Hi,
I’m having trouble creating a bank format conversion solution in ByDesign. I am following the instructions contained in the documentation kindly provided by a member of the SCN community for a bank statement in a CSV format:
https://www.dropbox.com/s/c66z7078ro8ohmx/Implement%20Bank%20Statement%20Import%20Format%20in%20ByDStudio_V1.pdf
I have been working on the coversion script file when I realised that there may be an issue with the current release of ByDesign. I am not able to configure/set the payment methods when setting up the business configuration in the SDK.
Below are two screenshots of the step in which the bank statement mapping schemas are set up, in the example from the given documentation it should be possible to assign Payment Methods to each transaction code, however when I attempt to set up the configuration in my solution there is no such option available.
Configuration as in documentation:
Configuration currently available in studio:
I thought I might be able to fine tune the payment method through the business configuration work center (which is possible with most other bank statement formats), however this is also not possible, since the BankStatementFormat bco seems to have its ability to be fine-tuned removed since the time in which the documentation has been written.
If anyone has discovered a work-around or a solution to this problem I would really appreciate the help, since the automatic payment method mapping is probably the most important function of the conversion solution and I imagine that this is a problem encountered with many ByDesign customers.