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Succesful header creation.

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Patrick Fic
2024-08-15 12:37:05 -07:00
parent 85c446bc57
commit db9e86e4c8
2 changed files with 368 additions and 21 deletions
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339
Fortellis Notes.md
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@@ -1,18 +1,341 @@
Fortellis Notes
Subscription ID
* Appears to give us a list of all dealerships we have access to, and `apiDmsInfo` contains the integrations that are enabled for that dealership.
* Will likely need to filter based on the DMS ID or something?
* Should store the whole subscription object. Contains department information needed in subsequent calls.
- Appears to give us a list of all dealerships we have access to, and `apiDmsInfo` contains the integrations that are enabled for that dealership.
- Will likely need to filter based on the DMS ID or something?
- Should store the whole subscription object. Contains department information needed in subsequent calls.
Department ID
* May have multiple departments. Appears that financial stuff goes to Accounting, History will go to Service.
* TODO: How do we handle the multiple departments that may come up.
- May have multiple departments. Appears that financial stuff goes to Accounting, History will go to Service.
- TODO: How do we handle the multiple departments that may come up.
# GL Wip Posting
## Org Helper Return Data
```json
[
{
"acctgLgnID": "DEVWB-A",
"applCode": "V",
"coID": "77",
"companyName": "TEST SYS C187092 DEVWB",
"lgnDesc": "DEV WRITE BACK VMS",
"logon": "DEVWB-V"
},
{
"acctgLgnID": "DEVWB-A",
"applCode": "F",
"coID": "77",
"companyName": "TEST SYS C187092 DEVWB",
"lgnDesc": "DEV WRITE BACK F&I SALES",
"logon": "DEVWB-FI"
},
{
"acctgLgnID": "DEVWB-A",
"applCode": "CS",
"coID": "77",
"companyName": "TEST SYS C187092 DEVWB",
"lgnDesc": "DEV WRITE BACK SERVICE",
"logon": "DEVWB-S"
},
{
"acctgLgnID": "DEVWB-A",
"applCode": "A",
"coID": "77",
"companyName": "TEST SYS C187092 DEVWB",
"lgnDesc": "DEV WRITE BACK ACCTG",
"logon": "DEVWB-A"
},
{
"acctgLgnID": "DEVWB-A",
"applCode": "SL",
"coID": "77",
"companyName": "TEST SYS C187092 DEVWB",
"lgnDesc": "DEV WRTIE BACK SLS MGMT",
"logon": "DEVWB-SL"
},
{
"acctgLgnID": "DEVWB-A",
"applCode": "O",
"coID": "77",
"companyName": "TEST SYS C187092 DEVWB",
"lgnDesc": "DEV WRITE BACK PARTS",
"logon": "DEVWB-I"
}
]
```
## Journal Helper Return Data
```json
[
{
"companyNo": "77",
"jrnlID": "32",
"jrnlName": "PARTS SALES",
"jrnlType": "S",
"intercoFlag": "0",
"defaultDocType": "4",
"errCode": "",
"errMsg": ""
},
{
"companyNo": "77",
"jrnlID": "92",
"jrnlName": "YTD ADJUSTMENTS",
"jrnlType": "Y",
"intercoFlag": "0",
"defaultDocType": "3",
"errCode": "",
"errMsg": ""
},
{
"companyNo": "77",
"jrnlID": "12",
"jrnlName": "FLEET SALES",
"jrnlType": "S",
"intercoFlag": "0",
"defaultDocType": "9",
"errCode": "",
"errMsg": ""
},
{
"companyNo": "77",
"jrnlID": "57",
"jrnlName": "CASH RECEIPTS (OPEN-ITEM)",
"jrnlType": "R",
"intercoFlag": "0",
"defaultDocType": "1",
"errCode": "",
"errMsg": ""
},
{
"companyNo": "77",
"jrnlID": "93",
"jrnlName": "SET UP HISTORY",
"jrnlType": "H",
"intercoFlag": "0",
"defaultDocType": "10",
"errCode": "",
"errMsg": ""
},
{
"companyNo": "77",
"jrnlID": "88",
"jrnlName": "F/S STATISCAL DATA",
"jrnlType": "F",
"intercoFlag": "0",
