Method Community

Our integration engine display is providing the following message, indicating an issue with the SalesRep table:

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.

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" encoding="windows-1252" ?> <?qbxml version="8.0" ?> <QBXML><QBXMLMsgsRq onError="stopOnError"><SalesRepAddRq requestID="qx_1"><SalesRepAdd><Initial>SS </Initial><IsActive>0</IsActive><SalesRepEntityRef><ListID>130B0000-1151529401</ListID></SalesRepEntityRef></SalesRepAdd></SalesRepAddRq></QBXMLMsgsRq></QBXML>

TogsTeam- Deleting these conflicts associated with SalesRep should get rid of the duplicates and allow your sync engine to continue its process.

I deleted all such entries I could find within the 400+ conflicts shown. I now have 144 records, when there should be 50.

Next step?

TogsTeam- Try doing another sync and let me know if you get the same errors.

It took two more synchs and a lot of deleting, but I cleared out the extra records. Thanks for the instructions.

That said, although I'm successfully back to Square One, I still can't get the modified records to import and update the existing records.

If I select "Update existing records by matching key field(s)", then Method automatically selects RecordID as the key field. That makes sense, as it appears to be a unique identifier.

If I select "Do Not Import" for Record ID and attempt to Import, then I get the error:

ERROR: One of the columns you've selected in where
statement was 'RecordID' which was not added in step
'Prepare Data' of importing. Please add the specified column
and continue.

If I select "To Existing Field" and match up to RecordID and then attempt to import, I get this error:

You attempted to update values in the field "RecordID" which does not support edit. All columns except for 'RecordID' column were updated.

...which might sound encouraging, except that the next screen is a list of all 50 records, displaying the error:

Error:Failure. The Table does not support edit.

How do I configure this import correctly so that the records are updated with new data?

Hi TeamTogs,

The QuickBooks SDK does not allow for editing of the SalesRep table, only adding records. Which means Method will not allow you to edit the SalesRep table.

TogsTeam:

Error:Failure. The Table does not support edit.

Also if you try to create a screen with a SalesRep grid you will see that it does not allow you to set the option to make the grid editable.

-Michael

I see.

So, even though I can certainly edit the SaleRep table in Method - I've done so repeatedly - I can't import any updates to it, I can only add records. The fact that I can add fields doesn't really get me anywhere, because I can't add data to those fields for existing records.

And as far as SalesRep information is concerned, I'm limited to what QuickBooks stores in that table. It would be more than helpful if Method indicated that, somewhere - for all the tables that QuickBooks SDK won't let you edit. (In fact, one might consider suppressing them from the Customize | Fields/Tables screen altogether.)

I'll see if there's another way to accomplish my actual goal, which was simply to include SalesRep contact information on emails that I send out to prospects.

TogsTeam,

Have you tried using Linked Fields? You should be able to add Linked fields to the table which can pull data based on the entity(Empolyee/Vendor) that is assigned to the SalesRep.

-Michael

Michael - Yes, we tried that originally, but unfortunately some of our reps are neither employees nor vendors, but actually Other Names.

TogsTeam,

You could create another table that has the SalesRep intial and the extra details and use actions to pull that information as needed.

-Michael

I created the new table, MyRep, with only my active sales rep entries and the fields I need. However, I cannot link any fields between that table and my Customer table (from either direction). 

I can probably ultimately figure out how to use actions to pull that into my email, but if I can't create a linked field, I'm unclear on how to get the correct MyRep data into the email.

In my offline conversation with Wayne, he suggested that 2.0 made this sort of thing much easier. Is that the case?

TogsTeam,

To add a linked field to a table, that table must have a drop down that references another table. You will be able to link all fields from the drop down table.

What you could do is, use a combination of retrieve value from table actions and the Merge Character Function actions to get the information on an email.

-Michael