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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...
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Tagged With:
automation
,
customization
,
Intacct Platform Services
,
Intacct
/ 3409 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 ...
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Tagged With:
Intacct Platform Services
,
Intacct
,
RET API
/ 4946 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...
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Tagged With:
Intacct Platform Services
,
Smart Rule
,
Intacct
,
Smart event
/ 2357 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...
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Tagged With:
AP Bill
,
Intacct Platform Services
,
Intacct XML API
/ 3505 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...
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Tagged With:
Sage CRM
,
Intacct
,
Intacct Integration
,
Intacct Platform Services
,
Smart Rule
/ 2908 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 ...
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Tagged With:
Intacct
,
Intacct Platform Services
,
Trigger
/ 3265 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...
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Tagged With:
Intacct
,
Intacct Platform Services
,
Smart Rule
/ 6097 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 »
Tagged With:
Intacct Test Tool
,
NimbleText
,
Intacct
,
Intacct Platform Services
/ 4116 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...
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Tagged With:
trigger
,
Intacct
,
Intacct Platform Services
/ 2506 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 »
Tagged With:
Intacct Platform Services
,
Intacct
/ 3117 Views
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