put (v_NewSoItemID + "|" + v_NewSoLineItemQuantity + "|" + v_NewSoLineItemRate ,r_NewLineItem. v_NewSoLineItemQuantity = r_NewLineItem.for each r_NewLineItem in r_NewSoDetails.// build up a reference map from the line items of the newly created sales order.// a sales order has been created , get its ID (required ) and reference (optional ).R_Update = ("Invoices",v_BooksOrgID,v_InvoiceID,m_UpdateInvoice) M_UpdateInvoice.put("salesorder_number",v_NewRefNum) M_UpdateInvoice.put("salesorder_id",v_NewSoID) M_UpdateInvoice.put("reference_number",v_NewRefNum) M_UpdateInvoice.put("line_items",l_UpdateLineItems)
ZOHO INVOICES UPDATE
now update the current invoice with the sales order details M_LineItem.put("salesorder_item_id",m_NewLineItems.get(v_OldKey)) If(!isnull(m_NewLineItems.get(v_OldKey))) V_OldKey = v_OldInvoiceItemID + "|" + v_OldInvoiceLineItemQuantity + "|" + v_OldInvoiceItemRate M_LineItem.put("rate",v_OldInvoiceItemRate) V_OldInvoiceItemRate = r_OldLineItem.get("rate") M_LineItem.put("quantity",v_OldInvoiceLineItemQuantity.round(0)) V_OldInvoiceLineItemQuantity = r_OldLineItem.get("quantity") M_LineItem.put("item_id",v_OldInvoiceItemID) V_OldInvoiceItemID = r_OldLineItem.get("item_id") now loop through the invoice line items and rebuild the listįor each r_OldLineItem in invoice.get("line_items") M_NewLineItems.put(v_NewSoItemID + "|" + v_NewSoLineItemQuantity + "|" + v_NewSoLineItemRate,r_NewLineItem.get("line_item_id")) V_NewSoLineItemRate = r_NewLineItem.get("rate") V_NewSoLineItemQuantity = r_NewLineItem.get("quantity").round(0) V_NewSoItemID = r_NewLineItem.get("item_id") build up a reference map from the line items of the newly created sales orderįor each r_NewLineItem in r_NewSoDetails.get("line_items") V_NewRefNum = r_NewSoDetails.get("salesorder_number") V_NewSoID = r_NewSoDetails.get("salesorder_id") R_NewSoDetails = r_CreateSO.get("salesorder")
a sales order has been created, get its ID (required) and reference (optional) V_BooksOrgID = organization.get("organization_id") cycles through the invoice line items to insert the "sales_order_item_id" fieldĬopy raw styler v_InvoiceID = invoice.get("invoice_id").checks the returning sales order line items.For our client's purpose, we are running a custom function off the invoice module which: The trick is to update both the sales order id and to update the invoice line items with their respective sales order item id value. And then I started updating multiple fields at the same time. This took several hours but it is possible, I was just about to give up even after having spoken to Zoho Support. I also couldn't find any search result via Google or DuckDuckGo (can't say for Bing, I never get around to searching that).
ZOHO INVOICES HOW TO
The documentation around the API does not detail how to do this. When an invoice is created, not by clicking on the "convert sales order to invoice" button, I needed a way to programmatically link the sales order to the invoice. This is an article because there was no documentation that I could find that describes how to do this. I regularly build and specialize in 2-way API integrations for Xero, Shopify and eBay. If you want help building a solution for one of the Zoho Apps in the Zoho Suite, contact us on 01 (UK) or by email at You can also visit our website at. Our project rates for bigger developments can be found at and will involve a dedicated project consultant along with developers who will hold your hand through the development process. So whether we can do what you want within the bundle and a year later need further support, if there are minutes left on the bundle then there is no additional charge. A support bundle doesn't have an expiry date. Our support rates can be found and purchased at. The advantage of a team is that if I am out-of-office for a day or so, there is always someone at Ascent Business Solutions who can deal with any queries/issues you may have. Projects are for more time-consuming developments such as revamps of the Zoho Suite of apps or on-site training. Support is for smaller technical fixes but this can include developments, reports or integrations depending on the size of the task. I'm actually part of a bigger team at Ascent Business Solutions where we have support technicians and project consultants.
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