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ConneXionInsertGeneralTransaction Method

Inserts the General Transaction

Namespace:  ConneXion
Assembly:  ConneXion (in ConneXion.dll) Version: 2020.0
Syntax
public ConneXionResult InsertGeneralTransaction(
	ref GeneralTrans GeneralTransaction
)

Parameters

GeneralTransaction
Type: ConneXionGeneralTrans
The GeneralTransaction object to Insert

Return Value

Type: ConneXionResult
ConneXionResult
Remarks

Required Fields

  • TAMUserName
  • TAMPassword
  • TAMCentralAgency - only if agency is on AppliedOnline
  • LicenseKey - only if agency is an Agency of Vendor
  • PolicyIndex
  • TransType
  • Amount
Examples
VB
Dim oConneXionTransaction As New ConneXion.ConneXion
Dim oTransaction As New ConneXion.GeneralTrans
Dim oResult As ConneXion.ConneXionResult

oTransaction.TAMUserName = "EXEC"
oTransaction.TAMPassword = "PSWD"
oTransaction.PolicyIndex = "ABBOJO1-1001"
oTransaction.TransType = "CAN"
oTransaction.Description = "Cancel"
oTransaction.Amount = "100.00"
oTransaction.TransPolicyNumber = "321A4709842"
oTransaction.TransEffDate = "07/05/2003"
oTransaction.TransDueDate = "07/06/2003"
oTransaction.TransDate = "05/05/2003"
oTransaction.ActgMonth = "200305"

oTransaction.ProvincialTaxType = ConneXion.GeneralTrans.EnumProvincialTaxType.TAX_SEPARATE_FROM_PREMIUM     'Canada And UK Only
oTransaction.ProvincialTaxPercent = "10"     'Canada And UK Only

oResult = oConneXionTransaction.InsertGeneralTransaction(oTransaction)

If oResult.Success = False Then
  txtGeneralTransaction.Text = "InsertGeneralTransaction is false. " & oResult.Description & oResult.TAMDescription
Else
  txtGeneralTransaction.Text = "InsertGeneralTransaction is successful. " & oResult.Description & oResult.TAMDescription
End If


'Canada And UK Only

'Note:

'If the Then agency has Provincial Tax turned On In the system the ProvincialTaxType can be Set And used.  If it Is Not turned On, even If a ProvincialTaxType Is Set, a tax transaction will Not be added.  

'If ProvincialTaxType Is set to NO_TAX, a tax transaction will Not be added. 

'If ProvinicialTaxType Is set to TAX_SEPARATE_FROM_PREMIUM a tax transaction Is added using the system default percentage, unless ProvincialTaxPercentage, ProvincialTaxAmount, Or ProvincialTaxPremium are set to something different.  If any of those are set, the tax transaction will be created based on that setting instead of the system setting. 

'TAX_INCLUDED_IN_PREMIUM works the same As TAX_SEPARATE_FROM_PREMIUM.  The difference Is If you Set ProvincialTaxPremium, it will be ignored as the UI does Not allow you to change this amount.
See Also