Is there any harm in Converting all Customers to Vendors automatically? - acumatica

I understand that Acumatica treats Customers and Vendors differently, and if you require a customer to also be a Vendor (which is often the case for us) and vice a versa, then you have convert the the Customer to a Vendor (or Vendor to a Customer). We often use the convert to vendor code on git (https://github.com/Acumatica/Acumatica-ExtendToCustomerVendorDuringImport). But my question is, is there any harm or reason not to just convert all vendors to customers and vice a versa to save our users the headache of doing this for each one later on?

There's a general answer to those types of questions. If the operation can be done in the UI by a user then it's assumed there's no harm in doing so. When an operation can't be done in UI due to a validation error it's assumed that making that change would corrupt the data.
Once the operation is confirmed to be working in the UI you can work on an automation script. These can be done with a Customization Plugin that runs when the customization project is published.
You should always do the operation using the PXGraph classes of Acumatica. For example, if you need to confirm shipments in a script you create the SOShipmentEntry graph, set the current document of the graph and invoke the confirm shipment action.
Regarding the GitHub project, I don't think it's officially maintained so you'll need to test it. One possible issue you might encounter with conversion is that you can't re-convert the vendor back to a customer once he has started making sales transactions.

Related

How to ensure data consistency between two different aggregates in an event-driven architecture?

I will try to keep this as generic as possible using the “order” and “product” example, to try and help others that come across this question.
The Structure:
In the application we have 3 different services, 2 services that follow the event sourcing pattern and one that is designed for read only having the separation between our read and write views:
- Order service (write)
- Product service (write)
- Order details service (Read)
The Background:
We are currently storing the relationship between the order and product in only one of the write services, for example within order we have a property called ‘productItems’ which contains a list of the aggregate Ids from Product for the products that have been added to the order. Each product added to an order is emitted onto Kafka where the read service will update the view and form the relationships between the data.
 
The Problem:
As we pull back by aggregate Id for the order and the product to update them, if a product was to be deleted, there is no way to disassociate the product from the order on the write side.
 
This in turn means we have inconsistency, that the order holds a reference to a product that no longer exists within the product service.
The Ideas:
Master the relationship on both sides, which means when the product is deleted, we can look at the associated orders and trigger an update to remove from each order (this would cause duplication of reference).
Create another view of the data that shows the relationships and use a saga to do a clean-up. When a delete is triggered, it will look up the view database, see the relationships within the data and then trigger an update for each of the orders that have the product associated.
Does it really matter having the inconsistencies if the Product details service shows the correct information? Because the view database will consume the product deleted event, it will be able to safely remove the relationship that means clients will be able to get the correct view of the data even if the write models appear inconsistent. Based on the order of the events, the state will always appear correct in the read view.
Another thought: as the aggregate Id is deleted, it should never be reused which means when we have checks on the aggregate such as: “is this product in the order already?” will never trigger as the aggregate Id will never be repurposed meaning the inconsistency should not cause an issue when running commands in the future.
Sorry for the long read, but these are all the ideas we have thought of so far, and I am keen to gain some insight from the community, to make sure we are on the right track or if there is another approach to consider.
 
Thank you in advance for your help.
Event sourcing suites very well human and specifically human-paced processes. It helps a lot to imagine that every event in an event-sourced system is delivered by some clerk printed on a sheet of paper. Than it will be much easier to figure out the suitable solution.
What's the purpose of an order? So that your back-office personnel would secure the necessary units at a warehouse, then customer would do a payment and you start shipping process.
So, I guess, after an order is placed, some back-office system can process it and confirm that it can be taken into work and invoicing. Or it can return the order with remarks that this and that line are no longer available, so that a customer could agree to the reduced order or pick other options.
Another option is, since the probability of a customer ordering a discontinued item is low, just not do this check. But if at the shipping it still occurs - then issue a refund and some coupon for inconvenience. Why is it low? Because the goods are added from an online catalogue, which reflects the current state. The availability check can be done on the 'Submit' button click. So, an inconsistency may occur if an item is discontinued the same minute (or second) the order has been submitted. And usually the actual decision to discontinue is made up well before the information was updated in the Product service due to some external reasons.
Hence, I suggest to use eventual consistency. Since an event-sourced entity should only be responsible for its own consistency and not try to fulfil someone else's responsibility.

