OpenPro XML SOAP API information. OpenPro ERP software is a fully integrated business application that includes the following modules.

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1 OpenPro XML SOAP API Talbert Ave Suite 200 Fountain Valley, CA Telephone Fax Last Updated October 2017

2 OpenPro XML SOAP API information. OpenPro ERP software is a fully integrated business application that includes the following modules. This package has integrated sql data base that can be used for reporting and or communicate to other system via SOAP xml. 2

3 Because OpenPro is fully integrated you need to know that the transactions you process with in OpenPro will not affect another module, so by using the SOAP xml interface this will verify the data is correct. 3

4 XML General Information OpenPro XML SOAP Interface general information. SOAP, originally defined as Simple Object Access Protocol, is a protocol specification for exchanging structured information in the implementation of Web Services in computer networks. It relies on Extensible Markup Language (XML) for its message format, and usually relies on other Application Layer protocols, most notably Remote Procedure Call (RPC) and Hypertext Transfer Protocol (HTTP), for message negotiation and transmission. SOAP can form the foundation layer of a web services protocol stack, providing a basic messaging framework upon which web services can be built. This XML based protocol consists of three parts: an envelope, which defines what is in the message and how to process it, a set of encoding rules for expressing instances of applicationdefined data types, and a convention for representing procedure calls and responses. OpenPro designed its XML interface to run in three different modes, batch xml processing, where you can run this process in batch php processing, interactive select a file and import, or using the SOAP communications method. This document goes into details of the SOAP interface and transactions that can be processed. 1. Batch Processing, (ftp a file to OpenPro includes/import folder,) run the program from the command prompt. Php program name with parameters. 2. Interactive, have the file on you local machine, select the program and import into the system 3. Communications SOAP interface, you have a program the communications and send the files thru that communication method. 4

5 XML General Informaton The updated xml interface uses a WSDL to make it easier for the web services. OpenPro SOAP xml interface can connected using many different clients, for this review we will use the following client: It can be tested using a 3 rd party SOAPUI This is an Open source SOAP interface. The WSDL is located at the following location. the WSDL location is: 5

6 URL the WSDL location is: Connect to the SOAP project Transaction types: Sql transaction used for any sql select call for OpenPro data. Ap_entry transaction this processes payables entry in OpenPro Ar entry transaction this processes ar invoice summary transactions Inventory transactions this will do a inventory receipt of material, adjustment of inventory and or move order from one location to another. Record_receipt_transaction this will do a purchase order receipt of inventory Sales_order_transaction this will enter in a sales order type transaction, this will include quotes (needs to be released as a sales order and shipped, sales order (ready to ship), and invoices (already shipped and invoiced, for historical purposes). Work order transaction enter in work orders for manufacturing process. CM_leads_entry CRM contact leads entry and processing. CM_leads_entry2 CRM contact leads entry and processing. CM_leads_people_entry CRM contact leads people entry and processing. POMake transaction enter in purchase order and create purchase order. The next pages will go into detail of the transactions: 6

7 Sql transaction used for any sql select call for OpenPro data. You will see the following transactions: Sql transaction can be used for any select statement to the database. In this example we are doing select partnum, name from ic_items <soapenv:envelope xmlns:xsi=" xmlns:xsd=" xmlns:soapenv=" xmlns:asp=" <soapenv:header/> <soapenv:body> <asp:sql_transaction soapenv:encodingstyle=" <security_code xsi:type="xsd:string"></security_code> THIS IS A REQUIRED LINE <sql xsi:type="xsd:string">select id, partnum, name from ic_items</sql> </asp:sql_transaction> </soapenv:body> </soapenv:envelope> 7

8 OpenPro security and setup of the SOAP xml Interface. Openpro has the sqlnfo.php file that is where you turn on or off certain security options. // configurations for xml soap services $xml_soap_config["ip_list"] = array(""); // leave as empty array to allow anyone to connect $xml_soap_config["use_md5_hash"] = false; // require an md5 encrypted hash password --> md5(date("ymd").$password.$remote_address) $xml_soap_config["use_md5_function_name"] = false; // require the function name to be in the hash password --> md5(date("ymd").$password.$remote_address.$function_name) $xml_soap_config["password"] = ""; $xml_soap_config["security_failure_message"] = "You do not have access credentials for this service."; $xml_soap_config["debug_mode"] = true; // set to false when finish testing!!!!! $xml_soap_config["transactions_enabled"] = true; From here you can turn on and off certain IP address to talk to, have specific password to pass back and forth and have a user defined error message if login failed. 8

