I am trying to build an automated notification for sales orders.
In the message area, I need the sales order line items to be displayed in the message.
I can only get the first line item to display in the message. How do I get all the line items to display?
Message Notification
You can include information from document detail lines in notifications by adding a foreach loop to the body of the notification template in the HTML format. For instance, you can use the following construction for the Transactions view of your Sales Order:
<foreach view="Transactions”>
((Transactions.TranDesc))<br>
</foreach>
Related
I'm trying to create a Payment Item via the DocuSign API and I understand that to do so, I need to include a NumberTab and a FormulaTab. Our CRM, uses the AutoPlace functionality to place tabs on the document using the AnchorString property. A preview is shown so the user can check it before they send out the document and this all works fine.
However, when I create a new envelope, the tabs show up as a FormulaTab, not a payment item in the UI and then when I send the document, I can just complete the document without paying. The JSON I am sending across is as follows:
{"numberTabs":[{
"tabLabel":"Number Test",
"anchorString":"\\/Number 1\\/",
"anchorIgnoreIfNotPresent":"false",
"value":"1900.0",
"editable":"false",
"locked":"false",
"isPaymentAmount":"true"
}],
"formulaTabs":[{
"tabLabel":"Formula Test",
"formula":"([Number Test])",
"locked":"true",
"required":"true",
"hidden":"true",
"anchorString":"\\/PayNow\\/",
"anchorIgnoreIfNotPresent":"false",
"isPaymentAmount":"true",
"paymentDetails":{
"gatewayAccountId":"165be8b5-e212-43d4-b264-802d843f4182",
"currencyCode":"GBP",
"lineItems":[{
"amountReference":"1900.0",
"name":"AP-PACK-32 (2 days)",
"description":"32 Advisory Points",
"itemCode":346
}]
}
}]}
As I said when the document loads in DocuSign, the tab shows as a Formula tab, rather than displaying as a Payment Item so there must be something wrong with the above but I'm struggling to figure out what?
The last comment on this page: DocuSign Payments REST API create Tab gives an example, which is where I got the above from, but this doesn't work for me... Any ideas what I'm doing wrong?
EXTRA INFO
Since posting, I have now converted all amounts from strings to integers, just in case. I also tried setting the "isPaymentAmount" flag to true & false, and also leaving it out completely to no avail...
Ignore isPaymentAmount flag , it is obsolete , you can remove
it for both number and formula tab.
Formula property of Formula tab is the total amount that
needs to be charged in cents - update it to ([Number Test]) * 100
Only payment line items (Number tabs here are visible in the document) remove anchor properties for formula.
amount reference property in payment details is a reference tab label to the line item, update it to "Number Test" . This indicates that the number item is payment line item.
Business requirement is to add a simple action that when an order goes into a Backorder status, a user can click actions > send backorder notification.
I tried to accomplish this via Automation Steps.
Modify existing screen/step
Sales Order enter screen
SO Backorder step
Added action
Name Send Backorder Report
Flow on success do notification
The result was that no option appeared in the menu. I also tried various other steps. At one point the menu option appeared and worked, but then 5 minutes later disappeared
I also tried to do a report instead of an action and set field #reportID and so on as the technical tuesday article describes.
In all cases I am unable to make a simple menu option appear in any status on the sales order screen.
Images
https://www.screencast.com/t/6dTYz4VhB0J1
https://www.screencast.com/t/NeDP2SOEN1e
https://www.screencast.com/t/IQvFMF4KQhl
I'm modifying a Shipment Confirmation report and associated email Notification Template. By default on the report, I have access to some Sales Order information, but I don't see how I can get down to things like default salesperson default contact information (phone/email etc) and to the SO Line. (I'm looking to print an updated order summary with qty shipped total/qty backordered for each SO Line)
How can I add these additional data sources to the Notification Template?
I was able to add additional data to the Notification Template by adding a new view to the SOShipmentEntry_Extension graph.
To get SO Lines:
public PXSelectJoin<SOLine,
InnerJoin<SOOrderShipment, On<SOLine.orderType, Equal<SOOrderShipment.orderType>, And<SOLine.orderNbr, Equal<SOOrderShipment.orderNbr>>>>,
Where<SOOrderShipment.shipmentNbr, Equal<Current<SOShipment.shipmentNbr>>,
And<SOOrderShipment.shipmentType, Equal<Current<SOShipment.shipmentType>>>>> SOLines;
It doesn't show up in the listed datafields in the Template GUI, but it's accessible once I fiddled with the naming enough.
Is it possible to restrict the purchase order created automatically like when any dropship or special offer item selected in sales order?
I can confirm as of very recent discussions and testing with Netsuite that before submit does not trigger on automatically generated purchase orders.
We have an approvals system in place and were hoping purchase orders could be auto generated and stay pending supervisor approval but this is not possible as the before submit does not trigger.
An enhancement request has been raised by Netsuite for this functionality.
The behaviour of dropship and special order items is dependent on a checkbox. If you clear the checkbox when the order is approved then the automatic POs will not be created.
Checkbox clearing may be done by the user or may be done via a Before Submit user event script on the Sales Order.
If the need to restrict PO creation has something to do with PO vendor characteristics where you may also need to restrict general PO creation then you should extract the vendor check to a library file. that way it could be used in the SO beforeSubmit to clear the createpo flag and the PO beforeSubmit to throw an error.
You could also use the PO After Submit "specialorder" or "dropship" events to check the PO vendor after submit and delete the created PO.
However given your explanation in the comments the SO shouldn't be able to be approved. i.e. why take a drop ship order where the components are not orderable?
I looked all over and I can't see to find how to connect a script to the "close" event of the Work Order. Basically, I need to send an email to the Sales Rep for the order that is being fulfilled when the Work Order is "closed" what approach would be better? A workflow or a UserEvent, I looked at workflow as the Close button is a non-standard event. When I went to set up the workflow I didn't see Work Order as a record to attach it to. Any help would be great, thanks
I'm not 100% sure on this, but I'm sure if you did an AfterSubmit User Event, you could get the status of the Work Order. If WorkOrder == 'closed' (whatever the right status is), run your code.
Alternatively, you could build a saved search of WorkOrders that are closed. Run a scheduled script every 15 minutes that will send out an email. Upon sending out the email, tick a checkbox on the WorkOrder to remove it from your Saved Search.
JK, you should be able to build a saved search and use the Alerts feature under the Email tab. Check the box to "Send email alerts when records are created/updated" and enter the recipients in the list under that. If you want it to go only to the Sales Rep for that specific customer, as I assume you do, use the list under 'Recipients from Results' sublist. This means you can have the sales rep returned in the search and choose that field, then the alert will be sent to the relevant rep for each record. You may have to tick the 'Send on Update' option as these records returned by the search will be existing records.
In case you're not familiar with the saved search alerts functionality, the way this works is that as soon as a record of the record type that the saved search is based on meets the conditions specified in the saved search criteria, it fires the alert and emails to the list of recipients specified under 'Specific Recipients' and the result returned by the field specified under 'Recipients from Results.'
What I came to find out is that the Work Order Close status is from a Work Order Close form, in that case just the after submit event takes care of this. Thanks for all your help and sorry I took so long to post this answer