Author Topic: View customer transactions in QB  (Read 749 times)

yanirgv

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View customer transactions in QB
« on: March 07, 2012, 10:00:35 AM »
I would like to go from FM client page directly to the client on QB "Customer & Job" page (using TXNID or FullName).
Basically like the "View in QB" script is going from FM to a specific invoice on QB.
If I can not go to the "Client and Job" page, I would like to go to the client report - showing all transactions.

I looked on IDN page, but can't figure it out for the life of me...

Thanks!

YanirG

Geoffrey Gerhard

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Re: View customer transactions in QB
« Reply #1 on: March 15, 2012, 11:52:26 AM »
The "View in QB" can open the "Edit Customer" window in QB using the ListDisplayMod request, but that doesn't move the focus in the Customer Center to that customer, which I assume is what you're looking for.

You can, however, open a report that shows all of a Customer's Transactions as long as you have the Customer's QB ListID value. There may be more than one way to do this, but this works as long as you replace my fake field reference with a field or variable that supplies a valid Customer List ID:

PCQB_ZExecute( "" ;
"<GeneralDetailReportQueryRq>
     <GeneralDetailReportType>TxnListByCustomer</GeneralDetailReportType>
     <DisplayReport>true</DisplayReport>
     <ReportDateMacro>All</ReportDateMacro>
     <ReportEntityFilter>
          <ListID>" & yourTO::CustomerListID & "</ListID>
     </ReportEntityFilter>
</GeneralDetailReportQueryRq>"
)


HTH!

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