Succesful header creation.
This commit is contained in:
Patrick Fic
@@ -1,18 +1,341 @@
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Fortellis Notes
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Fortellis Notes
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Subscription ID
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Subscription ID
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* Appears to give us a list of all dealerships we have access to, and `apiDmsInfo` contains the integrations that are enabled for that dealership.
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* Will likely need to filter based on the DMS ID or something?
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* Should store the whole subscription object. Contains department information needed in subsequent calls.
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- Appears to give us a list of all dealerships we have access to, and `apiDmsInfo` contains the integrations that are enabled for that dealership.
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- Will likely need to filter based on the DMS ID or something?
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- Should store the whole subscription object. Contains department information needed in subsequent calls.
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Department ID
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Department ID
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* May have multiple departments. Appears that financial stuff goes to Accounting, History will go to Service.
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* TODO: How do we handle the multiple departments that may come up.
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- May have multiple departments. Appears that financial stuff goes to Accounting, History will go to Service.
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- TODO: How do we handle the multiple departments that may come up.
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# GL Wip Posting
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## Org Helper Return Data
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```json
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[
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{
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"acctgLgnID": "DEVWB-A",
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"applCode": "V",
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"coID": "77",
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"companyName": "TEST SYS C187092 DEVWB",
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"lgnDesc": "DEV WRITE BACK VMS",
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"logon": "DEVWB-V"
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},
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{
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"acctgLgnID": "DEVWB-A",
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"applCode": "F",
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"coID": "77",
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"companyName": "TEST SYS C187092 DEVWB",
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"lgnDesc": "DEV WRITE BACK F&I SALES",
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"logon": "DEVWB-FI"
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},
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{
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"acctgLgnID": "DEVWB-A",
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"applCode": "CS",
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"coID": "77",
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"companyName": "TEST SYS C187092 DEVWB",
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"lgnDesc": "DEV WRITE BACK SERVICE",
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"logon": "DEVWB-S"
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},
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{
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"acctgLgnID": "DEVWB-A",
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"applCode": "A",
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"coID": "77",
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"companyName": "TEST SYS C187092 DEVWB",
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"lgnDesc": "DEV WRITE BACK ACCTG",
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"logon": "DEVWB-A"
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},
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{
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"acctgLgnID": "DEVWB-A",
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"applCode": "SL",
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"coID": "77",
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"companyName": "TEST SYS C187092 DEVWB",
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"lgnDesc": "DEV WRTIE BACK SLS MGMT",
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"logon": "DEVWB-SL"
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},
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{
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"acctgLgnID": "DEVWB-A",
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"applCode": "O",
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"coID": "77",
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"companyName": "TEST SYS C187092 DEVWB",
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"lgnDesc": "DEV WRITE BACK PARTS",
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"logon": "DEVWB-I"
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}
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]
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```
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## Journal Helper Return Data
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```json
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[
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{
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"companyNo": "77",
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"jrnlID": "32",
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"jrnlName": "PARTS SALES",
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"jrnlType": "S",
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"intercoFlag": "0",
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"defaultDocType": "4",
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"errCode": "",
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"errMsg": ""
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},
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{
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"companyNo": "77",
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"jrnlID": "92",
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"jrnlName": "YTD ADJUSTMENTS",
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"jrnlType": "Y",
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"intercoFlag": "0",
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"defaultDocType": "3",
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"errCode": "",
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"errMsg": ""
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},
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{
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"companyNo": "77",
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"jrnlID": "12",
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"jrnlName": "FLEET SALES",
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"jrnlType": "S",
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"intercoFlag": "0",
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"defaultDocType": "9",
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"errCode": "",
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"errMsg": ""
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},
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{
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"companyNo": "77",
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"jrnlID": "57",
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"jrnlName": "CASH RECEIPTS (OPEN-ITEM)",
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"jrnlType": "R",
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"intercoFlag": "0",
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"defaultDocType": "1",
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"errCode": "",
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"errMsg": ""
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},
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{
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"companyNo": "77",
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"jrnlID": "93",
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"jrnlName": "SET UP HISTORY",
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"jrnlType": "H",
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"intercoFlag": "0",
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"defaultDocType": "10",
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"errCode": "",
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"errMsg": ""
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},
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{
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"companyNo": "77",
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"jrnlID": "88",
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"jrnlName": "F/S STATISCAL DATA",
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"jrnlType": "F",
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"intercoFlag": "0",
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"defaultDocType": "10",
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"errCode": "",
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"errMsg": ""
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},
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{
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"companyNo": "77",
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"jrnlID": "58",
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"jrnlName": "WARRANTY CREDITS",
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"jrnlType": "G",
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"intercoFlag": "0",
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"defaultDocType": "3",
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"errCode": "",
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"errMsg": ""
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},
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{
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"companyNo": "77",
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"jrnlID": "FC",
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"jrnlName": "FINANCE CHARGE",
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"jrnlType": "A",
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"intercoFlag": "0",
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"defaultDocType": "12",
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"errCode": "",
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"errMsg": ""
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},
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{
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"companyNo": "77",
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"jrnlID": "94",
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"jrnlName": "SET UP SCHEDULES",
