Close Order when Revenue has been Disbursed

Questions about and code samples for automation process code snippets within Select.
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Joined: Tue Jan 08, 2019 7:20 pm

Close Order when Revenue has been Disbursed

Post by B_Hinote » Fri Mar 29, 2019 3:45 pm

I am considering the use of Automation to change the Order Status to Closed when our Fees have been disbursed and the Orders Status is "Inprocess" or "Hold".

As I see it I could use native automation conditions to check the order status and would have to use a code snippet to identify if all Fees (i.e. Revenue) have been disbursed and then a second code snippet to change the status.

Is this something that automation can/should handle and do you happen to know of any examples out there that may get me headed in the right direction?

Thank you

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Re: Close Order when Revenue has been Disbursed

Post by BobRichards » Tue Apr 02, 2019 10:21 am

This is possible with Automation Code Snippets. However, the level of programming capability to interact with Select on a API interface level is challenging in this environment. Working with an a order and changing order properties is relatively simple (such as checking order status or changing status properties). In order to determine the posted/etc. status of transactions would use the ITransactionsManager and is a moderate to advanced topic.

Also (and perhaps most important?), developing complex code in an Automation Snippet is very time consuming due to the lack of a developer's environment. This is beyond the original design for this area.

Unfortunately this request is beyond the scope of what can be done on the DevForum. For assistance, please contact the Custom Development Group by calling the SoftPro main number at 800-848-0143 or Custom Development - SoftPro.
Bob Richards, Software Developer, SoftPro

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