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Assuming invoiced is required, the following 6 results were found.

  1. ZohoCRM Client Script: On Change of Dropdown: Subform Rewrite: REST Functionhttps://joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-client-script-on-change-of-dropdown-subform-rewrite-rest-function.html

    template:'spinner', message:'Re-writing Invoice Line Items...' }); // reset the subform of Invoiced Items ZDK.Page.getField('Invoiced_Items').setValue([]); // execute REST API function with parameters var o_Params = {}; var o_Headers = {};...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *

  2. Zoho CRM: Update Opportunity Type as New or Existing Businesshttps://joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-update-opportunity-type-as-new-or-existing-business.html

    that picks up the change in status at the sales order level and where the sales order has been completed (fulfilled or invoiced). This will then see if any other opportunities were won against this account and then update the opportunity related to this...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *

  3. Zoho CRM Client Script: Map Quote to Invoicehttps://joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-client-script-map-quote-to-invoice.html

    // get the quote values (if linked - note this is a custom lookup field on the invoice) var o_InvoicedQuote = ZDK.Page.getField('Quote').getValue(); // go down this route if a quote is specified (they were on the quote and clicked on the plus next to...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *

  4. Zoho Analytics: Determine profits from invoices and purchase ordershttps://joellipman.com/articles/crm/zoho/zoho-analytics/zoho-analytics-determine-profits-from-invoices-and-purchase-orders.html

    task was to determine the cost of each item purchased; including shipping and tax. The second is to associate these to the invoiced items and work out the profit. The third is to group by the sales person, date, and customer so as to generate meaningful...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Analytics
    • Language: *

  5. ZohoCRM & Xero: Function to pull most recent invoiceshttps://joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-xero-function-to-pull-most-recent-invoices.html

    == v_InvoiceTotal,"Paid in Full","Partially Paid"); } m_UpsertCrmInvoice.put("Status",v_CrmInvoiceStatus); v_XeroInvoiceDate = m_ThisInvoice.get("Date"); d_XeroInvoiceDate =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *

  6. ZohoCRM & Xero: Function to pull most recent quoteshttps://joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-xero-function-to-pull-most-recent-quotes.html

    / Rejected"); m_TranslateStatuses.put("ACCEPTED","Approved by Customer"); m_TranslateStatuses.put("INVOICED","Converted to Sales Order"); m_TranslateStatuses.put("DELETED","Cancelled / Rejected"); // // Xero Tax Rates translated to Zoho Tax Rate (manual...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
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