"documentType": { "value": "CreditNote" },
"refNbr": {"value":"000231"},
"amountPaid": { "value": 125 }
}
]
} {
"message": "VismaId: fb23bf7d-1817-4a71-9332-f6f2e5bdfc4c. Error creating payment The document is out of the balance. Payment Amount: 3000 does not equals Application Amount: 3250 ."
}
... View more
08-06-2022
20:39
Hi! I am trying to create a customer payment with two rows , one for an invoice and one for a credit When I do this in the UI it works fine, both the credit and the invoice is closed after I released it but when I do this using the API I get back an error as seen below. This image show one invoice and one credit This image show how I create a payment for both the invoice and credit before release Image after release Here is the json I tried with using POST to customerpayment and the response in Postman {
"referenceNumber": null,
"type": { "value": "Payment" },
"hold": { "value": false },
"applicationDate": { "value": "2022-05-29T00:00:00" },
"applicationPeriod": null,
"paymentRef": { "value": "" },
"customer": { "value": "10002" },
"location": { "value": "Primär" },
"paymentMethod": { "value": "01" },
"cashAccount": { "value": "1940" },
"currency": { "value": "SEK" },
"paymentAmount": { "value": 112 },
"invoiceText": { "value": "Test" },
"branch": null,
"ordersToApply": null,
"paymentLines": [
{
"cashDiscountTaken": null,
"balanceWriteOff": null,
"writeOffReasonCode": null,
"crossRate": null,
"operation": "Insert",
"documentType": { "value": "Invoice" },
"refNbr": {"value":"000224"},
"amountPaid": { "value": 125 }
},
{
"cashDiscountTaken": null,
"balanceWriteOff": null,
"writeOffReasonCode": null,
"crossRate": null,
"operation": "Insert",
"documentType": { "value": "Credit Memo" },
"refNbr": {"value":"000225"},
"amountPaid": { "value": 13 }
}
]
} Response from VN {
"message": "VismaId: 6c6eb585-da38-4765-b80d-e9552a8721f8. Error creating payment. Error: AdjdRefNbr '000225' cannot be found in the system."
} What is missing in my json for doing the same operation in the API as in the UI? thanks Thomas
... View more
01-06-2022
09:17
1 Kudo
får massa fel idag: System.Net.WebException: The remote server returned an error: (401) Unauthorized. at System.Net.HttpWebRequest.GetResponse()
... View more
31-05-2022
09:32
Hello, I am composing an email that should contain links to different documents in VN. i.e Invoices, customers, payments etc. All recipients of the email is logged in to VN. How can I compose these links programmatically using the API (or any other way) Example url, (missing some info) https://finance.visma.net/<?>/<?>/Main?CompanyID=<companynamn>&ScreenId=AR301000&DocType=INV&RefNbr=214079 Thanks Thomas
... View more
10-05-2022
21:45
Hello When I am posting a journal transaction using the API it gets status balanced. two questions #1. It is possible to post a journal transaction in the release state? #2. How can I get the transactionnumber of my posted Journal transaction so I can call the release endpoint? thanks Thomas
... View more
13-04-2022
09:11
In my case the vat rate was the same even if there was different vat categories so I only saw one vat category in tax details and assumed one was missing. trying to set a different vat category with a different rate on a line do show another category in the tax details. thanks, case closed!
... View more
12-04-2022
17:34
Not sure what you mean by handling VAT automatically in the ERP. I am exporting Invoices and need to know which Vat rate each invoice line have. my solution to this as suggested earlier is to use the vatcategory on each invoice line and do a lookup in the VatCatgory endpoint to find the correct vatrate Please confirm if this is the correct way to get the vat rate for an invoice row #1. get the vat category on Invoice line : example 04 #2 get the vat zone from the customer : example 01 #3 get the vat rate from the VatCatgory endpoint using the kategory (04) and id (01) thanks Thomas
... View more
11-04-2022
16:31
except that there is no field called vatid in vatzone
... View more
11-04-2022
14:23
Magnus, I still don't understand where I get the vatid from. The vatzone 01 have an id of 01, can I map the vatzone id to the vat category - vatcategorylines vatid?
