Search found 9 matches

by lukewautier
Thu Sep 23, 2021 12:16 pm
Forum: Integration Development
Topic: Ledger Generation
Replies: 5
Views: 1119

Re: Ledger Generation

As a follow up, I see that a tag is most likely needed to set this property:

Image

Can you confirm this diagnosis and let me know if it is standard to apply any other tags or meta information when creating a ledger?
by lukewautier
Thu Sep 23, 2021 11:20 am
Forum: Integration Development
Topic: Ledger Generation
Replies: 5
Views: 1119

Re: Ledger Generation

Hey Bob, I have hit a little snag and I could use some guidance. When generating ledgers via the SDK I'm noticing that the following ledger property is not added, whereas this is always auto generated when creating a new ledger manually. https://i.ibb.co/B4CdpNb/image.png This is causing issues with...
by lukewautier
Tue Jul 20, 2021 4:33 pm
Forum: Automation Code Snippets
Topic: Automation not running
Replies: 1
Views: 780

Automation not running

I've recently setup an automation to create a task anytime a Softpro 360 transaction is updated for a specific product and the status is set to "Ready". We have had several orders returned with the "Ready" status but no tasks have been generated via the automation. Could you plea...
by lukewautier
Tue Jun 15, 2021 4:28 pm
Forum: General
Topic: Ambiguous Template Error
Replies: 2
Views: 2862

Re: Ambiguous Template Error

Thank you Bob, that pointed me in the right direction to address the issue.
by lukewautier
Mon Jun 14, 2021 5:30 pm
Forum: General
Topic: Ambiguous Template Error
Replies: 2
Views: 2862

Ambiguous Template Error

When attempting to apply a template to a newly created order I am receiving the following error message: Exception Details: SoftPro.OrderTracking.Client.Lookups.AmbiguousLookupException: The ILookups.DisambiguateLookupRow event did not handle the situation where two lookups rows had the same key fie...
by lukewautier
Mon Jun 14, 2021 9:36 am
Forum: Automation Code Snippets
Topic: 360 Email Notifications
Replies: 4
Views: 1150

Re: 360 Email Notifications

Is there any other means of creating this functionality? Notifications to the user who ordered a product in 360 seems like an important feature.
by lukewautier
Fri Jun 11, 2021 3:05 pm
Forum: Automation Code Snippets
Topic: 360 Email Notifications
Replies: 4
Views: 1150

360 Email Notifications

I've been looking into using the automations for the purpose of notifying users when their 360 transaction is ready. I can see that the filter criteria allows me to catch the event, but I'm wondering if there is a way to reference the person that ordered this transaction. I would either want to crea...
by lukewautier
Wed May 12, 2021 10:53 am
Forum: Integration Development
Topic: Ledger Generation
Replies: 5
Views: 1119

Re: Ledger Generation

Worked beautifully, thanks so much for the assist Bob!
by lukewautier
Wed May 12, 2021 9:42 am
Forum: Integration Development
Topic: Ledger Generation
Replies: 5
Views: 1119

Ledger Generation

I'm attempting to create an standalone application to automate ledger generation on a monthly basis. I'm using the code snippet below and am encountering an error on the the ledger creation routine: Operation is not valid due to the current state of the object. SoftPro.Accounting.Client.Ledgers.Ledg...