Zoho Deluge: Associate/Link an Invoice to a Sales Orderhttps://joellipman.com/articles/crm/zoho/zoho-deluge-associate-link-an-invoice-to-a-sales-order.html

10 March 2020 // // a sales order has been created, get its ID (required) and reference (optional) r_NewSoDetails = r_CreateSO.get("salesorder"); v_NewSoID = r_NewSoDetails.get("salesorder_id"); v_NewRefNum = r_NewSoDetails.get("salesorder_number"); // // build up a...

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

Zoho Creator: Download uploaded file and attach to Sales Order in Zoho Bookshttps://joellipman.com/articles/crm/zoho/zoho-creator-download-uploaded-file-and-attach-to-sales-order-in-zoho-books.html

15 May 2020 be lowercased) but descriptive. For this test I will call it "myconnector". Ensure that as a minimum, the scope ZohoBooks.salesorders.CREATE is ticked. Click on "Authorize" Read the notice saying Creator would like access to bla bla bla and click on...

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

Zoho CRM & Zoho Books: Custom Related Lists Delugehttps://joellipman.com/articles/crm/zoho/zoho-crm-zoho-books-custom-related-lists-deluge.html

30 July 2021 v_QuoteRefID = "0"; v_CrmOppID = "0"; v_OwnerName = ; v_AppLinkName = ; v_FormLinkName = ; v_ViewLinkName = ; if(!isnull(salesorder.get("salesorder_id"))) { v_CreatorSoID = salesorder.get("salesorder_id"); } v_SearchCriteria = "Sales_Order_ID==\"" +...

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

Zoho Inventory: Mark a package slip as delivered and shippedhttps://joellipman.com/articles/crm/zoho/zoho-inventory-mark-a-package-slip-as-delivered-and-shipped.html

14 July 2022 displays as an on/off switch). My connection here called "jl_inventory" has the minimum required scopes: ZohoInventory.salesorders.READ ZohoInventory.packages.READ ZohoInventory.shipmentorders.CREATE ZohoInventory.shipmentorders.READ // // init (put...

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

ZohoAnalytics & ZohoBooks: Custom Related List from Analyticshttps://joellipman.com/articles/crm/zoho/zohoanalytics-zohobooks-custom-related-list-from-analytics.html

09 July 2024 Function: Map Related_Purchase_Orders( Map salesorder , Map organization , Map user , Map page_context ) Label: Related Purchase Orders Trigger: Displays on Sales Order record Purpose: To display related POs linked by a custom Sales Order lookup field...

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

ZohoCRM to ZohoBooks: Please ensure that the shipping_address has less than 100 characters.https://joellipman.com/articles/crm/zoho/zohocrm-to-zohobooks-please-ensure-that-the-shipping_address-has-less-than-100-characters.html

22 September 2021 Sales Order m_BooksCreateSO.put("date",zoho.currentdate); // // push to ZohoBooks r_CreateSO = zoho.books.createRecord("salesorders",v_BooksOrgID,m_BooksCreateSO,"ab_books"); // output response info r_CreateSO; // read response...

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

ZohoDeluge: Check Shipment Status via DHL APIhttps://joellipman.com/articles/crm/zoho/zohodeluge-check-shipment-status-via-dhl-api.html

21 March 2023 + r_ZohoShipment.get("tracking_number"); info "SO-Ref: " + r_ZohoShipment.get("salesorder_number"); info "Tracking #: " + r_ZohoShipment.get("tracking_number"); // // send request r_DhlShipmentDetails = invokeurl [ url :v_Endpoint type :GET...

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

ZohoCRM Webhook: Create ZohoInventory Records from an eBay orderhttps://joellipman.com/articles/crm/zoho/zohocrm-webhook-create-zohoinventory-records-from-an-ebay-order.html

27 April 2023 (Joel Lipman) - Check if ebay Order ID already exists on system to determine whether to update or create. - Check if SalesOrder already exists on system to determine whether to update or create. - Check if Invoice already exists on system to determine...

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

Zoho Books / Inventory: Get Item Rate from a Price Book/Listhttps://joellipman.com/articles/crm/zoho/zoho-books-inventory-get-item-rate-from-a-price-book-list.html

23 May 2024 // // evaluate v_BooksOrgID = organization.get("organization_id"); // // loop through line items for each m_LineItem in salesorder.get("line_items") { r_BooksItem = zoho.inventory.getRecordsByID("items", v_BooksOrgID, m_LineItem.get("item_id"),...

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