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"jrnlType": "C",
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"intercoFlag": "0",
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"defaultDocType": "3",
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"errCode": "",
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"errMsg": ""
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},
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{
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"companyNo": "77",
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"jrnlID": "95",
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"jrnlName": "SET UP GENERAL LEDGER",
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"jrnlType": "B",
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"intercoFlag": "0",
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"defaultDocType": "3",
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"errCode": "",
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"errMsg": ""
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},
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{
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"companyNo": "77",
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"jrnlID": "20",
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"jrnlName": "USED VEHICLE SALES",
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"jrnlType": "S",
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"intercoFlag": "0",
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"defaultDocType": "9",
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"errCode": "",
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"errMsg": ""
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},
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{
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"companyNo": "77",
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"jrnlID": "60",
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"jrnlName": "CASH DISBURSEMENTS",
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"jrnlType": "G",
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"intercoFlag": "0",
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"defaultDocType": "2",
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"errCode": "",
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"errMsg": ""
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},
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{
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"companyNo": "77",
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"jrnlID": "30",
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"jrnlName": "SERVICE SALES",
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"jrnlType": "S",
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"intercoFlag": "0",
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"defaultDocType": "7",
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"errCode": "",
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"errMsg": ""
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},
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{
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"companyNo": "77",
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"jrnlID": "40",
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"jrnlName": "PAYROLL",
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"jrnlType": "G",
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"intercoFlag": "0",
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"defaultDocType": "11",
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"errCode": "",
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"errMsg": ""
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},
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{
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"companyNo": "77",
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"jrnlID": "15",
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"jrnlName": "DEALER TRADES",
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"jrnlType": "S",
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"intercoFlag": "0",
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"defaultDocType": "9",
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"errCode": "",
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"errMsg": ""
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},
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{
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"companyNo": "77",
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"jrnlID": "70",
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"jrnlName": "NEW VEHICLE PURCHASES",
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"jrnlType": "G",
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"intercoFlag": "0",
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"defaultDocType": "8",
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"errCode": "",
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"errMsg": ""
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},
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{
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"companyNo": "77",
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"jrnlID": "25",
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"jrnlName": "USED WHOLESALE",
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"jrnlType": "S",
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"intercoFlag": "0",
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"defaultDocType": "9",
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"errCode": "",
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"errMsg": ""
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},
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{
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"companyNo": "77",
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"jrnlID": "75",
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"jrnlName": "GENERAL PURCHASES",
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"jrnlType": "G",
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"intercoFlag": "0",
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"defaultDocType": "5",
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"errCode": "",
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"errMsg": ""
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},
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{
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"companyNo": "77",
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"jrnlID": "10",
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"jrnlName": "NEW VEHICLE SALES",
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"jrnlType": "S",
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"intercoFlag": "0",
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"defaultDocType": "9",
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"errCode": "",
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"errMsg": ""
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},
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{
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"companyNo": "77",
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"jrnlID": "80",
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"jrnlName": "GENERAL JOURNAL",
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"jrnlType": "G",
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"intercoFlag": "0",
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"defaultDocType": "3",
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"errCode": "",
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"errMsg": ""
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},
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{
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"companyNo": "77",
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"jrnlID": "11",
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"jrnlName": "WORK IN PROGRESS",
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"jrnlType": "G",
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"intercoFlag": "0",
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"defaultDocType": "10",
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"errCode": "",
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"errMsg": ""
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},
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{
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"companyNo": "77",
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"jrnlID": "56",
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"jrnlName": "CASH RECEIPTS (BALANCE FWD)",
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"jrnlType": "G",
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"intercoFlag": "0",
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"defaultDocType": "1",
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"errCode": "",
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|
"errMsg": ""
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},
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{
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"companyNo": "77",
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"jrnlID": "81",
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"jrnlName": "STANDARD ENTRIES",
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"jrnlType": "G",
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"intercoFlag": "0",
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"defaultDocType": "6",
|
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|
"errCode": "",
|
||||||
|
"errMsg": ""
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|
},
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{
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"companyNo": "77",
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"jrnlID": "51",
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"jrnlName": "CASH RECEIPTS JOURNAL - EFT",
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"jrnlType": "G",
|
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|
"intercoFlag": "0",
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||||||
|
"defaultDocType": "10",
|
||||||
|
"errCode": "",
|
||||||
|
"errMsg": ""
|
||||||
|
},
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|
{
|
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|
"companyNo": "77",
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|
"jrnlID": "61",
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"jrnlName": "CASH DISBURSMENTS -EFT",
|
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|
"jrnlType": "G",
|
||||||
|
"intercoFlag": "0",
|
||||||
|
"defaultDocType": "10",
|
||||||
|
"errCode": "",
|
||||||
|
"errMsg": ""
|
||||||
|
},
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|
{
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|
"companyNo": "77",
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|
"jrnlID": "71",
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|
"jrnlName": "USED VEHICLE PURCHASES",
|
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|
"jrnlType": "G",
|
||||||
|
"intercoFlag": "0",
|
||||||
|
"defaultDocType": "8",
|
||||||
|
"errCode": "",
|
||||||
|
"errMsg": ""
|
||||||
|
}
|
||||||
|
]
|
||||||
|
```
|
||||||
|
|
||||||
# Feedback
|
# Feedback
|
||||||
* Receiving bad request errors, with no details. API errors page doesn't indicate what's wrong.
