How to Manage and Update the CPA-005 EFT File Creation Number Sequence

The CPA-005 template's 'File Creation Number' is not directly linked to the Payment File Administration record's internal ID or its standard record numbering. Instead, the template references the 'Sequence ID' field (custrecord_2663_sequence_id) from the previous Payment File Administration (PFA) record. The default visibility of this field on the form may vary depending on configuration.To manage or update the sequence for the CPA-005 template, consider the following approaches:

1. Manual Update via Form Customization

   Customize the Payment File Administration form to display the 'Sequence ID' field (custrecord_2663_sequence_id). Once visible, the field can be manually updated on the previous Payment File Administration record before recreating the payment file to ensure the sequence updates correctly.

2. Scripted Update

   Implement a script to programmatically update the 'Sequence ID' field (custrecord_2663_sequence_id) of the previous Payment File Administration record. This scripted update should occur prior to recreating the payment file to ensure the desired sequence is applied.