Search found 36 matches

by B_Hinote
Thu Nov 21, 2019 7:05 pm
Forum: Custom Order Rules
Topic: Override Invoice Line item Description
Replies: 2
Views: 30

Re: Override Invoice Line item Description

After reaching out to other sources, at SoftPro, I was finally able to put together something that works even if it is not as clean as it could be. A big thanks to Brandy Dutil for providing the details I needed to determine the source of the invoice. My results are as follows: from System import * ...
by B_Hinote
Tue Nov 19, 2019 12:47 am
Forum: Custom Order Rules
Topic: Override Invoice Line item Description
Replies: 2
Views: 30

Override Invoice Line item Description

Is there a way to retrieve the Policy Type for those Invoice Lines that are generated by the Title Insurance Premium Screen? I am trying to create a COR that overrides the Owner's Policy Description, on the Invoice, when the Order's Product Type is "TSG" or "LITGNT" and the Invoice Line was created ...
by B_Hinote
Tue Sep 24, 2019 6:56 pm
Forum: Custom Order Rules
Topic: Override Invoice Payment Validation
Replies: 1
Views: 61

Override Invoice Payment Validation

At the moment, the Invoicing Screen pops an error message of " Value must be between 0 and 999999999999.99 " when the Invoice Payment is Negative. Can a COR override this message by adding our own validation of the amount being "between -999999999999.99 and 999999999999.99"? I know the screen does n...
by B_Hinote
Thu Aug 29, 2019 2:43 pm
Forum: Custom Order Rules
Topic: Default Policy Lookup Code
Replies: 2
Views: 88

Re: Default Policy Lookup Code

Yes, that is the Policy Code. (See Attached) If I select the value from the dropdown, everything works as expected. I assume this is because selecting the item is firing a change event that is identifying that the value has been changed. However, if I set this field using the COR the Policy Code Fie...
by B_Hinote
Wed Aug 28, 2019 11:29 pm
Forum: Custom Order Rules
Topic: Default Policy Lookup Code
Replies: 2
Views: 88

Default Policy Lookup Code

I created the following basic code to try defaulting the Policy Lookup Code to a specific value, which it does. However, this apparently does not trigger the Change Event to cause the rest of the screen to be loaded. Is there a way to force the application to react to this change within a COR or is ...
by B_Hinote
Mon Aug 19, 2019 5:54 pm
Forum: Automation Code Snippets
Topic: Days since Task Completed
Replies: 5
Views: 122

Re: Days since Task Completed

Great information and advice. I could have sworn that before I started importing "datetime" or any other libraries, that I tried setting both variables as you have them now and was receiving an error indicating that ".Days" was not defined for a "datetime" field or something like that. Obviously, I ...
by B_Hinote
Thu Aug 15, 2019 11:41 pm
Forum: Automation Code Snippets
Topic: Days since Task Completed
Replies: 5
Views: 122

Re: Days since Task Completed

Although I am trying to create an Automation Snippet, as you suggested I have been working with a COR to prove out the code first. I was finally able to create the following code that produces the result I am after, but it contains hardcoded dates because everything I have tried for setting the vari...
by B_Hinote
Thu Aug 15, 2019 1:28 pm
Forum: Automation Code Snippets
Topic: Days since Task Completed
Replies: 5
Views: 122

Re: Days since Task Completed

Thanks for the suggestions. I have been able to get the code to work down to the point of determining the number of days between the Task Completed Date and Today. def Order_RelatedOrders_Value(args): over14Days = False # If Task already exists Return False, otherwise go the the next test if any(tas...
by B_Hinote
Wed Aug 14, 2019 1:19 am
Forum: Automation Code Snippets
Topic: Days since Task Completed
Replies: 5
Views: 122

Days since Task Completed

I have a situation where I need to add a Task based on several conditions, but one of them is that a specific task was completed over 14 days prior. I am not clear on the correct method to determine the number of days since between the dates as the following code is not working. Do you have any sugg...
by B_Hinote
Thu Jul 18, 2019 8:36 pm
Forum: Custom Order Rules
Topic: Module Creation - Off the wall questions
Replies: 2
Views: 105

Re: Module Creation - Off the wall questions

Thank you for providing this information, as it has definitely shed so light on a few questions I have had. I was never sure if the recommendation was to create a Module per Field/Rule or if we were to build one overall Super Module that housed all the rules being applied. I assume there may be some...