|
|
||||||
|
|
||||||
# API Error
|
- Receiving bad request errors, with no details. API errors page doesn't indicate what's wrong for certain types of error codes.
|
||||||
* Not in real time - appaers to be every 3 minutes?
|
- API Error page works on a several minute delay.
|
||||||
|
|||||||
50
fortellis.js
50
fortellis.js
@@ -64,6 +64,7 @@ async function FetchSubscriptions() {
|
|||||||
}
|
}
|
||||||
|
|
||||||
async function GetDepartmentId({ apiName, debug = false }) {
|
async function GetDepartmentId({ apiName, debug = false }) {
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|
if (!apiName) throw new Error('apiName not provided. Unable to get department without apiName.');
|
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if (debug) {
|
if (debug) {
|
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console.log('API Names & Departments ');
|
console.log('API Names & Departments ');
|
||||||
console.log('===========');
|
console.log('===========');
|
||||||
@@ -140,7 +141,7 @@ async function MakeFortellisCall({
|
|||||||
return result.data;
|
return result.data;
|
||||||
} catch (error) {
|
} catch (error) {
|
||||||
console.log(`ReqID: ${ReqId} Error`, error.response?.data);
|
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({
|
await MakeFortellisCall({
|
||||||
debug: true,
|
debug: true,
|
||||||
type: 'get',
|
type: 'get',
|
||||||
|
apiName: 'CDK Drive Post Accounts GL WIP',
|
||||||
url: `https://api.fortellis.io/cdk-test/drive/chartofaccounts/v2/bulk`,
|
url: `https://api.fortellis.io/cdk-test/drive/chartofaccounts/v2/bulk`,
|
||||||
});
|
});
|
||||||
}
|
}
|
||||||
|
|
||||||
async function StartWIP() {
|
async function StartWIP() {
|
||||||
const TransactionWip = MakeFortellisCall({
|
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: {
|
body: {
|
||||||
acctgDate: '2023-09-26', //job.invoice
|
acctgDate: '2023-09-26', //job.invoice
|
||||||
desc: 'TEST TRANSACTION',
|
desc: 'TEST TRANSACTION',
|
||||||
docType: '3', //pulled from Doc Type workbook
|
docType: '3', //pulled from Doc Type workbook
|
||||||
m13Flag: '0', // Is this a M13 entry. Presumanbly always 0
|
m13Flag: '0', // Is this a M13 entry. Presumanbly always 0
|
||||||
refer: 'RO12345', //Supposed to be a doc reference number. Presumably the RO?
|
refer: 'RO12345', //Supposed to be a doc reference number. Presumably the RO?
|
||||||
srcCo: '1',
|
srcCo: '77',
|
||||||
srcJrnl: '75',
|
srcJrnl: '80',
|
||||||
userID: 'csr', //bodyshop user
|
userID: 'csr', //bodyshop user
|
||||||
userName: 'PROGRAM, PARTNER*ADP', //Can leave blank to have this return to default.
|
userName: 'PROGRAM, PARTNER*ADP', //Can leave blank to have this return to default.
|
||||||
},
|
},
|
||||||
@@ -173,18 +176,39 @@ async function StartWIP() {
|
|||||||
return TransactionWip;
|
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() {
|
async function DoTheThings() {
|
||||||
await FetchSubscriptions();
|
await FetchSubscriptions();
|
||||||
//What do we have access to?
|
//What do we have access to?
|
||||||
// console.log('Sub Access : ', SubscriptionMeta.apiDmsInfo.map((i) => i.name).join(', '));
|
console.log('Sub Access : ', SubscriptionMeta.apiDmsInfo.map((i) => i.name).join(', '));
|
||||||
//await GetCOA();
|
await GetCOA();
|
||||||
await MakeFortellisCall({
|
|
||||||
type: 'get',
|
return;
|
||||||
debug: true,
|
|
||||||
apiName: 'CDK Drive Post Accounts GL WIP',
|
//Insert Transactions
|
||||||
url: 'https://api.fortellis.io/cdk-test/drive/glwippost/orgHelper',
|
const TransactionHeader = await StartWIP();
|
||||||
});
|
const BatchResult = await InsertBatch({ transID: TransactionHeader.transID });
|
||||||
//await StartWIP();
|
|
||||||
}
|
}
|
||||||
|
|
||||||
DoTheThings();
|
DoTheThings();
|
||||||
|
|||||||
Reference in New Issue
Block a user