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John- Do you mind if i login and take a look?
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Hi Michael,
Ok it works. Turns out the status of the work order has a defult of completed. Will have to change that.
Thanks, John M
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TogsTeam- Deleting these conflicts associated with SalesRep should get rid of the duplicates and allow your sync engine to continue its process.
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QuickBooks returned an error when adding/modifying a accSalesRep record.
The error was: There was an error when saving a SalesReps list,
element "SS". QuickBooks error message: The name you have chosen is
already associated with another sales rep..
The Request was: <?xml version="1.0" ...
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Hi John,
You should still be able to do that. When you are editing a case in the Case Dialog & New / Edit Activity tab section you should be able to choose Work Order for the Activity Type.
-Michael
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Greetings,
CRM Pro> Case List> Choose a case. After i choose a case, it takes me to the edit case page. The page loads up with no data, a message from windoes pops up say, Do you want to continue working with a unsecured page? It askes me yes or no. If i choose yes or no everything works.
Update: This window only shows up ...
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TogsTeam- What is displaying in Resolve Conflicts for table SalesRep? QuickBooks shouldn't allow duplicates for SalesRep intial so there should be conflicts about duplicates.
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Hey Michael,
From the old CRM, I was making up cases for everything from customer questions to internal issues. When i created a activity for a case, i would choose Work Order. A work order woud then appear in Field Services. Thats what im looking for unless there is a new way of creating work orders.
Thanks, John
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Our integration engine display is providing the following message, indicating an issue with the SalesRep table:
7/27/2011 11:41:47 AM 'Entity' 4
conflict(s) - open Method and click the QuickBooks tab, then Resolve
Conflicts
'SalesRep' Too many conflicts on SalesRep to proceed further.
Please go to QuickBooks...Resolve ...
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Hi John,
A 'Work Order' is essentially just an activity with the type Work Order. How were you previously creating a Work Order from a case?
-Michael
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