I need to create multiple line items on a QB Sales Receipt. Zapier has all the fields I need to populate, but I can't seem to make them accept an array.
If I have 3 line items that look like:
Protein - Eggs - $3
Side - Bacon - $4
Side - Sausage - $4
I would expect this to look like:
Product/Service: [2,3,3] <---- id's of existing products
Line Description: ['Eggs','Bacon','Sausage']
Line Amount: [3,4,4]
But this ends up putting everything into the top line of the Sales Receipt for a dollar amount of $344
Related
Hi I am creating an ssrs report (which is a letter format). And in the letter format, if a owner has highest sales for 3 products in same store I need those products to be listed in the same letter instead of 3 different letters. I have written an expression for the body of the letter. But that expression is taking all the products that has highest sales and generating 3 different letters. May I know how can I embed the product names within the body of the letter?
Sample That I need:
Hi Doc,
It has really great that you are making a huge impact on our product sales.
In our recent survey, we found that your store had the highest sales for following products:
Comforters
Cosmetics
Toys
Please continue this xyz.
NA Dept.
I don't have sample datathat fits the example below, and it's more a theoretical question rather than a data-driven one...
I have a table called CustomerOrders. A query looks to see if any customers haven't ordered anything for more than 4 days (again, it's just an example but easier than explaining the real purpose).
If there are such customers, then the query searches an Communications table that records whether or not sales staff have noted that it's been four days or more since an order was received from that customer, and what action they're taking to address this.
Depending on the number of days since the last order, and the number of times sales staff have logged their acknowledgement (ideally it should be every day until they place an order), each customer appears in the results like this:
FirstName, LastName, LastOrderDate, NumDaysSince, SalesStaffCommentDate, SalesComment
At present, each entry sales staff log a comment about this date gap appears as a separate row in this result set, each essentially repeating themselves, other than the last two columns.
What I would prefer is for this result set to be set out as:
FirstName, LastName, LastOrderDate, NumDaysSince, SalesStaffCommentDate[1], SalesComment[1], SalesStaffCommentDate[2], SalesComment[2]
etc, with the number of additional comment and date columns showing the comments made, but all on one row.
But if the sales team only logged two comments on one customer, but ten comments on another, there is obviously a disparity between the number of columns that could be filled.
Is it possible to display the data in this way?
EDIT - thanks to #Larnu and #Smor so far.
To try and give a bit more data. This is how my data looks:
NAME LASTORDERDATE NUMDAYSSINCE SALESSTAFFCOMMENTDATE SALESCOMMENT
John Smith 2022-06-12 5 2022-06-15 Tried to call
John Smith 2022-06-12 5 2022-06-16 Call back later
John Smith 2022-06-12 5 2022-06-17 Not required
I want it to look like this:
John Smith 2022-06-12 5 2022-06-15 Tried to call 2022-06-16 Call back later 2022-06-17 Not required.
There may be anything from 1 - 10 entries before the customer orders again and reset the counter back to being < 4 days since their last.
#larnu, are you saying that the link you give allows me to present the data in this way? Ordinarily I would export this data to PBI and pivot it to display as I need it to, but for this bit of data I'm unable to do that, and so it needs to be in SQL.
Hope that clarifies things in case I was being a bit too vague.
Short form of my question: Is there a way to split a Collection into several sub-Collections, based on SQL database entries?
Update
Okay, a simpler version, perhaps. I'm really struggling with this...
I start with a collection: ScanDataCollection_SmartComm_MasterList
It looks like this:
Result
REQ1991799.RITM2280596.01
REQ2048874.RITM2349401.01
REQ2037354.RITM2335400.01
I have a database table:
Master_Transaction_Log
...which has three particular columns of interest:
Timestamp
Scan_Code
Transaction_Type
I would like to end up with TWO collections:
SC_ReturnToDepot
Result
REQ1991799.RITM2280596.01
SC_Remainder_1
Result
REQ2048874.RITM2349401.01
REQ2037354.RITM2335400.01
The criteria is as follows: for any given Result in ScanDataCollection_SmartComm_MasterList, if:
A database record has Scan_Code = Result AND Transaction_Type = "New Equipment Delivery - Cust. Msg: Equipment Returning to Depot" AND Timestamp > 72 hours ago, then that value of Result is added to SC_ReturnToDepot
SC_Remainder_1 are all remaining values that do not fit the above criteria.
