[Event Request] New IntegrationEvent in procedure SendDocToCartera of codeunit 12

[ccastro-pwd]

Why do you need this change?

The current implementation of SendDocToCartera only handles Invoice documents. Partners need a supported extension point to add/override logic so Credit Memos (and potentially other document types in the future) can be sent to cartera following custom business rules.

Describe the request

Requested Change

Introduce a new IntegrationEvent raised at the end of SendDocToCartera, with sufficient context (journal line, ledger entries, doc type, buffer) to allow subscribers to:

• Detect when the standard logic has processed the document.
• Add complementary logic to handle Credit Memos and other scenarios.
• Optionally modify related entries if needed.

Affected Object

• Object: Codeunit 12 (e.g., Gen. Jnl.-Post Line in classic NAV/BC naming).
• Spanish Version
• Procedure: SendDocToCartera

Current Procedure (for reference)

procedure SendDocToCartera(GenJnlLine3: Record "Gen. Journal Line"; var VendLedgEntry4: Record "Vendor Ledger Entry"; var CustLedgEntry4: Record "Cust. Ledger Entry"; DocType: Option Sale,Purchase; var CVLedgEntryBuf4: Record "CV Ledger Entry Buffer")
var
    PaymentMethod: Record "Payment Method";
begin
    if (not PaymentMethod.Get(GenJnlLine3."Payment Method Code")) or
        (not PaymentMethod."Invoices to Cartera") or
        (GenJnlLine3.Amount = 0) or (CVLedgEntryBuf4."Remaining Amount" = 0)
    then
        exit;
    case GenJnlLine3."Document Type" of
        GenJnlLine3."Document Type"::Invoice:
            begin
                GenJnlLine3.Description :=
                  CopyStr(
                    StrSubstNo(Text1100006, GenJnlLine3."Document No."),
                    1,
                    MaxStrLen(GenJnlLine3.Description));
                GenJnlLine3."Bill No." := '1';
                case DocType of
                    DocType::Purchase:
                        begin
                            DocPost.CreatePayableDoc(GenJnlLine3, CVLedgEntryBuf4, BillFromJournal);
                            VendLedgEntry4."Document Situation" := VendLedgEntry4."Document Situation"::Cartera;
                            VendLedgEntry4."Document Status" := VendLedgEntry4."Document Status"::Open;
                        end;
                    DocType::Sale:
                        begin
                            DocPost.CreateReceivableDoc(GenJnlLine3, CVLedgEntryBuf4, BillFromJournal);
                            CustLedgEntry4."Document Situation" := CustLedgEntry4."Document Situation"::Cartera;
                            CustLedgEntry4."Document Status" := CustLedgEntry4."Document Status"::Open;
                        end;
                end;
            end;
    end;
end;

Proposed Event Signature

Add the following event at the end of SendDocToCartera (after standard processing), using var where partners may need to adjust entries:

[IntegrationEvent(false, false)]
local procedure OnAfterSendDocToCartera(
    var GenJnlLine: Record "Gen. Journal Line";
    var VendLedgEntry: Record "Vendor Ledger Entry";
    var CustLedgEntry: Record "Cust. Ledger Entry";
    DocType: Option Sale,Purchase;
    var CVLedgEntryBuf: Record "CV Ledger Entry Buffer")
begin
end;

Placement

Raise the event as the last statement of the procedure, e.g.:

// ... existing logic

OnAfterSendDocToCartera(GenJnlLine3, VendLedgEntry4, CustLedgEntry4, DocType, CVLedgEntryBuf4);

Rationale

• Partners need to extend cartera handling to include Credit Memos without modifying base code.
• An OnAfter... event fits standard extensibility patterns and avoids altering standard behavior.
• Passing the same records by var provides maximum flexibility (e.g., updating statuses or descriptions).

Backward Compatibility

• No breaking change: The event is additive.
• Existing behavior for invoices remains unchanged.
• Partners can opt in by subscribing to the event.

Acceptance Criteria

• Event OnAfterSendDocToCartera exists in codeunit 12 and is raised at the end of SendDocToCartera.
• Event parameters include: GenJnlLine, VendLedgEntry, CustLedgEntry, DocType, CVLedgEntryBuf.
• Event parameters for records are var to allow adjustments.
• Standard invoice logic continues to work without regression.

Labels

• Type: Enhancement
• Area: Posting / Cartera
• Extensibility
  Internal work item: AB#616765

[AleksandricMarko]

✅ Analysis complete - approved for implementation

---

Implementation:

Add a new integration event OnAfterSendDocToCartera at the end of the SendDocToCartera procedure in Codeunit 12 "Gen. Jnl.-Post Line". The event will be raised after all standard cartera processing completes, providing partners the ability to extend cartera handling for Credit Memos and other document types.

Location in SendDocToCartera procedure (around line 8444):

procedure SendDocToCartera(GenJnlLine3: Record "Gen. Journal Line"; var VendLedgEntry4: Record "Vendor Ledger Entry"; var CustLedgEntry4: Record "Cust. Ledger Entry"; DocType: Option Sale,Purchase; var CVLedgEntryBuf4: Record "CV Ledger Entry Buffer")
var
    PaymentMethod: Record "Payment Method";
begin
    if (not PaymentMethod.Get(GenJnlLine3."Payment Method Code")) or
        (not PaymentMethod."Invoices to Cartera") or
        (GenJnlLine3.Amount = 0) or (CVLedgEntryBuf4."Remaining Amount" = 0)
    then
        exit;
    case GenJnlLine3."Document Type" of
        GenJnlLine3."Document Type"::Invoice:
            begin
                GenJnlLine3.Description :=
                  CopyStr(
                    StrSubstNo(Text1100006, GenJnlLine3."Document No."),
                    1,
                    MaxStrLen(GenJnlLine3.Description));
                GenJnlLine3."Bill No." := '1';
                case DocType of
                    DocType::Purchase:
                        begin
                            DocPost.CreatePayableDoc(GenJnlLine3, CVLedgEntryBuf4, BillFromJournal);
                            VendLedgEntry4."Document Situation" := VendLedgEntry4."Document Situation"::Cartera;
                            VendLedgEntry4."Document Status" := VendLedgEntry4."Document Status"::Open;
                        end;
                    DocType::Sale:
                        begin
                            DocPost.CreateReceivableDoc(GenJnlLine3, CVLedgEntryBuf4, BillFromJournal);
                            CustLedgEntry4."Document Situation" := CustLedgEntry4."Document Situation"::Cartera;
                            CustLedgEntry4."Document Status" := CustLedgEntry4."Document Status"::Open;
                        end;
                end;
            end;
    end;
    
    OnAfterSendDocToCartera(GenJnlLine3, VendLedgEntry4, CustLedgEntry4, DocType, CVLedgEntryBuf4);  // <-- New event
end;

Event Publisher (add at the end of the codeunit with other events):

[IntegrationEvent(false, false)]
local procedure OnAfterSendDocToCartera(
    var GenJnlLine: Record "Gen. Journal Line";
    var VendLedgEntry: Record "Vendor Ledger Entry";
    var CustLedgEntry: Record "Cust. Ledger Entry";
    DocType: Option Sale,Purchase;
    var CVLedgEntryBuf: Record "CV Ledger Entry Buffer")
begin
end;

---

File: GenJnlPostLine.Codeunit.al