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Re: Setting the Trust Account for an order via the API
Posted: Thu Dec 12, 2019 11:14 am
by BobRichards
If you open the order via API, does the "TrustAccountId" tag exist in the Order object's tag collection? Is the guid value a valid trust account?
Re: Setting the Trust Account for an order via the API
Posted: Thu Dec 12, 2019 12:37 pm
by dlerickson
In both cases, the answer is "yes." What I'm doing is providing a dropdown list to a user with possible trust accounts, the data for which is pulled as such:
Code: Select all
var accountsManager = SelectServer.GetService<IAccountsManager>();
var trustAccounts = accountsManager.TrustAccounts
.Where(x => x.Enabled)
.ToList();
The user selects one of these, and the code to set the order to that Trust Account is as such:
Code: Select all
order.SetTag("TrustAccountId", TrustAccount.ID.ToString()); // TrustAccount is the user-select Trust Account object here
I'm also calling ApplyChanges immediately after this, in an outer scope.
Re: Setting the Trust Account for an order via the API
Posted: Wed Apr 29, 2020 11:43 am
by uwdoug79
So we only have 1 trust account so I wanted to set it directly but this does not appear to be working.
order.SetTag("TrustAccountId", "WICTUSB7743");
should this work ??
Doug
Re: Setting the Trust Account for an order via the API
Posted: Wed Apr 29, 2020 11:52 am
by BobRichards
A TrustAccount.ID is a guid value that we store as a string. You will have to do a lookup of the trust account name to get the guid.
Code: Select all
IAccountsManager accountsManager = SelectServer.GetService<IAccountsManager>();
ITrustAccountInfo trustAccountInfo = accountsManager.TrustAccounts
.Where(x => x.Code == "WICTUSB7743")
.FirstOrDefault();
order.SetTag("TrustAccountId", trustAccountInfo.ID.ToString());