"defaultDocType": "10",
"errCode": "",
"errMsg": ""
},
{
"companyNo": "77",
"jrnlID": "58",
"jrnlName": "WARRANTY CREDITS",
"jrnlType": "G",
"intercoFlag": "0",
"defaultDocType": "3",
"errCode": "",
"errMsg": ""
},
{
"companyNo": "77",
"jrnlID": "FC",
"jrnlName": "FINANCE CHARGE",
"jrnlType": "A",
"intercoFlag": "0",
"defaultDocType": "12",
"errCode": "",
"errMsg": ""
},
{
"companyNo": "77",
"jrnlID": "94",
"jrnlName": "SET UP SCHEDULES",
"jrnlType": "C",
"intercoFlag": "0",
"defaultDocType": "3",
"errCode": "",
"errMsg": ""
},
{
"companyNo": "77",
"jrnlID": "95",
"jrnlName": "SET UP GENERAL LEDGER",
"jrnlType": "B",
"intercoFlag": "0",
"defaultDocType": "3",
"errCode": "",
"errMsg": ""
},
{
"companyNo": "77",
"jrnlID": "20",
"jrnlName": "USED VEHICLE SALES",
"jrnlType": "S",
"intercoFlag": "0",
"defaultDocType": "9",
"errCode": "",
"errMsg": ""
},
{
"companyNo": "77",
"jrnlID": "60",
"jrnlName": "CASH DISBURSEMENTS",
"jrnlType": "G",
"intercoFlag": "0",
"defaultDocType": "2",
"errCode": "",
"errMsg": ""
},
{
"companyNo": "77",
"jrnlID": "30",
"jrnlName": "SERVICE SALES",
"jrnlType": "S",
"intercoFlag": "0",
"defaultDocType": "7",
"errCode": "",
"errMsg": ""
},
{
"companyNo": "77",
"jrnlID": "40",
"jrnlName": "PAYROLL",
"jrnlType": "G",
"intercoFlag": "0",
"defaultDocType": "11",
"errCode": "",
"errMsg": ""
},
{
"companyNo": "77",
"jrnlID": "15",
"jrnlName": "DEALER TRADES",
"jrnlType": "S",
"intercoFlag": "0",
"defaultDocType": "9",
"errCode": "",
"errMsg": ""
},
{
"companyNo": "77",
"jrnlID": "70",
"jrnlName": "NEW VEHICLE PURCHASES",
"jrnlType": "G",
"intercoFlag": "0",
"defaultDocType": "8",
"errCode": "",
"errMsg": ""
},
{
"companyNo": "77",
"jrnlID": "25",
"jrnlName": "USED WHOLESALE",
"jrnlType": "S",
"intercoFlag": "0",
"defaultDocType": "9",
"errCode": "",
"errMsg": ""
},
{
"companyNo": "77",
"jrnlID": "75",
"jrnlName": "GENERAL PURCHASES",
"jrnlType": "G",
"intercoFlag": "0",
"defaultDocType": "5",
"errCode": "",
"errMsg": ""
},
{
"companyNo": "77",
"jrnlID": "10",
"jrnlName": "NEW VEHICLE SALES",
"jrnlType": "S",
"intercoFlag": "0",
"defaultDocType": "9",
"errCode": "",
"errMsg": ""
},
{
"companyNo": "77",
"jrnlID": "80",
"jrnlName": "GENERAL JOURNAL",
"jrnlType": "G",
"intercoFlag": "0",
"defaultDocType": "3",
"errCode": "",
"errMsg": ""
},
{
"companyNo": "77",
"jrnlID": "11",
"jrnlName": "WORK IN PROGRESS",
"jrnlType": "G",
"intercoFlag": "0",
"defaultDocType": "10",
"errCode": "",
"errMsg": ""
},
{
"companyNo": "77",
"jrnlID": "56",
"jrnlName": "CASH RECEIPTS (BALANCE FWD)",
"jrnlType": "G",
"intercoFlag": "0",
"defaultDocType": "1",
"errCode": "",
"errMsg": ""
},
{
"companyNo": "77",
"jrnlID": "81",
"jrnlName": "STANDARD ENTRIES",
"jrnlType": "G",
"intercoFlag": "0",
"defaultDocType": "6",
"errCode": "",
"errMsg": ""
},
{
"companyNo": "77",
"jrnlID": "51",
"jrnlName": "CASH RECEIPTS JOURNAL - EFT",
"jrnlType": "G",
"intercoFlag": "0",
"defaultDocType": "10",
"errCode": "",
"errMsg": ""
},
{
"companyNo": "77",
"jrnlID": "61",
"jrnlName": "CASH DISBURSMENTS -EFT",
"jrnlType": "G",
"intercoFlag": "0",
"defaultDocType": "10",
"errCode": "",
"errMsg": ""
},
{
"companyNo": "77",
"jrnlID": "71",
"jrnlName": "USED VEHICLE PURCHASES",
"jrnlType": "G",
"intercoFlag": "0",
"defaultDocType": "8",
"errCode": "",
"errMsg": ""
}
]
```
# Feedback
* Receiving bad request errors, with no details. API errors page doesn't indicate what's wrong.
