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SMF - Just Installed!

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 61 
 on: May 31, 2017, 04:04:37 PM 
Started by Admin - Last post by Admin
The Core5 Starter Edition is now compatible with FM Books Connector Online Edition server-side plug-in. See below for full version history for this release.

Version History for 1.0.2.0:
- This solution is now compatible with FM Books Connector Online Edition Server-side plug-in
- Added a status field for QuickBooks items to mark as active or inactive
- Added ID_Item_Quickbooks field to Sales Line Items table with a lookup from the related item
- Additional error capturing for invoice integration with QuickBooks
- Resolved an issue where items that were imported from QuickBooks could not be deleted in Core5
- Miscellaneous issues and enhancements
- Updated QuickBooks push scripts to include the Notes in the Statement Memo
- Updated QuickBooks import scripts to pull status  (active or inactive) for items
- Updated all import scripts to delete the existing records and then import all items as new records.

For more information, please visit: www.core5crm.com. To order the FM Books Connector Online server side plug-in with your Core5 CRM call 760-510-1200 or email sales@productivecomputing.com

 62 
 on: May 31, 2017, 03:49:03 PM 
Started by markjeffords - Last post by Geoffrey Gerhard
You should be able to link your Invoice and/or InvoiceLines to the SalesOrder(s) and/or SalesOrderLine(s).

There are a couple relevant nodes:
- LinkToTxnID links the Invoice to a SalesOrder.
- The InvoiceLineAdd::LinkToTxn node has both the SalesOrder TxnID and the SalesOrderLine TxnLineID

There are a couple tricks to the link--take a look a the thread in this forum called "Linking a Bill Line Item to an Invoice Line Item" to see if you get any insight. Feel free to post back if you get stuck.

Geoffrey Gerhard
Creative Solutions Incorporated
14000 Creekside Drive
Matthews, NC  28105
704) 814-6852

 63 
 on: May 31, 2017, 01:18:02 PM 
Started by smcgovern - Last post by Geoffrey Gerhard
The reply seems to suggest a misunderstanding--none of the ItemQueryRequests allow you to pass a Custom Field value, but that's not what you're trying to do. Try again, and explain that the problem is extracting the Custom Field values from the Query Response.

HTH!

Geoffrey Gerhard
Creative Solutions Incorporated
14000 Creekside Drive
Matthews, NC  28105
704) 814-6852

 64 
 on: May 31, 2017, 12:29:10 PM 
Started by smcgovern - Last post by smcgovern
So I did reach out to Productive Computing and received this response:

From what I see in Intuitís OSR, there arenít any custom fields available when making requests for ItemInventoryQuery. Please check the OSR and verify which fields are available for ItemInventoryQuery under SDK version 13 under the qbXML format:
https://developer-static.intuit.com/qbSDK-current/Common/newOSR/index.html

I must be confused as the XML does show the return value for the Custom Fields.


 65 
 on: May 31, 2017, 12:19:24 PM 
Started by markjeffords - Last post by markjeffords
Update- we have pushed A Sales Order over and we Invoiced it. All good except that it does not CLOSE out the Sales Order or show that it has been Invoiced. Something with linking the two is not possible??

 66 
 on: May 31, 2017, 11:56:55 AM 
Started by markjeffords - Last post by markjeffords
Hi All, 10 years ago I implemented FMBOOKS connector in a FileMaker solution where we did not send our FileMaker Sales Orders to QB. We just Created Invoices off of the FileMaker Sales Orders and pushed to QB. Now we have a need to push the SalesOrders over to QB and to Invoice. Is it possible to do both from FileMaker. It seems I remember a linked Sales Order issue where you could not do this back then. Any help greatly appreciated!

 67 
 on: May 30, 2017, 07:34:05 AM 
Started by smcgovern - Last post by Geoffrey Gerhard
So it's still crashing?

Are there Custom Fields defined that might contain a value?

Have you contacted Productive Computing to see if this is a bug?

Using an Xpath filter in PCQB_ZParseXML on the result of PCQB_SGetXML( "Response" ) also lets you grab custom field data. It avoids the inner Loop and the need to open RelatedRecords, but Xpath has a bit of a learning curve.

HTH!