Updating Custom Entity fields automatically when/with a diff Custom Entity fields are updated

I have 2 custom entities ex: Building and Business in CRM on-premise. Building has multiple Units/Suite #'s and each Unit/Suite# is occupied by a Business. If a Building Unit/Suite is under renovation, then the Business has to be temporarily closed.
How can i automatically update Business Open/Close when Building Unit/Suite status changes? The update does not need to happen instantly. I need search around 20000 records to update the correct Business entity. Also there are fields in Business like start and end date which is retrieved from Building and Closure duration is updated with end(minus)start date.
Is Plugins the only way and how can i achieve it using plugins! How difficult would it be, impact on server and i am mid level C# dev. Please provide any links in the right direction. The env is 2011 on-prem
Thank you very much !!!
A straightforward solution can be built with a plugin. A synchronous plugin can update the status changes to the Business entity immediately and (in the PreOperation or PostOperation stage of the Update message) even within the same database transaction.
Generally speaking, with plugins you can build the most efficient and seamlessly integrated business logic possible.
However, often you can actually achieve pretty much the same using a workflow. Some advantages of building workflows:
Does not require a skilled software developer to build;
Workflows can be modified ('configured') quickly.
Execution of workflows can be postponed (e.g. until a condition is met or a date has passed).
Some downsides of workflows are:
In CRM 2011 your code always runs asynchronously, outside of the original database transaction;
Some time may pass until the action takes place; the user does not get immediate feedback;
Querying and selecting related data is limited to n:1 relationships (from the n-side to the 1-side, not vice versa);
Execution of workflows requires more resources than plugins;
Extensive use of workflows can easily lead to spaghetti systems that are really hard to maintain and perform bad.
In your scenario it looks like the requirements for selecting the appropriate Business record are too complex to handle in a workflow. In a workflow you basically can only navigate from one record to the other by following lookup references on the record at hand. This means you can only get from one record to the other when there is a n:1 relationship and when you navigate from the n-side to the 1-side.
In plugins you do not have this limitation; there you can write a QueryExpression or Linq-query to get the records you need. So, in your case a plugin seems to be the right choice to me.

How to ease updating inferno with web performance test scripts

Updating can performance test script e.g. with LoadRunner can take a lot of time and be quite frustrating. If there has been some updates with the applications, you usually have to run the script and then find out what has to be changed, update and run again and so on. Does anyone have some concrete best practices how to ease this updating inferno? One obvious thing is good communication with developers.
It depends on the kind of updates. If the update is dramatic, like adding new fields for user to fill in, then, someone has to manually touch up the test scripts.
If, however, the update is minor, for example, some changes to the hidden fields or changes to the internal names of user-facing fields, then it's possible to write a script that checks the change and automatically updates the test script.
One of the performance test platforms, NetGend, automatically takes care of the hidden fields and the internal names of user-facing fields so it's very easy to create a script to performance-test a HTML form. Tester only needs to fill in the values that he/she would have to enter using a browser, so no correlation is necessary there. Please send me a message if you need to know more about it.
There are many things you can do to insulate your scripts from build to build variability. The higher up the OSI stack you go the lower the maintenance charge, but the higher the resource cost for the virtual user type. Assuming changes are limited to page level resources and a few hidden fields here and there for web sites or applications, then you can record in HTML mode. You blast the EXTRARES sections as the page parser in HTML mode will automatically parse the page and load the page resources even without an explicit reference - It can be a real pain to keep these sections in synch if you have developers who are experimenting quite a bit.
Next up, for forms which have a very high velocity in terms of change consider the use of a web_custom_request() for the one form. You can use correlation statements to pick up all of the name|value pairs as needed and build the form submit dynamically. There will be a little bit more up front work for this but you should have pay offs at around the fourth changed build where you would normally have been rebuilding some scripts.
Take a look at all of the hosts referenced in your code. Parameterize all of these items. I have a template that I use for web virtual users which pairs a default value and the ability to change any of the host names via the control panel extra attributes section. Take a look at the example for lr_get_attrib_string() for how you might implement the pickup and pair that with a check for NULL and a population with a default value in your code
This is going to seem counter intuitive, but comment your script heavily for changes that are occurring often so you know where to take the extra labor change up front to handle a more dynamic data set.
Almost nothing you do with any tool can save you from struuctural changes in the design and flow of the app, such as the insertion of a new page in the workflow, but paying attention to the design on the high change pages, of which there are typically a small number, can result in a test code with a very long life.
Of course if your application is web services based then there is a natual long life to the use of exposed public services. Code may change on the back end of the service, but typically the exposed public interface is very stable.

