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* Add Finance posting domain-knowledge pilot Adds three atomic domain-rule knowledge files under community/knowledge/finance/ as a pilot for Type-A (normative) Business Central domain knowledge: post through the posting engine, treat posted ledger entries as immutable, and treat the Dimension Set ID as the source of truth for dimensions. Includes a good/bad AL sample pair for the posting rule. These encode BC-specific invariants that LLMs reliably get wrong, fitting the existing remedial/atomic knowledge grain with no schema or contract changes. Passes the repo frontmatter validator and is discovered by the knowledge index. Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com> * Clarify editable operational fields on posted ledger entries Addresses review feedback from @JeremyVyska on PR #57: the immutability rule applies to financial content, not the whole entry. Reframes the Description around financial content and gives the operational-field exception (payment/application data, on-hold, applies-to, communication fields edited via CustEntry-Edit/VendEntry-Edit and the ledger entry pages) its own paragraph in Best Practice instead of understating it as a narrow set. Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com> * Expand Finance pilot into a source-verified review domain Move Finance knowledge to the Microsoft-owned layer, add nine scoped rules with eighteen AL samples, and register bounded Finance review with complete paired evaluation coverage. Co-authored-by: Copilot App <223556219+Copilot@users.noreply.github.com> * Fix Finance review applicability and ownership boundaries Remove application-area gating and later VAT-field dependencies, align dynamic shared conventions, separate SCM ownership, and keep journal examples focused on the intended invariant. Co-authored-by: Copilot App <223556219+Copilot@users.noreply.github.com> * Remove logo branding (#194) Co-authored-by: Jesper Schulz-Wedde <jesper.schulzwedde@microsoft.com> Co-authored-by: Copilot App <223556219+Copilot@users.noreply.github.com> * Add title and description to README * Add foundational AL developer knowledge (#195) Co-authored-by: Jesper Schulz-Wedde <jesper.schulzwedde@microsoft.com> Co-authored-by: Copilot App <223556219+Copilot@users.noreply.github.com> * Clarify locale-safe DateFormula Evaluate inputs (#193) * Clarify locale-safe DateFormula Evaluate inputs Co-authored-by: Copilot App <223556219+Copilot@users.noreply.github.com> * Normalize DateFormula article sections Keep the analyzer-gap explanation in Description and its scoped probe evidence in References, without a novel Validation section. Normative guidance and fixtures are unchanged. Co-authored-by: Copilot App <223556219+Copilot@users.noreply.github.com> --------- Co-authored-by: Jesper Schulz-Wedde <jesper.schulzwedde@microsoft.com> Co-authored-by: Copilot App <223556219+Copilot@users.noreply.github.com> * Add SCM functional knowledge domain (#192) * Add SCM functional knowledge domain Introduce nine source-backed rules with original AL sample pairs, bounded SCM review routing, and complete positive/clean evaluation coverage. Co-authored-by: Copilot App <223556219+Copilot@users.noreply.github.com> * Normalize SCM knowledge and review ownership Align article and AL sample conventions, keep BC facts separate from review mechanics, and clarify reciprocal Finance ownership without bespoke shared test assertions. Co-authored-by: Copilot App <223556219+Copilot@users.noreply.github.com> --------- Co-authored-by: Jesper Schulz-Wedde <jesper.schulzwedde@microsoft.com> Co-authored-by: Copilot App <223556219+Copilot@users.noreply.github.com> --------- Co-authored-by: Jesper Schulz-Wedde <jesper.schulzwedde@microsoft.com> Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
37 lines
3.3 KiB
Markdown
37 lines
3.3 KiB
Markdown
---
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bc-version: [all]
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domain: finance
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keywords: [cust-ledger-entry, vendor-ledger-entry, detailed-ledger-entry, remaining-amount, application, unapplication, open, closed-by-entry-no]
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technologies: [al]
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countries: [w1]
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application-area: [all]
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---
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# Apply and unapply entries through the application workflow, not status flags
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## Description
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Customer/vendor settlement is a posting operation involving detailed ledger entries, not just a change to `Open` on the main entry. Remaining amounts are calculated from detailed entries. Unapplication posts correcting entries and handles application-derived effects such as discounts and currency gains/losses; deleting details or changing `Unapplied` cannot reproduce that history.
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## Best Practice
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Use `"CustEntry-Apply Posted Entries"` / `"VendEntry-Apply Posted Entries"` and the supported application or unapplication workflow. Let it check application dates, entry state, and application ordering. The `ApplyCustEntryFormEntry` / `ApplyVendEntryFormEntry` and `UnApply...LedgEntry` methods are **interactive**: users select and confirm the operation. They are not unattended "mark paid" APIs.
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For programmatic posting, use the target version's public `Apply` / `PostUnApply...` APIs with properly prepared selection and `Apply Unapply Parameters`; handle cancellation and the workflow's transaction/commit behavior. `"Applying Entry"`, `"Applies-to ID"`, and `"Amount to Apply"` are legitimate application-preparation fields. Do not report their writes alone, temporary buffers, supported posting/compression internals, or unrelated operational/extension fields.
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See sample: [`apply-ledger-entries-through-application-codeunits.good.al`](apply-ledger-entries-through-application-codeunits.good.al).
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## Anti Pattern
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Implement customer/vendor payment matching, settlement, or reopening by directly persisting `Open`, `"Closed by Entry No."`, closure amounts/dates, or detailed-entry unapplication flags, or by deleting/rewriting detailed application amounts. Require confirmed writes to existing non-temporary customer/vendor or detailed customer/vendor entries and settlement intent. Item/inventory application records belong to SCM, not this rule. Do not suggest assigning a `Remaining Amount` FlowField as a fix.
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This article owns fabricated application state. Use the [posted-financial-content rule](do-not-modify-or-delete-posted-ledger-entries.md) for original accounting-value corrections, not a second finding prescribing the same application fix.
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See sample: [`apply-ledger-entries-through-application-codeunits.bad.al`](apply-ledger-entries-through-application-codeunits.bad.al).
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## References
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- [Apply and unapply customer transactions](https://learn.microsoft.com/en-us/dynamics365/business-central/receivables-how-apply-sales-transactions-manually).
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- [Apply and unapply vendor transactions](https://learn.microsoft.com/en-us/dynamics365/business-central/payables-how-apply-purchase-transactions-manually).
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- [BCApps: customer application workflow](https://github.com/microsoft/BCApps/blob/8f7a04cb0db8aa96cb97e055c45c61aead49e280/src/Layers/W1/BaseApp/Sales/Receivables/CustEntryApplyPostedEntries.Codeunit.al).
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- [BCApps: vendor application workflow](https://github.com/microsoft/BCApps/blob/8f7a04cb0db8aa96cb97e055c45c61aead49e280/src/Layers/W1/BaseApp/Purchases/Payables/VendEntryApplyPostedEntries.Codeunit.al).
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