Geoffrey Gerhard
Creative Solutions Incorporated
14000 Creekside Drive
Matthews, NC  28105
704) 814-6852

 68 
 on: May 30, 2017, 06:22:27 AM 
Started by smcgovern - Last post by smcgovern
Geoffrey,

Thanks for catching my typo there.  Unfortunately that still did not catch the issue.  I'm copying below the XML response for one record being retrieved:

<ItemInventoryRet>
            <ListID>80001074-1393001953</ListID>
            <TimeCreated>2014-02-21T11:59:13-05:00</TimeCreated>
            <TimeModified>2017-05-17T11:54:41-05:00</TimeModified>
            <EditSequence>1484928145</EditSequence>
            <Name>AE-0001</Name>
            <FullName>AE-0001</FullName>
            <BarCodeValue>AE-0001</BarCodeValue>
            <IsActive>true</IsActive>
            <ClassRef>
               <ListID>80000012-1482244336</ListID>
               <FullName>ACES</FullName>
            </ClassRef>
            <Sublevel>0</Sublevel>
            <ManufacturerPartNumber>1110-007</ManufacturerPartNumber>
            <SalesTaxCodeRef>
               <ListID>80000001-1302541402</ListID>
               <FullName>tax</FullName>
            </SalesTaxCodeRef>
            <SalesDesc>Balcrank - PUMP, 3:1, TRANSFER, LYNX</SalesDesc>
            <SalesPrice>355.57</SalesPrice>
            <IncomeAccountRef>
               <ListID>8000012A-1392986853</ListID>
               <FullName>SALES:Sales - Automotive Equipment</FullName>
            </IncomeAccountRef>
            <PurchaseDesc>Balcrank - PUMP, 3:1, TRANSFER, LYNX</PurchaseDesc>
            <PurchaseCost>197.54</PurchaseCost>
            <COGSAccountRef>
               <ListID>8000012C-1392987211</ListID>
               <FullName>COST OF SALES:COS - Automotive Equipment</FullName>
            </COGSAccountRef>
            <PrefVendorRef>
               <ListID>800005D0-1391461881</ListID>
               <FullName>Balcrank</FullName>
            </PrefVendorRef>
            <AssetAccountRef>
               <ListID>80000128-1392986630</ListID>
               <FullName>Inventory Auto Equipment - ACES</FullName>
            </AssetAccountRef>
            <ReorderPoint>1</ReorderPoint>
            <Max>4</Max>
            <QuantityOnHand>0</QuantityOnHand>
            <AverageCost>174.71</AverageCost>
            <QuantityOnOrder>0</QuantityOnOrder>
            <QuantityOnSalesOrder>1</QuantityOnSalesOrder>
            <DataExtRet>
               <OwnerID>0</OwnerID>
               <DataExtName>Bin</DataExtName>
               <DataExtType>STR255TYPE</DataExtType>
               <DataExtValue>07-10-01-03</DataExtValue>
            </DataExtRet>
            <DataExtRet>
               <OwnerID>0</OwnerID>
               <DataExtName>Category</DataExtName>
               <DataExtType>STR255TYPE</DataExtType>
               <DataExtValue>General Auto Equipment</DataExtValue>
            </DataExtRet>
            <DataExtRet>
               <OwnerID>0</OwnerID>
               <DataExtName>Manufacturer</DataExtName>
               <DataExtType>STR255TYPE</DataExtType>
               <DataExtValue>Balcrank</DataExtValue>
            </DataExtRet>
            <DataExtRet>
               <OwnerID>0</OwnerID>
               <DataExtName>CMC_Code</DataExtName>
               <DataExtType>STR255TYPE</DataExtType>
               <DataExtValue>Repair - 54110</DataExtValue>
            </DataExtRet>
            <DataExtRet>
               <OwnerID>0</OwnerID>
               <DataExtName>ACES_Stock</DataExtName>
               <DataExtType>STR255TYPE</DataExtType>
               <DataExtValue>Yes</DataExtValue>
            </DataExtRet>
         </ItemInventoryRet>

I'm also attaching a shot of the full extraction Loops for the request. 

From what I can tell, the interior Loop for the DataExtRet is never entered into.  Hopefully someone can see my error.  I did go ahead and add all the Custom Fields to the Extract to make sure that wasn't the issue.

 69 
 on: May 26, 2017, 12:09:35 PM 
Started by smcgovern - Last post by Geoffrey Gerhard
Hard to guess why FMP crashes, but the Set Field By Name is the likely candidate--it's not pointing at a valid field name. Change "DateExtName" to "DataExtName" and see if that stops the crash. (It might not; Are there additional Custom Fields that are returned in the Query Response?)

HTH!

Geoffrey Gerhard
Creative Solutions Incorporated
14000 Creekside Drive
Matthews, NC  28105
704) 814-6852

 70 
 on: May 26, 2017, 10:06:16 AM 
Started by smcgovern - Last post by smcgovern
I think I'm getting closer.

I've been able to get the fields to populate the XML and I can see the values now.  When I try to loop through the addd fields, it is now causing Filemaker to crash.

I've attached a screenshot of my code for the loop to parse the XML.  Again any help is appreciated.



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