# API Error
* Not in real time - appaers to be every 3 minutes?
- Receiving bad request errors, with no details. API errors page doesn't indicate what's wrong for certain types of error codes.
- API Error page works on a several minute delay.

50
fortellis.js
View File

@@ -64,6 +64,7 @@ async function FetchSubscriptions() {
}
async function GetDepartmentId({ apiName, debug = false }) {
if (!apiName) throw new Error('apiName not provided. Unable to get department without apiName.');
if (debug) {
console.log('API Names & Departments ');
console.log('===========');
@@ -140,7 +141,7 @@ async function MakeFortellisCall({
return result.data;
} catch (error) {
console.log(`ReqID: ${ReqId} Error`, error.response?.data);
console.log(`ReqID: ${ReqId} Full Error`, JSON.stringify(error, null, 4));
//console.log(`ReqID: ${ReqId} Full Error`, JSON.stringify(error, null, 4));
}
}
@@ -149,21 +150,23 @@ async function GetCOA() {
await MakeFortellisCall({
debug: true,
type: 'get',
apiName: 'CDK Drive Post Accounts GL WIP',
url: `https://api.fortellis.io/cdk-test/drive/chartofaccounts/v2/bulk`,
});
}
async function StartWIP() {
const TransactionWip = MakeFortellisCall({
url: 'https://api.fortellis.io/cdk-test/drive/glpost/startWIP',
url: 'https://api.fortellis.io/cdk-test/drive/glwippost/startWIP',
apiName: 'CDK Drive Post Accounts GL WIP',
body: {
acctgDate: '2023-09-26', //job.invoice
desc: 'TEST TRANSACTION',
docType: '3', //pulled from Doc Type workbook
m13Flag: '0', // Is this a M13 entry. Presumanbly always 0
refer: 'RO12345', //Supposed to be a doc reference number. Presumably the RO?
srcCo: '1',
srcJrnl: '75',
srcCo: '77',
srcJrnl: '80',
userID: 'csr', //bodyshop user
userName: 'PROGRAM, PARTNER*ADP', //Can leave blank to have this return to default.
},
@@ -173,18 +176,39 @@ async function StartWIP() {
return TransactionWip;
}
async function InsertBatch({ transID }) {
const TransactionWip = MakeFortellisCall({
url: 'https://api.fortellis.io/cdk-test/drive/glwippost/transWIP',
apiName: 'CDK Drive Post Accounts GL WIP',
body: [
{
acct: '',
cntl: '',
cntl2: null,
credtMemoNo: null,
postAmt: Math.round(payer.amount * 100),
postDesc: '', //Required if required by the DMS setup
prod: null, //Productivity Number
statCnt: 1, //Auto count, leave as 1.
transID: transID,
trgtCoID: '77', //Add this to read from the header
},
],
debug: true,
});
}
async function DoTheThings() {
await FetchSubscriptions();
//What do we have access to?
// console.log('Sub Access : ', SubscriptionMeta.apiDmsInfo.map((i) => i.name).join(', '));
//await GetCOA();
await MakeFortellisCall({
type: 'get',
debug: true,
apiName: 'CDK Drive Post Accounts GL WIP',
url: 'https://api.fortellis.io/cdk-test/drive/glwippost/orgHelper',
});
//await StartWIP();
console.log('Sub Access : ', SubscriptionMeta.apiDmsInfo.map((i) => i.name).join(', '));
await GetCOA();
return;
//Insert Transactions
const TransactionHeader = await StartWIP();
const BatchResult = await InsertBatch({ transID: TransactionHeader.transID });
}
DoTheThings();