Overview
We have found out that Forte does not provide funding data for transactions processed by a 3rd party (Gateway merchants in Forte terms) back to SedonaOffice. We build our new deposit process with the understand that we would always get data on funding for all transactions submitted to Forte. This has resulted in customers that have daily batches that they can't deposit as the settlement was part of the funding process.
We have created a method to roll back from the version where we implemented this funding flow. This document explains how to accomplish this.
It is always a good idea to backup the current database before making changes.
Roll-back Process
Make sure that they have deposited ALL Forte funding batches if they have any from the new flow.
- Run the "Rollback6.2.0.3To6.1.0.61.sql" script on all active customer databases. That is, run it on all databases that are in the SedonaMaster > Company table. (Script is attached to this document)
- Run the SedonaOffice update for version 6.1.0.61 (SedonaOffice_Update_61061_Rev_8.exe)
http://files.sedonaoffice.com:8000/SedonaOffice_Files/Update_Files/SedonaOffice_Update_61061_Rev_8.exe - Log into SedonaOffice and verify Version
- Allow (the old) EFT Settlement process to run and settle transactions in the deposit batches
- Verify that batches with all transactions settled can now be deposited.
SedonaOffice will still let them know there is an update but they should not update until we have a new funding flow in place to account for these 3rd party processors.
