Sterio, Louis

I met with the engineering team, and they've confirmed a solution exists. I'll share the specifics once I have them. Additionally, this can be accomplished through the XML API. I'll provide the details shortly, and we'll ensure they are properly documented.

Adding this to doc team feedback now.

Submitter: Tierney Santoro, The Menta Education Group Business Need: : As a multi-location, single entity, we needed a way to record a customer’s purchase order number for each of our own locations based on the dimensions ‘Location’ and ‘Class’. The solution we arrived at was to create an intermediary lookup table that housed custom relationships between the customer, location, and class dimensions. The lookup table was then used to populate the PO number on order entry transactions using an API trigger call. While we are using the lookup tables for this specific use case, this same logic could be implemented for any number of use cases that require multi-criteria lookups. Pre-Requisite: Ensure that Platform Services are enabled for your account. Tool Limitations: - FAQ's: - Objects and Fields: Object: Order Numbers (Lookup Table) Relationships: Many-to-One Customer Many-to-One Class Many-to-One Location One-to-Many Order Entry Transaction Fields: Purchase Order Number (Returned Value, Text) Concatenated ID (Record Name): Notes: We use a concatenation of “Location ID” + “Class Name” + “Customer ID.” For example: “LOCATION1-TUITION-CUSTOMER1.” This allows us to utilize information from the order entry transaction to find the appropriate record. This could be pre-populated using an ‘Update Field’trigger after the record is created. • Related Relationship Fields which are auto-created Usage Steps: 1. If you do not have an application you will be adding this to, create a custom application. 2. Create the lookup object with associated relationships and fields as described above. 3. Add the object to the associate application menu so that users can enter new lookup values. 4. Update permissions to access the lookup object. 5. Open the object definition for the Order Entry Transaction. 6. Create two triggers: one to attach the related lookup record, and the second to update the returned value field. They should be listed in this order so the execute in correct sequence. Attach the related lookup record: Trigger Type: Attach related record Trigger: After Create Relationship: Lookup Table Relationship Formula: this returns the same value that was used for the ‘Record Name’ for the lookup table. (See explanation above.) return "{!SODOCUMENT.INV_LOCATION!}- {!SODOCUMENT.TUITION_TYPE!}-{!SODOCUMENT.CUSTVENDID!}" Return lookup value: Trigger Type: Intacct API Trigger: After Create Document Template: (Create new, see step 6 below.) Trigger condition formula: {!R_Menta_PO_SES_Tuition.id!} > 0; (This is the name of our relationship field on our Order Entry Transaction. Note, if no relationship exists Intacct returns 0.) Create a platform document template with the following API call: Template Type: Generic Code: {!R_Menta_PO_SES_Tuition.menta_po_number!} <update_sotransaction key="{!SODOCUMENT.DOCID!}"> <customerponumber>{!R_Menta_PO_SES_Tuition.menta_po_number!} </customerponumber> </update_sotransaction> (Updates the current order entry transactions purchase order field with the related lookup’s purchase order number.) Lookup Application.pdf Lookup Application.docx

Thank you! I add this to my schedule to review right after transform.

@AJ Gregg, That is concerning. Can you provide me the API call that worked prior to the release which is failing now? We should have a way internally to test this in the branch prior to R1. Also let me know the company ID we will need to copy it down to a dev box to test this in the prior branch.

@Steve Nay Is this something we need to coordinate with the AP PM?

The order of the fields matters here. refid is in the wrong position. This works however it looks like you have a smart rule preventing the update at this point. <function controlid="0be78e3c-47d1-4fed-ac0c-ee9a201ababc"> <update_otherreceipt key="4090"> <receiveddate> <year>2024</year> <month>01</month> <day>06</day> </receiveddate> <refid>Mateo Receipt - 256749</refid> <receiptitems> <updatelineitem line_num="1"> <amount>10.00</amount> </updatelineitem> </receiptitems> </update_otherreceipt> </function>

I will get in your demo company, test and get back to you.

We're thrilled to share the recap and video recording from our second Sage Intacct Developer Meetup, held on November 8th, 2023. It was a fantastic event filled with insightful discussions and deep dives into the latest developments in Sage Intacct. Video Recording: For those who couldn't attend or want to revisit the valuable content, we've uploaded the complete recording of the meetup. You can access the video here. Feel free to share this link with your colleagues or anyone who might be interested in Sage Intacct development. We encourage you to continue the conversation on our forum and share your thoughts, insights, and questions related to the meetup.

We're thrilled to share the recap and video recording from our first-ever Sage Intacct Developer Meetup, held on August 10th, 2023. It was a fantastic event filled with insightful discussions and deep dives into the latest developments in Sage Intacct. Video Recording: For those who couldn't attend or want to revisit the valuable content, we've uploaded the complete recording of the meetup. You can access the video here. Feel free to share this link with your colleagues or anyone who might be interested in Sage Intacct development. We encourage you to continue the conversation on our forum and share your thoughts, insights, and questions related to the meetup.

Joe, When you have a moment please confirm if you're all set now.

Look for my invite

Alright I got it to work on my side I was having the same issue. Do you have these environment variables setup and populated in both initial and current value columns? If you do I will setup a call with you so we can review.