9 Sql transaction used for any sql select call for OpenPro data. The response is a list of part numbers with description and part number. But any sql select transaction that is valid can be used, this includes selects with joins to other tables. 9

10 Ap_entry transaction this processes payables entry in OpenPro This ap entry transaction does simple Payables processing. It will not work with 3 way matching on purchase orders. 10

11 Ap_entry transaction this processes payables entry in OpenPro <soapenv:envelope xmlns:xsi=" xmlns:xsd=" xmlns:soapenv=" xmlns:open="openpro_web_services_wsdl" xmlns:soapenc=" <soapenv:header/> <soapenv:body> <open:ap_entry_transaction soapenv:encodingstyle=" <vendorid xsi:type="xsd:int">1</vendorid> <ap_account xsi:type="xsd:string"> </ap_account> <system_id xsi:type="xsd:string">ap</system_id> <doc_no xsi:type="xsd:string">rpc12348</doc_no> <open_po xsi:type="xsd:string"></open_po> <doctype xsi:type="xsd:string">vchr</doctype> <doc_date xsi:type="xsd:string">01/11/2011</doc_date> <termchoice xsi:type="xsd:string">52</termchoice> <due_date xsi:type="xsd:string">02/11/2011</due_date> <gl_date xsi:type="xsd:string">01/11/2011</gl_date> <on1099 xsi:type="xsd:int">0</on1099> <notes xsi:type="xsd:string">xml_rpc test</notes> <linecount xsi:type="xsd:int">2</linecount> <open_amt xsi:type="xsd:float">100</open_amt> <transactions_array xsi:type="urn:apentry_lineitem_array" soapenc:arraytype="urn:apentry_lineitem[2]" xmlns:urn="urn:openpro_web_services_wsdl"> xsi:type="tns:apentry_lineitem"> <sm_taxes_id xsi:type="xsd:int">7</sm_taxes_id> <acctno xsi:type="xsd:string"> </acctno> <acctdeschid xsi:type="xsd:string">purchases - parts</acctdeschid> <description xsi:type="xsd:string"></description> <jobid xsi:type="xsd:string"></jobid> <job_no xsi:type="xsd:string"></job_no> <storeid xsi:type="xsd:string">demo</storeid> <debit xsi:type="xsd:float">25</debit> <credit xsi:type="xsd:float">0.00</credit> </item> xsi:type="tns:apentry_lineitem"> <sm_taxes_id xsi:type="xsd:int">5</sm_taxes_id> <acctno xsi:type="xsd:string"> </acctno> <acctdeschid xsi:type="xsd:string">purchase discounts</acctdeschid> <description xsi:type="xsd:string"></description> <jobid xsi:type="xsd:string"></jobid> <job_no xsi:type="xsd:string"></job_no> <storeid xsi:type="xsd:string">demo</storeid> <debit xsi:type="xsd:float">75.00</debit> <credit xsi:type="xsd:float"></credit> </item> </transactions_array> </open:ap_entry_transaction> </soapenv:body> </soapenv:envelope> 11

