SoftPro Developer Forum

The other option is to subscribe to the FeeDetailChanged event notification. You get notified when a transaction is posted, voided, deleted, etc and also when you make a change to the order that affects revenue (ex. bill code changes). Here is a sample XML. Please let me know if you have any other q...

Here you go. Please let me know if you have any questions. // Add an anticipated wire to an order related ledger ILedgersManager lm = _sps.GetService<ILedgersManager>(); // find the ledger ILedgerInfo info = lm.Ledgers .Where(l => l.Name == "TestLedger" && l.TrustAccount.Code == &q...

Brian, I am pasting a sample SQL query that gives you the contact's Reference Number when you are coming from the ProTrust side. Please let me know if you have any questions. select c.ReferenceNumber from pt.[Transaction] as t inner join pt.TransactionAttribute as ta on ta.ID = t.AttributeID inner j...

Tim, I really apologize for the confusion. The code snippet I posted is intended for V3.0. It looks like you are actually going to V2.6. Unfortunately, you have to hit the database directly in V2.6 to get the check information you are looking for. You can use the following query to get all checks po...

Tim, I am posting a code snippet here that shows how you can accomplish this through our API. Please let me know if you have any other questions. NetworkCredential creds = new NetworkCredential("username", "password", "[SERVER]"); SelectServer selectServer = new SelectS...

Here you go, // Create a check transaction for an order related ledger ILedgersManager lm = _sps.GetService<ILedgersManager>(); // find the light weight ledger instance of the ledger ILedgerInfo ledgerInfo = lm .Ledgers .Where(l => l.Name == "TestLedger" && l.TrustAccount.Code == &...

Transaction.TrustAccountingDate:
Equivalent field in V3.x is ITransaction.SystemPostedOn


Transaction.TransferToFromID:
Equivalent field in V3.x is

• ILedgerTransferOutTransaction.TransferIn for a transfer out transaction
  ILedgerTransferInTransaction.TransferOut for a transfer in transaction

Brian,

Can you please try this,

// Set the HUD line
split.Tags.Add(new Tag("HUDLine", line.Number.ToString()));

Here you go, ILedgersManager lm = _sps.GetService<ILedgersManager>(); ILedgerInfo ledgerInfo = lm.Ledgers .Where(l => l.Name == "MyOrderLedger" && l.TrustAccount.Code == "TestAccount") .SingleOrDefault(); if (ledgerInfo != null) { // Load the full ledger object IOrderLedg...

Brian, If it is a proform-generated transaction you are trying to update, PGT rules will run to keep the order and the ledger (transactions) in sync. PGT rules also run when an order is saved. There are several scenarios when PGT rules acquires a lock on the order (Ex. SendToHUD\EMD). My guess is th...