Can you share the header values? There is a headers tab there in postman, take a screen shot of those values for me.

Joe, Email me directly with the company ID you're executing this against. I will check the logs and see if I can pull the request for you.

I just tested in my demo company and I was able to update the receiveddate. Here is my sample API call that was successful. I would recommend look at your logs and see what XML structure is being created and sent to Sage Intacct and make sure it matches this. <content> <function controlid="testControlId"> <update_otherreceipt key="1445"> <receiveddate> <year>2024</year> <month>01</month> <day>23</day> </receiveddate> </update_otherreceipt> </function> </content>

Hi there joe can you enable logging and provide the full XML request that the SDK is sending? How to enable logging

Submitter: Anonymous Business Need: Below is an example of how to use formulas in a Platform document template/trigger to sum up a field in Purchasing line items and place the total in a custom field on the header of the purchasing document. Pre-Requisite: Ensure that Platform Services are enabled for your account. Tool Limitations: Run in offline mode only FAQ's: None Installation Steps: Navigate to Platform Services->Objects. Search and select the object for your purchasing transaction definition making sure that the integration name is PODOCUMENT. Navigate to the Platform document templates section and create a new template. Give it any name and any template type. For the template body, use the below and save the template: <update_potransaction key="{!PODOCUMENT.DOCID!}"> <customfields> <customfield> <customfieldname>TOTAL_QTY</customfieldname> <customfieldvalue>#EVAL[ var total = 0; {!#LOOP_BEGIN.all#PODOCUMENTENTRY@DOCHDRID@[email protected]!} total += {!PODOCUMENTENTRY.QUANTITY!} {!#LOOP_END.all!} return total; ]</customfieldvalue> </customfield> </customfields> </update_potransaction> Navigate to the trigger section and create a new trigger of type ‘Intacct API‘. Make sure the trigger is deployed. Select the trigger activations needed. (Minimum should be ‘After create’) Give the trigger a name. Check the ‘Run offline’ checkbox. For the Document template, choose the template created in step 4. Save the trigger. Fields: TOTAL_QTY custom field on header level of purchasing transaction in scope Usage Steps: Create purchasing transaction with multiple line items and quantities

Submitter: Anonymous Business Need: Client needs a way to apply AP Payments to AP Bills. Pre-Requisite: Ensure that Platform Services are enabled for your account. Tool Limitations: Applying specific credit transactions to bills is not supported. Intacct will automatically determine which credits to draw from. Overpayment is not supported. Paying multiple bills with one payment is not supported. Each payment can only be applied to one bill at a time. FAQ's: Can payments be partially applied to a bill? Yes. Installation Steps: Login to Sage Intacct. Navigate to Platform Services > Applications > Install From XML. Browse for the "Import AP Bill Payments.xml" file and click Install. Import AP Bill Payments. Fields: Bank Account ID (One of Bank Account ID or Charge Card ID is required). Charge Card ID (See Above). Vendor ID (Required). Memo (Optional). Payment Method (Required, Values: Printed Check, Cash, EFT, Charge Card, or ACH). Group Payments (Optional, Values: true or false). Payment Date (Required). Payment Option (Optional, Values: vendor, bill, vendorpref). Document Number (Optional). Description (Optional). Payment Contact (Optional). Bill Key (Required. Must be RECORD NUMBER of AP Bill, NOT Bill number). Payment Amount (Required). Credit To Apply (Optional). Discount To Apply (Optional). Usage Steps: Create a Role called “AP Payments” and grant full access to this new module. Assign the "AP Payments" Role to any user that needs access to this tool. Populate CSV file named "create ap payment tpl." Navigate to Import AP Bill Payments > Import AP Bill Payments > Import. Browse for CSV, set Import Mode to offline, and click Next. Select Map “Appaymentrequest” and click Import. Import AP Bill Payments.xml create ap payment tpl.csv

We're thrilled to share the recap and video recording from our third Sage Intacct Developer Meetup, held on March 14th, 2024. It was a fantastic event filled with insightful discussions and deep dives into the latest developments in Sage Intacct. Video Recording: For those who couldn't attend or want to revisit the valuable content, we've uploaded the complete recording of the meetup. You can access the video here: https://drive.google.com/file/d/1SXmKpS-BbC8zphchxdBCuG7y1AaHkz4H/view?usp=sharing Feel free to share this link with your colleagues or anyone who might be interested in Sage Intacct development. We encourage you to continue the conversation on our forum and share your thoughts, insights, and questions related to the meetup.

In order to create a Sage Intacct application here you must have a valid Intacct Web license key/Sender ID. To obtain one, please reach out to your Sage Intacct account manager to inquire about details. More information here: https://developer.intacct.com/web-services/your-first-api-calls/#prerequisites

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Ron, I confirmed they are indeed accepting applications. Please fill out the form here: https://marketplace.intacct.com/BecomeAPartner

Ron, The sender credentials are provided to marketplace partners who have undergone full vetting and approval. It appears that you attempted to request additional information for a marketplace partnership but received a message stating that we are currently not accepting new applications. I will investigate further to gather more details for you. Additionally, sender IDs can be obtained by customers who have subscribed to our service. To obtain sender credentials for API integration, you must have a customer relationship or a partnership within our ecosystem.