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MYOB Acumatica - Pencil payment link configuration guide for Sale Orders

Target: Guide for suppliers to configure Pencil payment link of Sales Orders for MYOB Acumatica account

Target: Guide for suppliers to configure Pencil payment link of Sales Orders for MYOB Acumatica account

  1. Install latest Pencil customisation package for MYOB Acumatica
    1. Download latest customisation package
      1. Login to Pencil as supplier
      2. Download customisation package file URL:
        https://app.pencilpay.com/integrations/myob/myob_advanced/download_package_file
    2. Import customisation package to MYOB Acumatica account:
      1. Login to MYOB Acumatica using full access user account
      2. Go to Customisation → Publish Customisation
      3. Click IMPORT button → Choose File → Select the customisation package file downloaded at step 1.a.ii → Click UPLOAD


         
         
      4. Publish the latest customisation
        1. Click on the project name of the newly uploaded customisation at step 1.b.iii
        2. Click Publish button → Click on Publish Current Project action.



           
           
  2. Update Sale Order report so641010
    1. Download and install Acumatica Report Designer
      1. Acumatica guid URL: https://help.acumatica.com/(W(2))/Help?ScreenId=ShowWiki&pageid=7b59f7ec-4153-48c9-95e3-5764e440f4dd
      2. Must have the role Report Designer
      3. File template SO641010.rps
         
        ServiceUrl|https://xxx.myobadvanced.com/ ReportName|SO641010.rpx User|<username>@<tenant login name>
    2. Add Pencil payment link to Sales Order report - SO641010
      1. Open Acumatica Report Designer
      2. Click File → Open From Server
        1. Fill in the required information:
          1. Web service URL
          2. Login user details with Report Designer role
        2. Click Load reports list button
        3. Select so641010 report
        4. Click OK button
      3. Add controls for Pencil payment link which can be added to the report as a button, a link or a QR code:
        1. Pay with PencilPay button (recommended):
          1. Download pay_with_pencilpay.png file: [URL will be updated soon]
             
             
             
             
             
          2. On the Properties tab of the Properties pane, select the report1 Report object from the drop-down list to select the report form, and do the following:
            1. In the Data > EmbeddedImages property, click the More button to open the Embedded Images dialog box.
            2. In the dialog box, click the New image ... button, select the pay_with_pencilpay.png file.
            3. Click OK button to close the Embedded Images dialog box.
          3. Add a TextBox control to the position you want to show the Pay with PencilPay button.
          4. Properties:
            1. Appearance → Value: <Empty>
            2. Appearance → Style → BackImage → Source: Embedded
            3. Appearance → Style → BackImage → Image: pay_with_pencilpay
            4. Behavior → NavigateUrl: =[SOOrder.UsrPpSoPencilPaymentLinkUrl]
            5. Behavior → Target: _blank
            6. Behavior → Visible: False
            7. Behavior → VisibleExpr: =[SOOrder.UsrPpSoPencilPaymentLinkUrl] <> null
            8. Layout → Size (optional): 160px, 29px
        2. QR code:
          1. Add a PictureBox control to the position you want to show the QR code for Pencil payment link on the report.
          2. Data → Source: Barcode
          3. Data → BarcodeType: QRCode
          4. Data → Value: =[SOOrder.UsrPpSoPencilPaymentLinkUrl]
          5. Behavior → QRCodeSettings → CodeSize: 64
          6. Behavior → Visible: False
          7. Behavior → VisibleExpr: =[SOOrder.UsrPpSoPencilPaymentLinkUrl] <> null
          8. Layout → Size: 64px, 64px
        3. Pay with PencilPay link:
          1. Add a TextBox control to the position you want to show the Pay with PencilPay link.
          2. Properties:
            1. Appearance → Value: Pay with PencilPay
            2. Appearance → Font (optional): Arial; 12px;
            3. Appearance → TextAlign (optional): Center
            4. Appearance → VerticalAlign (optional): Top
            5. Behavior → NavigateUrl: =[SOOrder.UsrPpSoPencilPaymentLinkUrl]
            6. Behavior → Target: _blank
            7. Behavior → Visible: False
            8. Behavior → VisibleExpr: =[SOOrder.UsrPpSoPencilPaymentLinkUrl] <> null
            9. Layout → Size (optional): 128px, 16px
      4. Click File → Save To Server
        1. Fill in required information
          1. Web service URL
          2. Login user details with Report Designer role
        2. Click OK button
      5. Test
        1. Login to MYOB Acumatica
        2. Go to Sales Orders
        3. Create and release a new sales order
        4. Open the newly created sales order
          1. Select FINANCIAL tab
          2. The Pencil Payment Link input is located under PAYMENT INFORMATION section


             
             
        5. Click Print Order action (in more actions ...) to open so641010 screen

           
           
        6. Click on Pencil Payment Link (Pay with PencilPay) added at step 2.b.iii
  3. Update Sales Order email template Sales Orders
    1. Login to MYOB Acumatica account
    2. Go to Email Templates - Screen ID SM2040PL
    3. Find and open Sales Orders template related to Sales Order
      1. Add ((UsrPpSoPencilPaymentLinkUrl)) variable where you want to show the Pencil Payment Link in the email content

         
         
         
         
    4. Click Save button to save the change
    5. Test
      1. Go to Sales Orders
      2. Select an Open sales order
      3. Click on Send Email action (in more actions ...)
      4. Click SELECT TEMPLATE button → select Sales Orders template related Sales Order
      5. Fill in required information
        1. From
        2. To
        3. Subject
      6. Double check the Pencil payment link added at step 3.d is included in the email content
      7. Click SEND button