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Channel Payments Manager

RELEASE NOTES

CPM for Stripe 1.1 Release

June 15, 2022


CPM for Stripe Release Notes (Full Version)

 

Release Overview

A new Channel Payments Manager (“CPM”) application that allows for connectivity between Business Central and external payment platforms has been introduced by Suite Engine. In addition to a core architecture that facilitates the development of platform integrations, CPM features out-of-the-box integrations to commonly-used payment solutions. CPM contains the necessary setup and processing functionality to properly send information back and forth between Business Central and a connected platform:

 

Features and Functionality
  • Support for Microsoft Dynamics 365 Business Central 2022 Wave 1 (version 20) has been added to CPM for Stripe.
  • It is now possible to accept customer payments from ACH direct debit accounts. Functionality has been added to retrieve all payment methods that have been defined for a customer in Stripe
    when processing a payment in Business Central. The user can select any of these payment methods to complete the transaction.
  • When credit card information is being entered for a customer payment, it is now possible to save that credit card as new customer payment method.
  • Stripe-specific accommodations have been made to support the expansion of CPM functionality to accommodate sales orders. See the in-depth feature description for more details.

 

Corrections
  • Attempting to select the Default Payment Method field on the Stripe Credit Card Payment page before the page had finished loading would result in an error. This has been corrected.

 

Miscellaneous
  • CPM for Stripe’s default demo data load has been updated to support new features introduced with this release.

CPM for Core 1.1 Release

June 13, 2022


CPM Core Release Notes (Full Version)

 

Release Overview

A new Channel Payments Manager (“CPM”) application that allows for connectivity between Business Central and external payment platforms has been introduced by Suite Engine. In addition to a core architecture that facilitates the development of platform integrations, CPM features out-of-the-box integrations to commonly-used payment solutions. CPM contains the necessary setup and processing functionality to properly send information back and forth between Business Central and a connected platform:

 

Features and Functionality
  • A new Default Payment Method field has been added to the CPM Payment Platform table. The payment method code that is defined in this field is assigned to payment customer ledger entries that are created from the payment platform’s activities.
  • The AssistButton for the Contact No. field on the CPM Customer Link Card page now presents a list that is filtered to only include contacts that have been set up for the assigned value in the Customer No. field. Previously this list would present all contact records, regardless of the assigned customer.
  • It is now possible to accept payments in currencies other than the defined local currency in Business Central.

 

Channel Foundations

The following Channel Payments Manager Core changes will support forthcoming features and functionality for channel specific integrations:

  • Functionality has been added to support the expansion of CPM payments to sales orders in an upcoming Stripe integration:
    • It is possible to accept credit card payments for sales orders.
    • Payments can either be captured immediately or recorded as payment authorizations that will be captured at a later time.
    • Re-authorization functionality accommodates scenarios where a partial authorization amount it captured by CPM.
    • Authorization thresholds can be established that prevent the release or shipment of a sales order unless a specified authorization amount is recorded.
    • A new CPM Payments FactBox containing payment authorization and capture details has been added to the sales order card and list.

 

CPM for Stripe 1.0 Release

December 10, 2021


CPM for Stripe Release Notes (Full Version)
CPM Core Release Notes (Full Version)

 

Release Overview

A new Channel Payments Manager (“CPM”) application that allows for connectivity between Business Central and external payment platforms has been introduced by Suite Engine. In addition to a core architecture that facilitates the development of platform integrations, CPM features out-of-the-box integrations to commonly-used payment solutions. CPM contains the necessary setup and processing functionality to properly send information back and forth between Business Central and a connected platform:

Setup

  • Setup and configuration of payment platforms that specify how retrieved payments and payouts are processed in Business Central, including G/L account setup that controls how payment amounts are posted.
  • Linking of Business Central customers to external payment platform records.
  • Linking of Business Central items to external payment platform records.

 

Processing

  • Sending of customer and invoice payment activity from Business Central to external payment platforms.
  • Initiation of payment requests from Business Central.
  • Retrieval of data from external payment platforms, including:
    • Subscription invoices.
    • Payment activities.
    • Bank payouts.
  • The sending and retrieval of data can be automated through standard Business Central job queue functionality.