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Assuming createso is required, the following 3 results were found.

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

    adapt it for your own system: // init (specify your own organization ID for Zoho Books) v_BooksOrgID = 20210922122; m_BooksCreateSO = Map(); // get CRM record details r_SoDetails = zoho.crm.getRecordById("Sales_Orders", 012345678901234567); // build up...

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

  2. Zoho CRM & Zoho Books: Get SalesPersonshttps://www.joellipman.com/articles/crm/zoho/zoho-crm-zoho-books-get-salespersons.html

    The "v_Filter" appears to do absolutely nothing but I've left it in there in case one day I figure it out: // init m_CreateSO = Map(); v_SalesPersonID = ""; // // eval v_BooksOrgID = 12345678901; r_SoDetails =...

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

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

    // // 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: *
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