Advanced Rules Based Integration with Catalina API for SL

Catalina’s API for Dynamics SL can be used for many things. We can retrieve all types of data from SL. We can also save transactions to SL. In this demo I did for several folks, I am taking sensor data and pushing it through an advanced rules based engine to create Service Calls in Dynamics SL.

While this demo highlights Dynamics SL, we could just as easily use these same types of rules based development to integrate with other systems like CRM, helpdesk, field service, etc. We can monitor all types of things like temperature, barometric pressure, vibrations (helpful if you an HVAC company and need to monitor your customer’s properties for problems), humidity, ambient light, flooding, and more.



SL Quick Pay tips and tricks

How to Custom Call Stored Procedures with REST that have Customizable XML Parameters

Many of Catalina Technology’s stored procedures accept a field called @parms that is an XML field for configurable parameters to be passed. An example of this is below.

You can see that there is a parameter getting passed called “@parms”. In that is a XML string that contains one or more parameter. In this case, there is a single parameter called “ADDRID” and it is getting passed the value of “C%” so that it can return all addresses that start with a “C”

exec xct_spDSLGetAddresses @currentPageNumber=N'0',@pageSize=N'500',
@parms=N'<nameValuePairs>
    <key name="ADDRID" value="C%"/>
</nameValuePairs>'

To call this RESTfully, you need to HTML escape the XML string so that things like double quotes (“) will not cause the JSON to break.

Below is an example of how we would call the custom stored procedure above, but call it through the Catalina RESTful API.

curl --location --request POST 'http://YOURSERVER/ctDynamicsSL/api/customSQL/xct_spDSLGetAddresses' \
--header 'Content-Type: application/json' \
--header 'Accept: application/json' \
--header 'Authorization: Basic YOURAUTH' \
--header 'SiteID: YOURSITEID' \
--header 'CpnyID: YOURCPNYID' \
--data-raw '{ 
    "parameters": 
    [
        { 
        "name": "currentPageNumber", "value": "0"
        },
        { 
        "name": "pageSize", "value": "0"
        },
        { 
        "name": "parms", "value": "<nameValuePairs><key name=\"ADDRID\" value=\"C%\"/></nameValuePairs>"
        } 
    ]
}'






Create your own incrementing scheme in SQL for Dynamics SL Order Line Items

Earlier today, I was asked if I could come up with a query that would allow you to bring back line items for a sales order.  But create a numbering scheme for the line items that re-start for each new order number.  So, example:

You can see below, that ORD1234 has 3 items, indexed 1,2,3.  and ORD5555 has 2 line items indexed 1,2

OrdNbr InvtID LineIndex
ORD1234 IN82344 1
ORD1234 IN82341 2
ORD1234 IN82344 3
ORD5555 IN089723 1
ORD5555 IN0123998 2

I accomplished this by using the DENSE_RANK().

Here is sample code:

[code language=”sql”]

SELECT DENSE_RANK() OVER (PARTITION BY OrdNbr ORDER BY OrdNbr, LineRef) * 10  AS LineIndex
, OrdNbr
, LineRef
, InvtID
, QtyOrd
FROM   SOLine
ORDER  BY OrdNbr, LineIndex

[/code]

What I wanted to do in this was to show the order number, lineRef, invtID, and qtyOrd.  But I wanted to show the LineIndex in increments of 10 that restarted for every time the OrdNbr changed.  I have one of the orders that have multiple line items circled below.

sql

 


SMS Central allows people in the field to send pictures and other attachments to Dynamics SL without any special app (Just SMS Messaging)

Catalina’s SMS Central allows you to easily dispatch your field techs, salespeople, and others straight from your Dynamics SL without any special mobile apps.  All using SMS messaging.  Nothing to deploy, works on any phone, and easy to maintain.

Your people in the field can send updates as replies that will get automatically updated in your back office.  They can even send pictures, GPS coordinates, and other attachments which will automatically be attached to the service call, quote, invoice, timecard, or any other screen in Dynamics SL.

1. Create a service call, quote, invoice, or any other type of record in Dynamics SL.  SMS Central will send an SMS message to the appropriate person in the field.

dispatch

2.  Your person in the field receives the message and can respond.  Those responses will automatically update Dynamics SL.Hand-Holding-Cell-Phone

 

3. The field person can also take pictures, GPS coordinates, or other mobile files and attach them to the service call, quote, invoice, or other screen in Dynamics SL using just an SMS message.

Picture-Cellphone

 

4. That photo, or other attachment, automatically attaches to the appropriate record in Dynamics SL

DynamicsSL Attachments

 

5. All attachments and SMS communication are also stored in a web portal, allowing your field people to review history without needing any special app.  Any browser on any type of device will work!

Webportal Images