CodePartners - Software Development - Dallas, Texas Software Development - Sage Accpac Customization - SageCRM Customization
Login
pay invoice online  |  remote assistance  |  
  • INTERNET APPLICATION DEVELOPMENT

    • Services
      • Web Application Development
      • Mobile Applications
      • Integration Solutions
      • Staff Augmentation
    • Technologies
    • How we work
    • About us
    • Success stories
    • Blog
  • MID MARKET ERP DEVELOPMENT

    • Intacct
    • Sage CRM
    • Sage
    • Sage Component Catalog
    • How We Work
    • About Us
    • Success Stories
    • Blog

Blog

CodePartners Blog

rss


Discover the Value of Intacct Platform Services

by Brian Terrell

Recently, I spoke with a leading Intacct business partner about the opportunities and challenges of tailoring Intacct to the exact needs of the customer. The world loves to call this customization, but I have never liked that word. I feel it implies that the product misses a feature or is otherwise incomplete. I prefer to call these types of development efforts “automation...
Read More »

On October 24, 2014 in Development, General [Post:by] Comment 0
Tagged With: automation, customization, Intacct Platform Services, Intacct / 3372 Views

Building Intacct Customizations to Bridge Intacct and Legacy Systems

by Joe Zhou

One of our Intacct customers, a wireless service reseller, approached us with a need to build an on-premise, Windows-based application to manage their existing Intacct integration written in PHP using the WAMP stack. After we reviewed the requirements, we proposed two options for the client to consider. The first one is to build exactly what the client requested. The other option is ...
Read More »

On July 30, 2014 in Development, Integration [Post:by] Comment 0
Tagged With: Intacct Platform Services, Intacct, RET API / 4894 Views

How to Write a Path of a Nexus Injection Parameter

by Joe Zhou
Injection Parameters and Conditions are the two most important pieces when it comes to writing a smart rule or a smart event in Intacct. Injection Parameters are the paths and fields that make up an injection. A typical injection parameter starts with the name of the object you want to extend, followed by a period and then the name of a field within the object. A curly bracket and...
Read More »

On February 3, 2014 in Development, Web application, Web Development [Post:by] Comment 0
Tagged With: Intacct Platform Services, Smart Rule, Intacct, Smart event / 2316 Views

How to Download a Supporting Document from an AP Bill via Intacct XML API

by Joe Zhou

I have a client that wants to download the supporting document attached to an AP Bill programmatically. Without a doubt, Intacct XML API is the best option for the job because of its flexibility and adaptability. The only question is, can it be done using version 3.0 alone. It turns out that I had to use both version 2.1 and version 3.0 to complete the task. 

Step 1. Find the Re...
Read More »

On January 3, 2014 in Development, Success Stories [Post:by] Comment 0
Tagged With: AP Bill, Intacct Platform Services, Intacct XML API / 3317 Views

How to Bypass Smart Rule Warnings

by Joe Zhou
Prior to attending Intacct Advantage 2013, our team wrapped up our first Intacct and Sage CRM Integration project. 

This project began out of necessity for the sales team to initialize an opportunity in Sage CRM and automatically promote this opportunity to Intacct once the opportunity becomes a project. To create a project in Intacct, the sales team begins the workflow by i...
Read More »

On November 20, 2013 in Development, Integration, Web application, Web Development [Post:by] Comment 0
Tagged With: Sage CRM, Intacct, Intacct Integration, Intacct Platform Services, Smart Rule / 2875 Views

How to Make Related Fields “Sortable” in Intacct

by Joe Zhou
I recently worked on a custom project using Intacct Platform Services. One of the custom objects I created is a look-up table with a many-to-many relationship with AR Invoice and Customer standard objects. When this object is in the View mode, it must show the associated customer’s name. Thus, I defined a related field to accomplish that. The only problem with a related field is ...
Read More »

On October 18, 2013 in Development, Web application, Web Development [Post:by] Comment 0
Tagged With: Intacct, Intacct Platform Services, Trigger / 3222 Views

How to Create Intacct Smart Rules

by Joe Zhou
The ultimate goal of creating Intacct Smart Rule conditions is to generate warning/error messages so the end user can enforce business rules on financial management activities within their business.  Initially, it may be quite confusing, as the condition you are creating to trigger the warning/error is for success as opposed to a failure, if the condition is not met.  Within...
Read More »