I got as far as this so far, but it's killin' me after this:
ClearCollect(SC_ReturnToDepot,
ForAll(ScanDataCollection_SmartComm_MasterList,
...?
);
);
I have a feeling if I can just nail that one single line of code, I am off to the races, but this is just... ugh, my brain is being a jerk.
-=-=-=-=-=-=-
Longer more detailed explanation:
I'm trying to create a mechanism that takes a list of Scan Codes from a physical in-field process (scanning codes on boxes on a shelf), and for each Code, and reviews a SQL database table (Master_Transaction_Log), looking for that code. It creates another Collection that includes those associated Scan Codes, in an exclusive fashion.
At a high level:
Collection ScanDataCollection_SmartComm_MasterList, which contains one column Result, must be split out into the seven different lists, below. These lists are in a specific sequence (because we send communications in a specific sequence):
Collection Name: ScanDataCollection_SmartComm_ReturnToDepotImmediately - Criteria: If there is an entry in the database table where Scan_Code = the given Scan Code, where Transaction_Type = "New Equipment Delivery - Cust. Msg: Equipment Returning to Depot" and where Timestamp is older than 48 hours. - Notes: The technician will be instructed to immediately place this item into an outgoing bin for pickup. - Data Note: This Scan Code must not be included in any Collection below this one on this list.
Collection Name: ScanDataCollection_SmartComm_AnnounceRemovalOfItem - Criteria: If there is an entry in the database table where Scan_Code = the given Scan Code, where Transaction_Type = "New Equipment Delivery - Cust. Msg: Final Warning" and where Timestamp is older than 48 hours. - Notes: The customer receives an email for these items, announcing that the items will be returned to the Depot. - Data Note: This Scan Code must not be included in any Collection below
this one on this list.
Collection Name: ScanDataCollection_SmartComm_SendFinalWarning - Criteria: If there is an entry in the database table where Scan_Code = the given Scan Code, where Transaction_Type = "New Equipment Delivery - Cust. Msg: Warning" and where Timestamp is older than 48 hours. - Notes: The customer receives an email for these items, announcing that this is their last chance to pick them up. - Data Note: This Scan Code must not be included in any Collection below this one on this list.
Collection Name: ScanDataCollection_SmartComm_SendFirstWarning - Criteria: If there is an entry in the database table where Scan_Code = the given Scan Code, where Transaction_Type = "New Equipment Delivery - Cust. Msg: Reminder" and where Timestamp is older than 48 hours. - Notes: The customer receives an email for these items, announcing that this is a warning to pick them up. - Data Note: This Scan Code must not be included in any Collection below this one on this list.
Collection Name: ScanDataCollection_SmartComm_SendReminder - Criteria: If there is an entry in the database table where Scan_Code = the given Scan Code, where Transaction_Type = "New Equipment Delivery - Cust. Msg: First Contact" and where Timestamp is older than 48 hours. - Notes: The customer receives an email for these items, announcing that this is a reminder to collect their order. - Data Note: This Scan Code must not be included in any Collection below this one on this list.
Collection Name: ScanDataCollection_SmartComm_SendFirstContact - Criteria: If there is an entry in the database table where Scan_Code = the given Scan Code and where Transaction_Type = "New Equipment Delivery - Received at Stockroom/Tech Bar". (note: no time delay -- this should go out immediately upon arriving at a location) - Notes: The customer receives an email for these, announcing the orders are ready to pick up.
Collection Name: ScanDataCollection_SmartComm_NoActionTaken - Criteria: The given Scan Code (Result) has not been added to any of the items above, based on previous logical rules. For example, a Reminder might have been sent, but it was sent only ten hours ago, so we take no action on this item.
