Hi,

I'm working on an integration with CenterPoint and trying to pass an line item identifier to the A/R invoice line item. I want that identifier to show up on "Apply Receipt to Open Invoices" window. The only available column I can find is the "Invoice/Ref#" on the line. I am able to set the value of that field on the "Invoices" tab in the "Customer Invoices" window.

Is this field exposed anyway via the Rest API? Is it exposed via the SDK if not?

Are there other fields I can write to that will show up at the line item level on the "Apply Receipt to Open Invoices" window?

Thanks in advance!

I'm going to post a quick response now and add an update later.

1. The REST API does not expose this field yet. I'll put it in as a suggestion for a future release.
2. The SDK does let you set it. I'll post sample code below showing how it's done.
3. Our Customer Invoice import does set this field as well. This can be run as a command line routine. If you want, I can go into more detail one that.

Are you currently using the SDK?

SalesItemLineObject line = CustomerInvoicePresenter.AddSalesItemLine(salesItemId, amount); // salesItemId = valid SalesItem.SalesItemId from the CenterPoint database, amount is the extended amount of the detail linje
line.LineValues.AddReplace(InputFieldTypes.InvoiceNumber, "1234"); // where "1234" is the invoice/ref# value
// and there'd be line.LineValues.AddReplace statements for each of the other fields you want to set on a detail line.

I'm going to run a test on the customer invoice import in a bit because, while the code looks like it is setting the Invoice/Ref# field, I'd feel better if I ran a test.

We have some documentation on the Import Manager in the forum so I'll just give an overview.

You can use the CenterPoint Data Importer command line to import a CSV file that you would create. To do this, you have to define what your file is going to look like using the CenterPoint Data Importer tool.

The differences between the REST API and this is that you don't have to know the CenterPoint IDs - you can use the customer abbreviation and the sales item abbreviation (for example) instead of the IDs.

This is easier than using the SDK directly as well. We're trying to move people off the SDK because it breaks when we do things like update the .NET framework.

More info:

https://www.redwingsoftw...rpoint-data-importer.htm

You can install the Import tool and test your import interactively before switching to using the command line.

For the REST API - it's possible that this could get into our Fall/Winter 2024 release.

Edited by user Thursday, August 29, 2024 7:26:21 PM(UTC)  | Reason: Not specified

I just realized that Monday is Labor Day. I'll shoot for Tuesday.