... View more
11-04-2022
12:26
Hej och tack, har lite svårt att förstå vad du menar, kan du ge ett exempel i mitt fall är kundens vatzone = 01 och fakturaradens momskategori = 04
... View more
11-04-2022
08:45
not sure I follow, there is no vatid on an invoice line?
... View more
10-04-2022
20:16
Hej, Jag hämtar kundfakturor via VN API:et /customerinvoice Ofta har jag kundfakturor med olika momskategorier på samma faktura Ett exempel: Rad 1 har momskategori 1 Rad 2 har momskategori 4 Tittar man i fliken Tax Details på fakturan så finns då bara momskategori 1 (vilket iof är lite konstigt) I dagsläget använder jag då bara kategori 1 för att veta vilken moms som gäller för hela fakturan eftersom momsatsen som sagt finns tillgänglig under tax details. Men eftersom det även finns en rad med kategori 4 på vissa fakturor så måste jag även få fram den momsatsen Så jag behöver nu istället hitta rätt momssats för varje rad på fakturan via API:et och undrar hur jag ska gå till väga. Kollar jag i kategori 4 så kan den ha många taxid, och varje taxid har sin egen momsats. Så min fråga är hur jag via API:et tar redan på vilken momssats en rad på fakturan har. Tack på förhand Thomas
... View more
18-01-2022
15:13
Which config file did you add the section to?
... View more
13-01-2022
11:04
any update on this? How about if Visma provide a visma net client api for most common code languages? I have tried nswag which is an opensource project for creating client apis which is also built into Visual studio, but the VN swagger json does not seem to be compatible.
... View more
06-12-2021
11:13
tack
... View more
06-12-2021
09:38
jag kan inte heller se den
... View more
03-03-2021
10:06
is it possible to combine several payment types in one query
i.e I want to get both type "Payment" and "Refund" in one query
see image
... View more
Categories:
- Categories:
-
API:CustomerPayment
22-12-2020
08:46
unfortunately I did not save the json, I was hoping maybe you could track this down using the vismaid. I save the json now, so next time it happens I can send it. Thomas
... View more
22-12-2020
08:37
This post have two questions, a bit confusing maybe, lets make this clear! Q1. AdjdRefNbr '000085' cannot be found in the system Solution: this happens if you try to post a customer payment on a closed invoice Q2. The error "Inserting 'Customer payment' record raised at least one error. Please review the errors. Error: Customer ledger account '5439' cannot found in the system. Check whether you have access rights to this object. Solution: The reason for this error was because the recievable account set on the customer was set as a "likvidkonto" Thomas
... View more
22-12-2020
08:28
The reason for this error was because the recievable account set on the customer was set as a "likvidkonto" The error from the API "account 5439" must be something internal that the API returns because that account number does not exist.
... View more
22-12-2020
08:19
I recieved below error trying to create a customerpayment.
when I look at the invoice or when creating a new payment in the UI I see no errors. (I did not save the new payment in UI because I do not want to create something manually at customer)
Error EndPoint: https://integration.visma.net/API/controller/api/v1/customerPayment 20201218_154153 Error VismaId: f7a1a72e-8a68-4f6d-94e1-93cc7196d0cc. Error creating payment Sales order error: The document is out of the balance.
what can be the cause of this error?
thanks
Thomas
... View more
- Tags:
- Error
Categories:
- Categories:
-
API:CustomerPayment
18-12-2020
09:04
I get this error msg when posting to prepayment, what can be tha cause of that? 20201218_085554 Error VismaId: 300d6b32-f222-4fe3-971c-345ae48fdd32. Error creating payment Error: Inserting 'Customer payment' record raised at least one error. Please review the errors. Error: Customer ledger account '5439' cannot found in the system. Check whether you have access rights to this object.
... View more
17-12-2020
13:00
Thanks, I get it now! All payments that I send in today is of type Payment, and they are added to VN with status balanced. If I change the type to Prepayment will the status be the same?
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17-12-2020
11:26
Hello Magnus You said: You can use the CustomerPayment type "payment" for applying payments to documents with a total of the same amount or above(in this case the remainder will be available to apply a payment to later), if you want to add more to the customers balance, use the "prepayment" type. Is the above statement really correct, I am using customer payment but I can't insert an amount above the invoice balance? How can I send in a payment where the amount is above the invoice balance?
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