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AR Payments (AR Cash Receipts)

Visual Mapping​

ServiceTitan and Spectrum AR Payments Visual Mapping
note

Agave Sync exports AR Payments to Spectrum in an Unposted status.

To see unposted AR Payments in Spectrum, go to Spectrum's Sitemap and select Accounts Receivable-->Data Entry-->Cash Receipts / Adjustment.

The following Info-Link tables are required when syncing AR Payments from or to Spectrum:

  1. CR_CASH_RECEIPT_TRAN_MC
  2. CR_CASH_RECEIPT_TRAN_DET_MC
  3. CR_CASH_RECEIPT_GL_HIST_MC
  4. CR_CASH_RECEIPT_GL_DETAIL_MC
  5. CR_TRANSACTION_MC

For details on enabling Info-Link tables for your user, see Steps 2.7 in our Spectrum authentication guide.

Default Transaction Code​

Spectrum requires a Transaction Code when creating AR Payments. Since ServiceTitan does not have this input, you will need to share a default Transaction Code with your Agave Account Manager. Otherwise you will receive an error that says "[Internal Agave Error] Missing setting 'spectrum.ar-payment.default-type' for Spectrum account.".

The Transaction Codes can be found from the Spectrum Sitemap by going to Accounts Receivable-->Maintenance-->Transaction:

ServiceTitan and Spectrum AR Payments Visual Mapping

ServiceTitan and Spectrum AR Payments Visual Mapping

Posted and Exported Statuses​

To sync an AR Payment, it must have a status of "Posted". Once a posted AR Payment is synced, Agave Sync changes the status to "Exported", meaning it can no longer be edited in ServiceTitan.

To learn more about batching, posting, and exporting AR Payments, see ServiceTitan's documentation.