The Edkins Group - Zoho Experts to Help Your Business Grow
  • Knowledge
    • Zoho Masters
    • Learn >
      • Zoho Video Tutorials >
        • Client Calls
        • Zoho Books Videos
        • Zoho Creator Videos
        • Zoho CRM Videos
        • Zoho Projects Videos
        • Zoho Sign Videos
      • Virtual School >
        • Get a Free Course
  • Zoho
    • End to End Small Business System
    • Small Business Accounting
    • App Demo Pages >
      • Calendar Scheduling
      • Web Tracking and Chat
      • Maximize Your Website
      • Online Meetings
      • Email Campaigns
      • Social Media
      • Customer Tracking
      • Sale Team Motivation
      • Customer Help Desk
      • Accounting
      • Project Management
      • Agile Management
      • Email
      • BI / Analytics
      • Note Taking
      • Instant Messaging
      • Surveys
      • Train Your Team
      • Staff Recruiting
      • File Sharing
    • Start Your FREE Trial
  • WorkDrive Widget

Associate Projects Invoice to Deal through Books Workflow

7/7/2020

1 Comment

 
So you manage your project budgets and performance through Zoho Projects - that means you invoice through Zoho Projects. Unfortunately when you invoice through Zoho Projects, even though the deal is associated with the project in the project, when you invoice through Projects it doesn't associate with the associated deal when invoiced - weird huh?

Who knows maybe Zoho will fix this in an upcoming update (they are always improving the product) - and render this video useless. Until then, you will learn in this video how to re-associate the invoice in the Zoho Finance section of Zoho CRM deal/potential/opportunity record associated with the project - automagically when the invoice is created. We do this by using a workflow and custom function in Zoho Books.

Link to start your free trial of Zoho ONE: https://www.edkinsgroup.com/zoho-free-trial.html

The YouTube Zocademy channel is meant to provide educational information regarding business best practices with an emphasis on the Zoho Platform. Our objective is to empower people like yourself to learn how to get more done with less. We also have a website where you can purchase mini-courses to learn more in depth. We also offer memberships. The memberships include access to all mini-courses each month. Feel free to visit at: www.zocademy.com

Here is the Deluge script: "

//This is a sample function. Uncomment to execute or make changes to this function.

invoiceID = invoice.get("invoice_id"); i
nvoicedate = invoice.get("date").toDate();
organizationID = organization.get("organization_id"); t

heLineItems = invoice.get("line_items");

for each li in theLineItems
{
theProjectID = li.get("project_id");
}
info theProjectID; theProject = zoho.books.getRecordsByID("Projects",organizationID,theProjectID);
info theProject;
theProjectName = theProject.getJSON("project").getJSON("project_name");
info theProjectName;
theDealRecord = zoho.crm.searchRecords("Deals","Deal_Name:equals:" + theProjectName);
theCRMProjectID = theDealRecord.getJSON("id");

mp = Map();
mp.put("zcrm_potential_id",theCRMProjectID);

resp = zoho.books.updateRecord("Invoices",organizationID,invoiceID,mp);

1 Comment
    Picture

    Video Learning Page

    join zocademy

    Author

    David Edkins is an expert of the Zoho platform.

    Over the years David has worked with hundreds of small businesses in almost as many different industries to bring you the expertise you need to move your business forward - quickly.

    Book a quick call to see how he can help you.

    Book Time

    Archives

    July 2020

    Categories

    All
    Custom Function
    Deluge Scripting
    Workflows

    RSS Feed

The Edkins Group ©2025  All Rights Reserved | Tampa, Florida  |  813.510.5131
Dripify  |  Business Phone System |  Join the Group | Privacy Policy
  • Knowledge
    • Zoho Masters
    • Learn >
      • Zoho Video Tutorials >
        • Client Calls
        • Zoho Books Videos
        • Zoho Creator Videos
        • Zoho CRM Videos
        • Zoho Projects Videos
        • Zoho Sign Videos
      • Virtual School >
        • Get a Free Course
  • Zoho
    • End to End Small Business System
    • Small Business Accounting
    • App Demo Pages >
      • Calendar Scheduling
      • Web Tracking and Chat
      • Maximize Your Website
      • Online Meetings
      • Email Campaigns
      • Social Media
      • Customer Tracking
      • Sale Team Motivation
      • Customer Help Desk
      • Accounting
      • Project Management
      • Agile Management
      • Email
      • BI / Analytics
      • Note Taking
      • Instant Messaging
      • Surveys
      • Train Your Team
      • Staff Recruiting
      • File Sharing
    • Start Your FREE Trial
  • WorkDrive Widget