On October 2, 2013 in Development, Web Development [Post:by] Comment 0
Tagged With: Intacct, Intacct Platform Services, Smart Rule / 6044 Views

Use Intacct Chrome Test Tool and NimbleText to Import Data into Intacct

by Joe Zhou
There are so many ways to import data into Intacct. The most straightforward method is to prepare a CSV file that conforms to the format requirements of the object, manipulate the data in Excel, and use the Intacct import function to load the data. In this article, I will share with you a different approach that doesn’t require Excel and Intacct’s export and import buttons....
Read More »

On September 19, 2013 in General, Integration [Post:by] Comment 0
Tagged With: Intacct Test Tool, NimbleText, Intacct, Intacct Platform Services / 4062 Views

Validate Intacct User Input with Triggers

By Joe Zhou

For an Intacct Platform Services developer, a best practices is to validate all user input before it is saved. The reason is obvious: people make mistakes and data validation can help eliminate user errors.

So, here is how I use a validation trigger to validate user input.  

A custom object, “Object A,” has many relationships to Customer and AR Invoice objects. When...
Read More »

On August 26, 2013 in Development, General, Web application [Post:by] Comment 0
Tagged With: trigger, Intacct, Intacct Platform Services / 2463 Views

Update a Record Name Field in Intacct Platform Services Part II

By Kristi Feng

Last week Joe showed us how to update a record name field with a trigger in Intacct Platform Services (see blog). There is another way to do this in Intacct Platform Service.
In Object's Properties and Attributes, there is a place for Record Name Template. You can enter the script in this field and the name will populate according to your script. We don't have the merge field helpe...
Read More »

On August 22, 2013 in Development [Post:by] Comment 0
Tagged With: Intacct Platform Services, Intacct / 3066 Views
12Next

Search

Categories

  • General (166) rss
  • Development (158) rss
  • Success Stories (40) rss
  • Products (29) rss
  • Uncategorized (18) rss
  • BTerrell Group (5) rss
  • Project Management (22) rss
  • Web Development (57) rss
  • Web application (33) rss
  • Integration (19) rss
  • Mobile Development (7) rss

Archives

  • 2015
    • January (5)
    • February (7)
    • March (6)
    • April (5)
    • May (2)
  • 2014
    • January (13)
    • February (12)
    • March (13)
    • April (12)
    • May (11)
    • June (12)
    • July (11)
    • August (13)
    • September (10)
    • October (8)
    • November (6)
    • December (4)
  • 2013
    • April (73)
    • May (22)
    • June (20)
    • July (20)
    • August (22)
    • September (19)
    • October (13)
    • November (12)
    • December (7)

Tags

.NET Accpac app development application customization application development automation Azure C# cloud components Crystal Reports customization development ERP general ledger HTML5 Intacct Intacct Platform Services integration JQuery load balancer mass update mobile development OCR Order Entry outsourcing PO pricing product development project management REST Sage 300 ERP Sage CRM software integration trigger user interface Visual Studio web application web development website development Workforce Go! .NET ACA accpac Ajax Amazon AP invoices application development Arxis ASP.NET automation Axure BTerrell Group C# Cloud computing CodePartners Constant Contact credit card processing CRM crystal reports custom software Customer Service Customization Delete team project design phase Development doc-link DRILLDWNLK ERP event Excel GLAFS Intacct Intacct Advantage Intacct Platform Services Integration Java script JavaScript jQuery Kerr Consulting LinkedIn Microsoft MSSQL Offshoring outsourcing payroll PCI compliance PCI-DSS Pivot PJC project management sage Sage 300 Sage 300 ERP Sage Accpac ERP Sage CRM Smart Rule social media software testing SQL SQL Query SQL Server staff augmentation sub-ledger success success story TFS Trouble shooting UI design Visual Studio WCF Web API web application web design web development Webinar website Windows Windows Azure XML
ABOUT US / CONTACT US / NEWS & EVENTS
CodePartners / 17250 Dallas Parkway, Ste. 225 / Dallas, Texas 75248 / Phone: 214-647-2611 / Toll Free: 866-647-2611 / Fax: 214-647-2612 / info@codepartners.com
© 2006 - 2015 codepartners.com All Rights Reserved.