Skip to content

Brad Hassell

My feedback

2 results found

  1. 3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  Zoho Books » Automation  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    An error occurred while saving the comment
    Brad Hassell commented  · 

    OH EUREKA! Better WorkAround
    Step 1) Create "pricelist" in books so manual PO creation can access correct prices
    Step 2) Export "pricelist"
    Step 3) add multi-line Text box as custom field for each Item
    Step 4) add pricelist data as JSON for a specific item to the custom field created above in each item

    This eliminates the need to call zoho.crm.getrecords and reduces the number of deluge calls in a cunction since the data is now available when fetching an item using zoho,books.get records

    Still silly

    An error occurred while saving the comment
    Brad Hassell commented  · 

    ZOHO DEVELOPMENT TEAM:
    The following is an example at how silly this is
    To work around the inability of deluge to access "Price List" from custom function in books and because I need a custom function to be able to read this simple list of data in order to create accurate purchase orders from a custom function the following is the most simplistic work around (that does not require writing a custom API, Creator App, and most importantly NOT re-writing the custom function I use to create POs in bulk each month

    WORK AROUND:
    Step 1) Create "pricelist" in books so manual PO creation can access correct prices
    Step 2) Create field in CRM Products module to hold the exact same data, since PriceLists are also not synced to any other app
    Step 3) Use zoho.books.getRecordsByID to access items it Books and aquire Zcrm Product ID
    Step 4) Use zoho.crm.getRecordsBy ID to access the correct product in CRM, then access correct field to know the correct item price
    Step 5) Use response from Step 4 to create PO with correct price using zoho.books.createRecord

    Brad Hassell shared this idea  · 
  2. 3,051 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    Brad Hassell supported this idea  · 

Feedback and Knowledge Base