Search found 1290 matches

by BobRichards
Mon May 08, 2017 11:30 am
Forum: Integration Development
Topic: Document Generation Context
Replies: 2
Views: 813

Re: Document Generation Context

Sorry but it is not possible.
by BobRichards
Tue May 02, 2017 11:47 am
Forum: Integration Development
Topic: Get Active Ledger from WindowManager
Replies: 5
Views: 868

Re: Get Active Ledger from WindowManager

(I originally posted that we don't support this. Then another dev gave me the answer...) You need to subscribe to the "IWindowManager.ActiveDocumentChanged" event. Then in the handler, you can request properties that are specific to the type of window you are handling. The ledger windows a...
by BobRichards
Fri Apr 28, 2017 4:23 pm
Forum: Integration Development
Topic: Setting tags using IOrderItem interface
Replies: 1
Views: 612

Re: Setting tags using IOrderItem interface

I'm not sure what the problem was since you didn't include what "theTax" is. However, tags have nothing to do with it. In general, whenever you add an object to a collection, you should "new" the item then immediately add it to the collection BEFORE modifying any of its properti...
by BobRichards
Fri Apr 28, 2017 12:39 pm
Forum: Integration Development
Topic: Get Active Ledger from WindowManager
Replies: 5
Views: 868

Re: Get Active Ledger from WindowManager

Include a code snippet for what you do have so I have a starting point for your question.
by BobRichards
Fri Apr 28, 2017 12:36 pm
Forum: Integration Development
Topic: Lookup data Table Name for Contacts and Contact.People
Replies: 3
Views: 766

Re: Lookup data Table Name for Contacts and Contact.People

Sorry but it is a little beyond scope for this forum to validate that much code. However the idea of building your own cache for the table data sounds fine as long as no one adds lookups while your application runs. Also, there is no way to "preload" the order models. Select automatically ...
by BobRichards
Fri Apr 28, 2017 11:35 am
Forum: Integration Development
Topic: Get Active Ledger from WindowManager
Replies: 5
Views: 868

Re: Get Active Ledger from WindowManager

Using the IOrder to get the ledger where ss is the SelectServer object. // Get order guid. Guid orderGuid = order.Identifier.Guid; // Get light-weight ledger info object from manager. ILedgersManager ledMgr = ss.GetService<ILedgersManager>(); ILedgerInfo ledgerInfo = ledMgr.GetLedgerForOrder(orderGu...
by BobRichards
Wed Apr 26, 2017 12:06 pm
Forum: Integration Development
Topic: Lookup data Table Name for Contacts and Contact.People
Replies: 3
Views: 766

Re: Lookup data Table Name for Contacts and Contact.People

There is no direct way to get that information without access to the users in the order since the query process will automatically insert some additional information into the search criteria. But since you don't know the table name or ID, you can't use that method since it will throw an exception. T...
by BobRichards
Thu Apr 20, 2017 1:53 pm
Forum: Custom Order Rules
Topic: Prior Policy coverage amount warning
Replies: 4
Views: 1669

Re: Prior Policy coverage amount warning

In that case, I would contact your Customer Service Representative to verify your configuration settings. It works as I expect for me - but I probably forgot about some setting that is different between our systems.
by BobRichards
Thu Apr 20, 2017 9:19 am
Forum: Custom Order Rules
Topic: Prior Policy coverage amount warning
Replies: 4
Views: 1669

Re: Prior Policy coverage amount warning

There are two possible solutions to this depending on what you are trying to do. First (and easiest) is to prevent the prior policy adjustment amount calculation from using an coverage amount that is greater than the policy coverage amount. You can do this by modifying the policies in the Management...
by BobRichards
Thu Apr 06, 2017 11:00 am
Forum: Integration Development
Topic: XML config and package registration for settings
Replies: 6
Views: 1065

Re: XML config and package registration for settings

Which version of Select do you have?