[Shopify] Automatic Transaction Posting #6515

Tautvydas-Labarauskas · 2026-02-06T12:46:23Z

Summary

This PR introduces automatic posting of Shopify order transactions as general journal lines when posting invoices and credit memos connected to Shopify Orders in Business Central.

Changes

New Functionality:

Automatic posting setup fields in "Shpfy Payment Method Mapping" table and page: Added "Post Automatically", "Auto-Post Jnl. Template" and "Auto-Post Jnl. Batch" fields.
Visibility for transactions which will be automatically posted: Added field "Auto-Post Enabled" to "Shpfy Order Transaction" table and "Shpfy Order Transaction" page.
Automatic post of order transactions: When posting sales order, related shopify order transactions are created as cust. ledger entries if auto-post is enabled for those transactions.
Automatic post of refund transactions: When posting sales cr. memo, related shopify refund transaction is created as cust. ledger entry if auto-post is enabled for that transaction.

Prerequisites to post transactions automatically:

In "Shpfy Payment Method Mapping", "Post Automatically" is set as true, "Auto-Post Jnl. Template" and "Auto-Post Jnl. Batch" fields are filled in.
Transaction relates to "Shpfy Payment Method Mapping" which is set up for automatic post.

Tests:

Added ShpfyAutoPostTransTest.Codeunit.al (ID 139614) with tests for:

Auto-Post Jnl. Batch validation when journal batch has a balancing account number.
Auto-Post Jnl. Batch validation when journal batch does not have a balancing account number.
Auto-Post Jnl. Batch validation when value is empty.
Successfully automatically posting Order Transaction when Post Automatically is set to true.
Not posting Order Transaction when Post Automatically is set to false.
Successfully automatically posting multiple Order Transactions when Post Automatically is set to true.
Successfully posting only transactions linked to auto post Payment Method Mapping and not posting non linked transactions.
Successfully automatically posting Refund Transaction when Post Automatically is set to true.
Successfully posting sales order when error occurs in posting of the Transaction.

Fixes # AB#620951

Summary This PR introduces automatic posting of Shopify order transactions as general journal lines when posting invoices and credit memos connected to Shopify Orders in Business Central. Changes New Functionality: • Automatic posting setup fields in "Shpfy Payment Method Mapping" table and page: Added "Post Automatically", "Auto-Post Jnl. Template" and "Auto-Post Jnl. Batch" fields. • Visibility for transactions which will be automatically posted: Added field "Auto-Post Enabled" to "Shpfy Order Transaction" table and "Shpfy Order Transaction" page. • Automatic post of order transactions: When posting sales order, related shopify order transactions are created as cust. ledger entries if auto-post is enabled for those transactions. • Automatic post of refund transactions: When posting sales cr. memo, related shopify refund transaction is created as cust. ledger entry if auto-post is enabled for that transaction. Prerequisites to post transactions automatically: • In "Shpfy Payment Method Mapping", "Post Automatically" is set as true, "Auto-Post Jnl. Template" and "Auto-Post Jnl. Batch" fields are filled in. • Transaction relates to "Shpfy Payment Method Mapping" which is set up for automatic post. Tests: • Added ShpfyItemAttrAsOptionTest.Codeunit.al (ID 139540) with tests for: o Auto-Post Jnl. Batch validation when journal batch has a balancing account number. o Auto-Post Jnl. Batch validation when journal batch does not have a balancing account number. o Auto-Post Jnl. Batch validation when value is empty. o Successfully automatically posting Order Transaction when Post Automatically is set to true. o Not posting Order Transaction when Post Automatically is set to false. o Successfully automatically posting multiple Order Transactions when Post Automatically is set to true. o Successfully posting only transactions linked to auto post Payment Method Mapping and not posting non linked transactions o Successfully automatically posting Refund Transaction when Post Automatically is set to true. o Successfully posting sales order when error occurs in posting of the Transaction.

github-actions · 2026-02-06T12:46:54Z

Could not find linked issues in the pull request description. Please make sure the pull request description contains a line that contains 'Fixes #' followed by the issue number being fixed. Use that pattern for every issue you want to link.

AndreiPanko · 2026-02-06T14:38:52Z

Adding link to work item

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duichwer · 2026-02-08T13:37:28Z

src/Apps/W1/Shopify/App/src/Transactions/Codeunits/ShpfyAutoPostTransactions.Codeunit.al

+        GenJournalLine.SetRange("Shpfy Transaction Id", OrderTransaction."Shopify Transaction Id");
+        GenJournalLine.SetRange("Automatically Posted", true);
+        if GenJournalLine.FindFirst() then begin
+            GenJournalLine.SendToPosting(Codeunit::"Gen. Jnl.-Post");


If Post with Job Queue is enabled on the GLSetup then the lines won't be posted directly and the lines might be deleted before the actual posting.

duichwer · 2026-02-08T13:39:41Z

src/Apps/W1/Shopify/App/src/Transactions/Codeunits/ShpfySuggestPayments.Codeunit.al

+    [EventSubscriber(ObjectType::Codeunit, Codeunit::"Gen. Jnl.-Post", 'OnBeforeCode', '', false, false)]
+    local procedure OnBeforeCode(var GenJournalLine: Record "Gen. Journal Line"; var HideDialog: Boolean)
+    begin
+        if GenJournalLine."Automatically Posted" then


Have you thought about using manual event binding to skip the dialog instead of a boolen field in the general journal line?

You could simple use manual event binding for the posting process in Shpfy Auto Post Transactions

Tautvydas-Labarauskas requested a review from a team as a code owner February 6, 2026 12:46

github-actions bot added AL: Apps (W1) Add-on apps for W1 From Fork Pull request is coming from a fork labels Feb 6, 2026

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github-actions bot added this to the Version 28.0 milestone Feb 6, 2026

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[Shopify] Automatic Transaction Posting #6515

[Shopify] Automatic Transaction Posting #6515

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