Dynamics CRM 2011: custom entity fields that calculate something

I need certain custom entity fields to calculate and display values based on operations on the data in the system.
For example an a booking system implementation with contacts and custom entity: tickets. There is a one-many relationship between contact and tickets.I would like to create a field that calculates and displays in the contact form:
frequent flyers: more than 10 tickets bought.
a field that displays yes or no based on whether a first class ticket has ever been purchased. Ticket ref would start with say, FCxxx
If this isn't possible perhaps someone could suggest an alt method for displaying this info?
This is possible and you have some ways to do that: Workflow or Plug-in.
If you make a lot of calculations i think the best way is doing a plug-in. You can register in post create event of tickets entity and there you can make all this calculations and update the custom fields of contact entity.
You can check some tutorials about developing a plug-in:
http://mscrmshop.blogspot.pt/2010/10/crm-2011-plugin-tutorial.html
http://msdn.microsoft.com/en-us/library/gg695782.aspx
http://crmconsultancy.wordpress.com/2010/10/25/plugins-in-crm-2011/
Specific information about registering a plug-in:
http://msdn.microsoft.com/en-us/library/hh237515.aspx
In SDK you can find more examples.
As far I'm aware, it's not possible to achieve without coding. So, if you're looking for a way to customize it by mousing, you might be just out of luck.
If you wish to display that information upon retrieval of the a customer, it's probably fastest to get it using JavaScript. You can add a custom script to onload event. However, that means that you'll have to write JavaScript so if you're not into coding you'll have problems.
If you do know how to code, perhaps creating a plugin with C# is the most preferred way (that's what I'd do at least). The advantage of that lies in extensibility, should you realize that you wish to perform more operations.
Also, if you wish to store the computed values, you'll have to go with a plugin. Otherwise, only GUI operations will perform the computations. If a program will enter/retrieve data in the background, you can't rely that the values will be computed, unless you listen to the messages of Retrieve, Create etc.

What are the core essential features of a bug tracker software? [duplicate]