Each of these COLLECTIONS only needs a single column: Result.
It's important that no single Scan Code reside in more than one collection -- they are built to address an escalating notification sequence. For example, a Scan Code for an item that has been on a shelf for a week may already have a First Contact sent, a Reminder sent, and a Warning sent. It must ONLY go into the ScanDataCollection_SmartComm_SendFinalWarning Collection, because all items in that Collection will be sent Final Warnings.
I already have written the parts of the program that generates and sends the appropriate emails (including householding, which was a tough nut to crack). I think all I need is to be able to split my Master Collection into these sub-Collections and then I can simply attack each sub-Collection using its own ForAll loop.
I would dearly dearly appreciate advice on this! And of course, I'm happy to offer clarifications where needed.
-=-=-=-=-
Larger perspective: Right now, our techs organize incoming physical boxes across different physical shelves, and each day they move sections of boxes and perform different comms based on shelf. For example, Shelf #3 gets Reminders sent, and then all items are moved to Shelf #4 for the next day. But as our production system ramps up, more boxes arrive each day. So instead of having the technicians determine which comm to send based on which shelf, and moving dozens of boxes each day, I just want them to scan the entire room and then let the tool look into the database and decide what is the next most appropriate comm to send. This will save them about 20-40 minutes a day. Furthermore, in the near future, once this system is working well, I plan to centralize comms from a single technician, instead of each tech at each remote location performing this function. But later, later...
I have a column that has a bunch of random comment data in it. I need to parse out some specific things that are in this column. Here is a sample of one of the rows.
Effective: 07/01/2020 Seller Type: Dealer 9 Month Premium | Inventory = 220 Promo Intro Rate = $5.00 Budget Cap = $15.00 (Fixed $5.00 + Variable $10.00) Months 1-3 = $1,100.00 (inventory X intro) Months 4-9 (varies) = $1,100.00 fixed - $3,300.00 budget cap Additional Fulfillment Details TBD: See BB/KB for questions!
One other thing to note is that each comment row is different and the information isn't all uniform and in the same order or contains the same data even.
I need to parse out the "Budget cap" rate and the base rate which is $1,100 in this case into 2 extra columns. Any ideas on how to do this would be very appreciated.
When a Sales invoice is paid it is matched against the receipt.
A Sales invoice can also be matched against a credit note but there is no distinguishing flag.
I want the final report to only show the Paid invoices.
I am currently Grouping by Customer, then Matching Letter, then document, so at this level you can see if the match is with a receipt or with credit notes.
I output the Group footer of the document giving me a list of documents, which for a customer payment will start with the Receipt, followed by one or more invoices totaling the value of the receipt:
GF4 Customer A Match BC REC101009798 GBP240.00
GF4 Customer A Match BC INV101059389 ‘new field’ GBP120.00
GF4 Customer A Match BC INV101059390 ‘new field’ GBP120.00
If the matching is as a result of a customer payment, the Receipt will always be on the first line in the group output.
How do I create a ’new field’ on the Invoice lines that will say “Paid” , it doesn’t matter if the new field also appears on the Receipt line?
I have tried to use a formula on the group footer referencing the document type but of course when the document type changes, so does the result of the formula.
Having a success on the first line I have been concentrating on trying to copy the result on to the successive lines so thought a fresh pair of eyes might help.
Many thanks
Use Subreport. You can pass inv no or doc type to subreport and get status . Put subreport in invoice line.
Thank you Pals, I have solved this with a colleague.
We revised the formula on the Group Footer. First we created a formula that assigned a 1 to a Receipt and 0 to all other docments: IF {GACCDUDATE.TYP_0} = "REC01" THEN 1 ELSE 0. Next we created a SUM formula: IF Sum({#rowIsPaid}, {GACCENTRYD.MTC_0}) > 0 THEN "Paid"
and put this on the Group footer.