I would like to create Bill on the fly with SDK. I have got huge product list in my proprietary application. I would like to add there product to bills as line item. Should I create product in QBO prior to creating bill or I'm able to add nonexistent products on the fly? Which is the easiest ways to create a bill if I don't want to load all of my services into QBO?
Should I create product in QBO prior to creating bill
Yes.
or I'm able to add nonexistent products on the fly?
No.
Which is the easiest ways to create a bill if I don't want to load all of my services into QBO?
Create the service in QBO whenever it is needed by a bill.
Related
I am building an application that creates Teams for my training classes and I can Create a Group, make it a team, and then add the required folks to the Members list. I want to be able to differentiate between "students" and "facilitators" for reporting and management.
I have found /api/v1/teams/{0}/memberTags/ but I don't seem to be able to call it directly or find it in the SDK documentation.
Is this API available?
Teams Tags are currently in the Graph beta
https://learn.microsoft.com/en-us/graph/api/resources/teamworktag
Tags provide a flexible way for customers to classify users or groups based on a common attribute within a team. For example, a Nurse or Manager or Designer tag will enable users to reach groups of people in Teams without having to type every single name.
Tags are scoped at the Team level.
When a tag is added, users can #mention it (#tag) in a channel in that team . Everyone who has been assigned that tag will receive a notification just as they would if they were #mentioned individually. Users can also use a tag is to start a new chat with the members of that tag.
No, there’s no API for this now .
Check here to Manage tags in Microsoft Teams app. We will keep you posted once this feature is available through API.
I'm a new comer to Microsoft Dynamics CRM 2013 and I've self-learned in high-level to customise the CRM.
I have created a custom entity called "Project" which have two 1:N relationships to Accounts and Contacts. In create form for Project, instead of having two sub-grids for accounts and contacts can I create a single sub-grid which can have accounts and contacts as a single list? And also the user need to be able to add an account or a contact to the list as well.
Thanks.
It is not possible to create a sub-grid that contains different type of records (in your case accounts and contacts).
You still need to use 2 sub-grids.
Guido is right. OOB no. I guess with a little stretch of imagination and little pixie dust you can. So what you need is a) Custom Entity called Project_Accounts_Contacts. Add 3 lookup fields to this entity 1) Project(Required) 2) Account (optional and c)Contact (Optional). This entity is maintained for creating this single list only at any given time. You will have to have workflows that takes care adding and removing Accounts and Contacts to this entity. Create subGrid based on this entity and you have a single list of Accounts and Contacts. You can do some realy fancy stuff with manipulating the FetchXML of the view used for this SubGrid. If this is what the customers want, this one way of accomplishing a composite subgrid.
Good luck.
I am working with the Intuit Web Connector.
I am able to add customers using "customerAdd" and by using "openBalance" it creates an invoice.
I have tried everything to make it create an invoice number (the invoice that gets created has no number, just blank).
I would also like to have the item, qty and description.
Is this a job for "invoiceAdd"?
Thanks for looking.
If you're trying to create an Invoice, you should be using InvoiceAdd.
The only time you should be using OpenBalance is if the customer has an outstanding balance that's not the result of an invoice that you'll have in QuickBooks. e.g. if you're migrating from another accounting platform, you might have an open balance for someone when moving from the other system.
Beyond that, you should never be creating customers with an OpenBalance.
Instead, create an actual invoice. Here are some examples:
qbXML examples
InvoiceAdd example
I'm new to the Jira admin side of things after having used it in a previous company as an end-user for several years. We are using the standard Jira workflow. The scenario I'm struggling with is the following. I'm attempting to match some of the functionality of our old-proprietary issue database. Right now I'm using many of the standard Jira fields, with only two new custom fields (both single Select Lists populated manually by me):
1) Customer = customer name who sent the new issue email to our support team
2) Customer Contact = the main customer contact, currently populated by the custom list
I created these two custom fields because we have external customers who call or email issues they have using our hosted software. Currently our system creates a simple new issue when a customer sends an email to our support email account. Our support team then goes in and cleans up the data and makes sure that all the required Jira fields have data, the comments are good, reproducible steps, etc. (Currently we do not strip out the customer domain name to auto-populate the Customer custom field, but I might try doing that soon.)
Our support team is asking that I add the following two new customer fields:
3) Customer phone number
4) Customer connection / login info
What I would like to implement is a system that goes something like this:
Customer name gets inputted (either automatically by grabbing domain name of customer email address or manually by our support team) into the Customer custom field. Customer name selected should be "pushed" into the Customer Contact Select List to help sub-select values for that particular customer.
The Customer Contact Select list should be "smart" or dynamic in that some pre-processing is done where the Customer name is grabbed so that it doesn't show ALL customers contacts for the tech support person to select, it just shows them the customer contacts for the customer that was selected.
Along with the filtered customer contacts, I would want to only see the Customer phone number for the contact that was populated in the Customer Contact select list.
And finally I would want to see the Customer connection information for the particular Customer that was selected.I've done this type of smart combo boxes in the past when I created Java / Database applications, so I have a feeling that this is possible in Jira. I'm just looking for the easiest way to implement this. It seems like there might be some external plugins that might help do this (ex. the values for the Custom fields are stored in a database table so they can be queried and the proper filtered result sets can be populated into the select lists.), or maybe using post functions (update issue), etc. But before I spent more effort investigating, I know this sort of thing has to be somewhere common and wanted to ask the Jira admin experts what the best practice would be for this type of functionality in custom fields. Please share your experience with how to solve this type of scenario. Thanks in advance!
Here is the way that tells how to import multiple options at once. Probably that would help u.
https://answers.atlassian.com/questions/92385/importing-project-from-another-jira-instance-how-do-we-mass-import-custom-field-multi-select-options?page=1#92622
EDIT
and here is the complete code to update another select list using new select list.
How to add new values to select list field in jira dynamically or using plug-in
I am currently trying to create a site that filter the content based on AD groups divide by company names.
Any suggestions?
I figured it out myself. It was very simple.
Create individual lists for each company
Add the web part of each individual lists to a page
permission them by Target Audiences.