AMC Banking 365 BC - Custom Automatch CU

The automatch process in the Payment Reconciliation Journal in AMC Banking is, by default, executed using an automatch codeunit developed by AMC Banking. This codeunit supports matching of outgoing payments, incoming payments, and bank transaction fees, and can be configured individually for each bank account.

In most cases, the default automatch codeunit meets the requirements of the majority of companies. However, there may be scenarios where implementing a custom automatch codeunit is beneficial.

This document provides a simple example of how to develop your own custom automatch codeunit.

The intended audience for this document is developers with experience in AL development and a basic understanding of Microsoft Dynamics 365 Business Central, including customers, vendors, and their respective ledger entries.

Limited support from AMC Banking staff

When implementing your own custom automatch codeunit or using the standard Business Central automatch codeunit, AMC Banking support is limited to the information provided in this document only.

This is because responsibility and insight into custom automatch codeunits and the standard automatch functionality reside with the Business Central reseller.

Using the standard Business Central automatch codeunit

You can set the Bank Account."AMC EF Automatch Custom CU" field on the Bank Account Card to standard BC Automatch codeunit . In this case, the standard Business Central automatch codeunit will be used for automatching in the Payment Reconciliation Journal.

Basic rules for custom automatch codeunit implementation

The custom automatch codeunit below provides a simple example of how to implement your own automatch logic using the Payment Reconciliation Journal tables.

To run your custom automatch codeunit within AMC Banking 365 BC,
you must follow these rules:

1. Ensure that your codeunit object number is specified on the Bank Account Card in the field Bank Account."AMC EF Automatch Custom CU".

2. Ensure that your custom automatch codeunit includes the EventSubscriber section, as shown in the custom automatch codeunit example.

3. Ensure that your custom automatch codeunit refers to
   Table No. = "Bank Acc. Reconciliation Line".

AL Code example for Custom Automatch

This guide explains how to use a custom automatch codeunit in AMC Banking 365 BC.
The custom codeunit is executed during Automatch in the Payment Reconciliation Journal and allows you to control how bank transactions are matched and handled.