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ConneXionInsertFinanceTransaction Method

Inserts the finance transaction.

Namespace:  ConneXion
Assembly:  ConneXion (in ConneXion.dll) Version: 2020.0
Syntax
public ConneXionResult InsertFinanceTransaction(
	ref GeneralTransTransaction FinanceTransaction
)

Parameters

FinanceTransaction
Type: ConneXionGeneralTransTransaction
The finance transaction.

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
  • EntityId
  • EntityType
  • FinanceCompanyCode
  • PolicyIndex
  • AccountingMonth
Tip Tip

Note: Use FindFinanceableTransactions before inserting new Finance Transactions

Examples
VB
Dim oConneXion As New ConneXion.ConneXion
Dim ofin As New ConneXion.GeneralTrans.Transaction
Dim oResult As ConneXion.ConneXionResult

ofin.TAMUserName = "EXEC"
ofin.TAMPassword = "PSWD"
ofin.EntityId = "REMCO-1"
ofin.EntityType = "C"

oResult = oConneXion.FindFinanceableTransactions(ofin)

If oResult.Success Then

    ofin.TAMUserName = "EXEC"
    ofin.TAMPassword = "PSWD"
    ofin.FinanceCompanyCode = "TIFCO-1"
    ofin.Description = "Outside Financed"
    ofin.Amount = 160
    ofin.AccountingMonth = 201502
    ofin.EffectiveDate = "02/01/2020"
    ofin.EntityId = "REMCO-1"
    ofin.EntityType = "C"
    ofin.PolicyIndex = "-3001"
    ofin.InsertedByOPID = "EX"

    ofin.Transactions(0).Applied = 100
    ofin.Transactions(1).Applied = 60

    oResult = oConneXion.InsertFinanceTransaction(ofin)

    If oResult.Success Then
        MessageBox.Show("Insert was Successful " & oResult.Description & ".")
    Else
        txtResult.Text = "Number: " & oResult.Number & vbCrLf & "Desc: " & oResult.Description & vbCrLf & "TAMErrorNumber: " &
            oResult.TAMErrorNumber & vbCrLf & "TAMErroDesc: " & oResult.TAMDescription
    End If

Else
    MessageBox.Show("Couldn't find Financeable Transactions " & oResult.Description & ".")
End If
See Also