Advanced Template Snippets

To help you create advanced templates, you can use the following snippets:

Handling Payments by Batch
Displaying all Transaction IDs per Payment
Looping Through a List of Payments

Handling Payments by Batch

You can define criteria for subdividing payments into groups. The subdivisions can be traversed one after the other to produce an output payment file that handles payments by batch. The following example illustrates grouping payments by entity type.

Example

Payments:

Block diagram showing 4 payment groups, subdivided by entity type.

And the following entity banks:

Block diagram showing an example of payments grouped by 4 entity banks.

Template

          <#assign vendorPayments = []>
<#assign employeePayments = []>
<#list payments as payment>
    <#assign ebank = ebanks[payment_index]>       
    <#if ebank.custrecord_2663_parent_vendor == payment.entity>
        <#assign vendorPayments = vendorPayments + [payment]>
    </#if>
    <#if ebank.custrecord_2663_parent_employee == payment.entity>
        <#assign employeePayments = employeePayments + [payment]>
    </#if>    
</#list>
<#OUTPUT START#>
**VENDOR PAYMENTS**
<#list vendorPayments as payment>
Amount:${‌payment.amount}
</#list>
**EMPLOYEE PAYMENTS**
<#list employeePayments as epayment>
Amount:${‌payment.amount}
</#list>
<#OUTPUT END#>

Output

Displaying all Transaction IDs per Payment

A payment can contain multiple transactions. To display all the transactions, use the transHash data. See transHash.

Mapping of payment files to transactions:

Block diagram showing an example mapping of 2 payment files to 2 transactions each.

Template

          <#OUTPUT START#>
<#list payments as payment>
Payment ID: ${‌payment.id}
   <#list transHash[payment.internalid] as transaction>
   Transaction ID: ${‌transaction.tranid}
   </#list>
</#list>
<#OUTPUT END#>

Output

Looping Through a List of Payments

The payment index is used inside the loop to get the correct entity and entity bank under a particualr payment. You can use the following snippet as a starting point when looping through payments.

          <#list payments as payment>
  <#assign entity = entities[payment_index] >
  <#assign ebank = ebanks[payment_index] >

  <#-- do processing here -->

</#list>

Handling Payments by Batch

Displaying all Transaction IDs per Payment

Looping Through a List of Payments

Related Topics