12 Ap_entry transaction this processes payables entry in OpenPro <soapenv:envelope xmlns:xsi=" xmlns:xsd=" xmlns:soapenv=" xmlns:open="openpro_web_services_wsdl" xmlns:soapenc=" <soapenv:header/> <soapenv:body> <open:ap_entry_transaction soapenv:encodingstyle=" <vendorid >1</vendorid> <ap_account > </ap_account> <system_id >AP</system_id> <doc_no >rpc123494</doc_no> <open_po ></open_po> <doctype >VCHR</doctype> <doc_date >01/11/2011</doc_date> <termchoice >52</termchoice> <due_date >02/11/2011</due_date> <gl_date >01/11/2011</gl_date> <on1099 >0</on1099> <notes >xml_rpc test</notes> <linecount >2</linecount> <open_amt >100</open_amt> <transactions_array soapenc:arraytype="urn:apentry_lineitem[2]" > xsi:type="tns:apentry_lineitem"> <sm_taxes_id >7</sm_taxes_id> <acctno > </acctno> <acctdeschid >Purchases - parts</acctdeschid> <description ></description> <jobid ></jobid> <job_no ></job_no> <storeid >DEMO</storeid> <debit >25</debit> <credit >0.00</credit> </item> xsi:type="tns:apentry_lineitem"> <sm_taxes_id >5</sm_taxes_id> <acctno > </acctno> <acctdeschid >Purchase discounts</acctdeschid> <description ></description> <jobid ></jobid> <job_no ></job_no> <storeid >DEMO</storeid> <debit >75.00</debit> <credit ></credit> </item> </transactions_array> </open:ap_entry_transaction> </soapenv:body> </soapenv:envelope> 12

13 Ar entry transaction this processes ar invoice summary transactions AR Sale billing summary transactions. 13

14 Ar entry transaction this processes ar invoice summary transactions <soapenv:envelope xmlns:xsi=" xmlns:xsd=" xmlns:soapenv=" xmlns:open="openpro_web_services_wsdl" xmlns:soapenc=" <soapenv:header/> <soapenv:body> <open:ar_entry_transaction soapenv:encodingstyle=" <ar_account xsi:type="xsd:string"> </ar_account> <system_id xsi:type="xsd:string">ar</system_id> <customerid xsi:type="xsd:string">29</customerid> <aclass xsi:type="xsd:string">21</aclass> <syssource xsi:type="xsd:string">ap</syssource> <doc_no xsi:type="xsd:string"> </doc_no> <doc_date xsi:type="xsd:string">01/11/2011</doc_date> <termchoice xsi:type="xsd:string">10</termchoice> <doctype xsi:type="xsd:string">sainv</doctype> <due_date xsi:type="xsd:string">02/11/2011</due_date> <open_po xsi:type="xsd:string"></open_po> <repnum xsi:type="xsd:string">101</repnum> <commission_amt xsi:type="xsd:string">20</commission_amt> <notes xsi:type="xsd:string">xml rpc test</notes> <open_amt xsi:type="xsd:string">75</open_amt> <transactions_array xsi:type="urn:arentry_lineitem_array" soapenc:arraytype="urn:arentry_lineitem[2]" xmlns:urn="urn:openpro_web_services_wsdl"> xsi:type="tns:arentry_lineitem"> <sm_taxes_id xsi:type="xsd:int">7</sm_taxes_id> <acctno xsi:type="xsd:string"> </acctno> <acctdeschid xsi:type="xsd:string">cash account #13557</acctdeschid> <jobid xsi:type="xsd:string"></jobid> <job_no xsi:type="xsd:string"></job_no> <storeid xsi:type="xsd:string">demo</storeid> <debit xsi:type="xsd:float">25</debit> <credit xsi:type="xsd:float">0.00</credit> </item> xsi:type="tns:arentry_lineitem"> <sm_taxes_id xsi:type="xsd:int">5</sm_taxes_id> <acctno xsi:type="xsd:string"> </acctno> <acctdeschid xsi:type="xsd:string">accounts Receivable</acctdeschid> <jobid xsi:type="xsd:string"></jobid> <job_no xsi:type="xsd:string"></job_no> <storeid xsi:type="xsd:string">demo</storeid> <debit xsi:type="xsd:float">0.00</debit> <credit xsi:type="xsd:float">100.00</credit> </item> </transactions_array> </open:ar_entry_transaction> </soapenv:body> </soapenv:envelope> 14

15 Inventory transactions this will do a inventory receipt of material, adjustment of inventory and or move order from one location to another. 15

