Search found 10 matches

by KWoods
Tue Nov 01, 2022 11:16 am
Forum: Integration Development
Topic: Unlocking a ledger for a Void
Replies: 2
Views: 2585

Re: Unlocking a ledger for a Void

Thanks! I was able to get it to work by checking the Revenue Ledger and unlocking it as well. I got the Revenue Ledger name from the RelatedTransferDescription field associated to the TransactionInfo of the LedgerTransferOut. ITransactionsManager tm = userObject.sps.GetService<ITransactionsManager>(...
by KWoods
Mon Oct 31, 2022 4:51 pm
Forum: Integration Development
Topic: Unlocking a ledger for a Void
Replies: 2
Views: 2585

Unlocking a ledger for a Void

So, I have an issue that occurs when unlocking a ledger for a void. I check the ledger in the code to see if it is dormancy locked and it says it is not. if(ledger.IsDormancyLocked) { PERFUTIL.Log("Ledger " + ledger.Name + " is Locked"); ledger.IsDormancyLocked = false; lm.ApplyC...
by KWoods
Wed Mar 16, 2022 9:59 am
Forum: Integration Development
Topic: Unlock Dormant Ledger
Replies: 4
Views: 812

Re: Unlock Dormant Ledger

You need to apply the changes to the ledger.

Code: Select all

ledger.IsDormancyLocked = false;
ledgersManager.ApplyChanges(ledger);
by KWoods
Wed May 19, 2021 2:46 pm
Forum: Integration Development
Topic: SPS Version Number
Replies: 1
Views: 667

SPS Version Number

Is there a way to get the version number of the SoftPro release in the API? I want to be able to show what version the order was created with.
by KWoods
Thu Apr 29, 2021 3:52 pm
Forum: Integration Development
Topic: EnableProFormGeneratedTransactions
Replies: 3
Views: 821

Re: EnableProFormGeneratedTransactions

If you could also assist with how to emulate clicking Generate Pending Transactions and select the pending disbursement to the B contact to pull it into the Register. That would be helpful.
by KWoods
Thu Apr 29, 2021 2:24 pm
Forum: Integration Development
Topic: EnableProFormGeneratedTransactions
Replies: 3
Views: 821

EnableProFormGeneratedTransactions

Hello, I am trying to disable this option on the Register, but it seems that no matter what I do it does not work the same as the UI. What I want to do is create an order with no Trust Account. Then go to the Register and unclick the Proform Generate Transactions check box. This way I only get the p...
by KWoods
Mon Feb 22, 2021 5:49 pm
Forum: Crystal Report Development
Topic: Reserved Order Number Report in API
Replies: 2
Views: 2450

Re: Reserved Order Number Report in API

I did get this figured out. I had to Create the reserved orders using an OrderReservation and OrderReservationBatch. Added the OrderReservationBatch to the OrderReservation and then created with the IOrderStore. Pertinent bits below: IOrderStore os = userObject.sps.GetService<IOrderStore>(); OrderRe...
by KWoods
Mon Feb 22, 2021 2:52 pm
Forum: Crystal Report Development
Topic: Reserved Order Number Report in API
Replies: 2
Views: 2450

Reserved Order Number Report in API

Is there a way to generate the Reserved Order Number Report(DOC_SPUNR_ReservedOrdersByProjectID) in the API? I am able to generate a report by using a GUID from a previously generated report, but would like to be able to generate the GUID in the API and then get the report using that new GUID. Is th...
by KWoods
Thu Nov 19, 2020 3:36 pm
Forum: Custom Order Rules
Topic: Endorsement Custom Field
Replies: 3
Views: 2568

Re: Endorsement Custom Field

I'm sorry, I should have been more clear. I am using C#. I am not as familiar with python.
by KWoods
Thu Nov 19, 2020 12:38 pm
Forum: Custom Order Rules
Topic: Endorsement Custom Field
Replies: 3
Views: 2568

Endorsement Custom Field

I am trying to set the value of a custom field and need some assistance.

The field is on the Title>Endorsements page.

The Field code is {{Order.Title.Endorsements.ExceptionNumbers287_FNF#}}
Can you give a code snippet of how I can access this value?
CustomField.jpg
CustomField.jpg (197.7 KiB) Viewed 2568 times
Thank you