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Mass reschedule of billing schedule Out of Synch?


bskallerud
Sidekick (Customer)
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After updating from v12.5 to 15.2 we find that roughly half our contracts (5000+) have the status of Billing Schedule Out of Synch. Is there a way to mass reschedule?

Best answer by Phil Seifert

Hi Bjørn,

Digging through my resources, I found something you can try using this API as part of an import template:

<root xmlns:dt="urn:schemas-microsoft-com:datatypes">
  <session email="" alias="">
    <state bc_name="CustomerContract" is_allow_save_changed="true">
      <action name="data">
        <main>
          <row number="1">
            <cconth_id dtype="string" in_var="" out_var="">{ContractID}</cconth_id>
            <cc_invoke_resched in_var="" out_var="">Y</cc_invoke_resched>
          </row>
        </main>
      </action>
      <action name="execmacro">
        <attribute bo_name="main" macro_name="RESCHEDULE" />
        <attribute dtype="string" in_var="" value="N" />
      </action>
      <action name="execmacro">
        <attribute bo_name="main" macro_name="SAVE" />
      </action>
    </state>
  </session>
</root>

The source data should be a spreadsheet containing the Contract ID’s you are looking to reschedule. I would advise testing this with small datasets first and not all 5000 contracts at one time.  First test the API with the Interactive API module using a single contract.

Hope this helps.

Phil

 

 

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2 replies

Phil Seifert
Ultimate Hero (Employee)
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  • Ultimate Hero (Employee)
  • 1304 replies
  • Answer
  • January 9, 2022

Hi Bjørn,

Digging through my resources, I found something you can try using this API as part of an import template:

<root xmlns:dt="urn:schemas-microsoft-com:datatypes">
  <session email="" alias="">
    <state bc_name="CustomerContract" is_allow_save_changed="true">
      <action name="data">
        <main>
          <row number="1">
            <cconth_id dtype="string" in_var="" out_var="">{ContractID}</cconth_id>
            <cc_invoke_resched in_var="" out_var="">Y</cc_invoke_resched>
          </row>
        </main>
      </action>
      <action name="execmacro">
        <attribute bo_name="main" macro_name="RESCHEDULE" />
        <attribute dtype="string" in_var="" value="N" />
      </action>
      <action name="execmacro">
        <attribute bo_name="main" macro_name="SAVE" />
      </action>
    </state>
  </session>
</root>

The source data should be a spreadsheet containing the Contract ID’s you are looking to reschedule. I would advise testing this with small datasets first and not all 5000 contracts at one time.  First test the API with the Interactive API module using a single contract.

Hope this helps.

Phil

 

 


bskallerud
Sidekick (Customer)
Forum|alt.badge.img+11
  • Author
  • Sidekick (Customer)
  • 206 replies
  • January 9, 2022

Thanks, Phil

 

Very helpful


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