Use SmartConnect/eConnect to update sales order line items

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Posted on by Joseph Markovich

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Can I use SmartConnect to update the quantities on a SOP line item? My idea is to use something like an Excel spreadsheet or an InfoPath form to allow the users to update the Qty to Invoice and Qty Fulfilled fields without having to go into the sales orders.

As a test, I created the InfoPath form and have the data passing back into GP through SmartConnect -- but it very rarely updates the quantities of the line item. If there are previously invoiced quantities, it does not work -- it just doesn't do anything. Only if the quantity ordered and the quantity to back order fields equal does it actually do the allocation and fulfillment.

Is something like this possible? Or is this something that eConnect can't do?

Thanks.

-Joe

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Community Member Microsoft Employee on at

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Re: Use SmartConnect/eConnect to update sales order line items

To be honest, I don't have much exprience with SmartConnect. We prefer to build integrations using the core eConnect product.

We are talking about order lines? Its just that you say that you tried to modify an 'order' that did not have any previously invoiced lines.

The line status may have a lot to do with this. You need to experiment - our usual tack when something unexplained comes up with eConnect!! I would need to be looking at your integrations in order to debug, and would probably end up experimenting anyway. Read through the eConnect schema for SOP Lines and Headers and maybe something jumps out. If no joy, post back.
Joseph Markovich 3,900 on at

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Re: Use SmartConnect/eConnect to update sales order line items

Ian-

I was able to modify one of the orders manually that eConnect isn't updating. So I went back to SmartConnect and attempted to update another order that did not have any previously invoiced quantities. It updated just fine. So what am I doing wrong here -- or just trying to do something that isn't possible?

The reason for doing this is exactly what you said -- copy/paste in Excel and speed data entry for the user.

Thanks.

-J
Community Member Microsoft Employee on at

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Re: Use SmartConnect/eConnect to update sales order line items

Yes, you can use eConnect to update sales order lines in the fashion you require. However, this must still obey the basic underlying GP business logic - if you cannot do this manually, you can't do it through eConnect.

As a test, take one of the lines that won't update through eConnect. Open that order in GP and try and manually change the line.

Just one question...why would you replace standard functionality with external functionality? Are there a lot of lines where using XL might make sense with its copy and paste functionality?