This question already has answers here:
Closed 11 years ago.
Possible Duplicate:
What should a good BugTracking tool be capable of?
Although there is a large set of features that a bug tracker can have I feel like it is a little overkill and was considering rolling out my own solution. With that being said I didn't want to remove any core functionality that might be used frequently with existing solutions.
The ones I can think of so far:
- creating bugs
- assigning bugs
- closing bugs
- adding description to the bug
Thanks!
Communication between the developer and the user.
Ability for the user to assign certain bits of information such as severity (how much that bug relates to them).
Ability for the developer to override that priority and, if possible, give a reason.
Ability to assign tasks to a developer.
Ability to sort between bug, enhancement, and feature request. The difference between an enhancement and feature request is very subtle but VERY important.
Ability to attach files (such as screen shots)
Ability to have custom fields (such as being able to select which OS, which service pack level, application version, etc).
Ability to have custom user profiles which also give detailed information about their hardware. It's also nice to be able to have the users phone number (if they are on your LAN) so you can ask questions, if needed.
Privacy. Some items, such as security exploits or information that deals with financial information, will need to be kept secret. Even OSS does this from time to time until they can get a patch ready. Everyone has their own rules.
Ability to show the changes between revisions so you can email out a Change Log so users know what you have and have not done.
Reminders about which items are left undone and are assigned to you / unassigned at all.
That's all I can think of...
A good search engine.
It's amazing how many bug tracking products that cost thousands of dollars get this horribly wrong.
Without a really decent search your bug tracking is more like a "bug logging" - log and forget - system which is pretty much useless.
create a bug
close a bug
this is sufficient for closure over the life-cycle of a 'bug' entity. Whether it is enough features for your purpose is another matter.
Take a look at the features of Mantis, choose the features that you need, calculate how long it would take you to write them, and then spend your time on something more useful unless you absolutely have to create your own. ;-)
For most systems like a bug tracking one, it's usually not the creation or editing of the data that makes the system useful. It all comes down to how easily you can navigate through the information to 'add-value' on top of just collecting the data.
Think about the people who will use the system, the programmers, managers, etc. For each group of people, what type of information will make it worth their while to come back to the system over and over again. How can you make it easier for them to get this information?
Collecting information is easy, adding value to it is the hard part.
Paul.
A bug tracker is nothing more than a list of things that need to be done.
It can be as simple as a text file in the software's directory to a fully fledged bug tracker with hundreds of users.
Start with what you need to work with, then expand as needed.
Use Jira, you'll be in good hands.
Here are some important features:
Assign priority to bug (e.g. critical, major, medium, minor, trivial)
Assign bug to a specific release in which it will be fixed
Watcher functionality (so you can be e-mailed when the status changes)
Workflow (i.e. who is working on it, what's the status)
Categorization, Prioritization, and Standardization.
And an easy way to query it so that you can reap the rewards of your hard work on the above three.
Also, make sure whatever you do is extensible! We always decide to add/edit our bug templates during the project depending on needs/fires.
There are a lot of great solutions out there, you probably don't need to roll your own.. But either way you're going to have to make the same decisions. We use a solution that allows us to roll our own templates, so at the beginning of every project we revisit this same discussion.
FWIW: When we rolled our own request tracking system, we built it around procmail and our existing internal web authentication system because we wanted it to be extremely unobtrusive to use: we just send e-mails to the developers (using group aliases if we want) and add a "[t]" to the subject to open a ticket. The recipients get a modified e-mail with the original request and an additional link to the web page that displays the ticket and allows them to close it with 1 mouse click. So the most common tasks are performed through the e-mail client (opening, requesting more information, replying, ...), although there is also a simple web interface for searching etc.
It took only a few hours to write and after more than 34000 request tickets in 7 years or so, I guess it's OK to claim that it has only the essential core features:
create a ticket (by e-mail with marked subject)
close a ticket (clicking on the link in the e-mail, then clicking on "done")
all communication goes over e-mail, not through a web interface(!)
people who were recipients or sender of the original e-mail (opening ticket) are notified about closed tickets ("Subject: <old subject> closed by <someone>" + link to ticket in the body, enough information for most people so they don't have to go look which ticket/bug that was etc.)
a simple web interface provides a search function for own/open/sent/team tickets
Notable absent features that might be needed for a bigger development team / more intense software development:
flexible status for the tickets (dupe, wontfix, reopened etc.)
priorities
reassigning tickets explicitly (in our dev team, the e-mail just gets resent to the unlucky guy who has to do it)
adding comments to the ticket that don't get sent to everyone
assigning the bug to a particular version of the software
YMMV, but it has worked very well for us so far, both for bugs and for simple requests that the sender wants to keep track of.
Define bug.
Thinking about that will most likely make you realize that you're gonna spend a lot of time "rolling your own".
This might be a little beyond what you had in mind, but for me, integration with source control is a must-have. To be able to view the diffs between versions associated with a bug/issue is very handy.
Please please please don;t spend much time "rolling your own". Your time is better spent researching and learning to use real tracking systems.
Some to look at
Trac, Bugzilla and FogBugz. The last one has free hosted solution for small (one or two man shops?) companies.
SO has lots of threads about this topic.
Try not to roll your own unless it is just a word doc or a spreadsheet. Any time you spend making your own is a TOTAL waste.
EDIT
Since you won't be dissuaded, then I'll maybe add some things others have not mentioned.
You need reporting functionality - users need to be able to run queries and they should be able to select the fields they want to "view".
Workflow/lifecycle of a defect is also a good feature. (basically a state machine of the states the defect will go through. ) In fact, this is a useful exercise for you to define all your use cases and functionality. Given that you are in college and did not start out as aa CS major, I doubt you will come up with many on your own. Take some time to browse the feature lists and demos of existing products.
Ability for emails to be sent to various interested parties.
Anonymous users able to see a SPECIFIC defect that they entered
Different access levels and authorities (admin, manager, developer, tester, end-user)
Our bug tracking system is one of the two essential links between my company and our customers ("live" product reviews where existing customers are encouraged to suggest improvements and user interface tweaks being the other).
A bug tracking system must, first and foremost, encourage trackable "dialogs" with your customers. It must answer the question "Have you fixed the problem (defined broadly) that I have been having yet?"
It must have (in no particular order):
A short description of the problem or feature request (the title)
Room for an extended description
The ability to attach files/images (screenshots)
The ability to prioritize bugs/features
The ability to categorize entries as bugs, features, inquiry, etc.
The ability to assign bugs/features to areas (UI, database, documentation, etc.)
he ability to assign bugs/features to products (we track bugs on five products)
The ability to assign bugs/features to releases ("to be fixed in version 5.1")
The ability to assign bugs/features to people (developers/writers)
The ability to assign bugs/features to customers (reporters)
The ability to re-assign to a different person (developer)
The ability to Resolve bugs/features (mark them as finished and ready for testing)
The ability to mark resolution status (fixed, won't fix, can't reproduce, etc.)
The ability to Close bugs/features (take them off list after resolution & testing)
The ability to Reopen bugs/features (restore to "Open" if testing fails)
The ability to inform customers the bug has been resolved (e.g. via email)
Date and Time stamp on every step (Open, Resolve, Close, Re-open)
The ability to report on the number of Open bugs! (how close to release are we?)
The ability to show bug reports versus resolutions
The ability to search on bugs/features by date, priority, product, person, etc.
The ability to list and sort bugs for easy scanning!
Those are the things that we typically use in our system (FogBugz). While this may seem like a long list, we really do use every feature that I've listed here!

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