16 Inventory transactions this will do a inventory receipt of material, adjustment of inventory and or move order from one location to another. <soapenv:envelope xmlns:xsi=" xmlns:xsd=" xmlns:soapenv=" xmlns:open="openpro_web_services_wsdl"> <soapenv:header/> <soapenv:body> <open:inventory_transaction soapenv:encodingstyle=" <editid xsi:type="xsd:int">0</editid> <partnum xsi:type="xsd:string">fg100</partnum> _inventory_type xsi:type="xsd:string">regular</item_inventory_type> <storefrom xsi:type="xsd:string">demo</storefrom> <transaction_type xsi:type="xsd:string">rece</transaction_type> <storeto xsi:type="xsd:string"></storeto> <quantity xsi:type="xsd:float">1</quantity> <document_no xsi:type="xsd:string">rpc12345</document_no> <action_date xsi:type="xsd:string">01/12/2011</action_date> <action_time xsi:type="xsd:string"></action_time> <cost xsi:type="xsd:float">50</cost> <description xsi:type="xsd:string">xml RPC Test</description> <serial_camma_seperated xsi:type="xsd:string"></serial_camma_seperated> </open:inventory_transaction> </soapenv:body> </soapenv:envelope> Sample 2 <soapenv:envelope xmlns:xsi=" xmlns:xsd=" xmlns:soapenv=" xmlns:open="openpro_web_services_wsdl"> <soapenv:header/> <soapenv:body> <open:inventory_transaction soapenv:encodingstyle=" <editid >0</editid> <partnum >FG100</partnum> _inventory_type >REGULAR</item_inventory_type> <storefrom >DEMO</storefrom> <transaction_type >RECE</transaction_type> <storeto ></storeto> <quantity >1</quantity> <document_no >rpc12345</document_no> <action_date >01/12/2011</action_date> <action_time ></action_time> <cost>50</cost> <description >XML RPC Test</description> <serial_camma_seperated ></serial_camma_seperated> </open:inventory_transaction> </soapenv:body> </soapenv:envelope> 16

17 Record_receipt_transaction this will do a purchase order receipt of inventory 17

18 Record_receipt_transaction this will do a purchase order receipt of inventory <soapenv:envelope xmlns:xsi=" xmlns:xsd=" xmlns:soapenv=" xmlns:open="openpro_web_services_wsdl" xmlns:soapenc=" <soapenv:header/> <soapenv:body> <open:record_receipt_transaction soapenv:encodingstyle=" <po_orders_id xsi:type="xsd:int">520</po_orders_id> <comment xsi:type="xsd:string">xml rpc test</comment> <recdate xsi:type="xsd:string">01/11/2011</recdate> <transactions_array xsi:type="urn:record_receipt_lineitem_array" soapenc:arraytype="urn:record_receipt_lineitem[]" xmlns:urn="urn:openpro_web_services_wsdl"> xsi:type="tns:apentry_lineitem"> <po_lineitem_id xsi:type="xsd:int">814</po_lineitem_id> <line xsi:type="xsd:string">1</line> <bin xsi:type="xsd:string">4</bin> <rec xsi:type="xsd:string">1</rec> <serial_camma_seperated xsi:type="xsd:string">ser1</serial_camma_seperated> </item> </transactions_array> </open:record_receipt_transaction> </soapenv:body> </soapenv:envelope> 18

19 Sales_order_transaction this will enter in a sales order type transaction, this will include quotes (needs to be released as a sales order and shipped, sales order (ready to ship), and invoices (already shipped and invoiced, for historical purposes). ================= Sales Order Processing Type and Process Inventory Feature if you want to process inventory and GL, include the following tags in your "so_orders" xml table. <table name="so_orders" action="insert" type="invoice" special="process_inventory"> Type options are used to import Sales Order transactions with different status. type="quote" --> this tells us that it is an quote and no processing has been done. type="order" --> this tells us that it is an sales order and waiting in the shipping quote to be shipped and invoiced. type="invoice" --> this tells us that and order has been entered, shipped and invoiced, all detail history transactions have been processed, (customer history, receivables, gl, inventory, etc). special="process_inventory" --> this tells us to process inventory and GL. (just as if "Invoice Order" has been placed on a sales order. 19

20 Sales_order_transaction <soapenv:envelope xmlns:xsi=" xmlns:xsd=" xmlns:soapenv=" xmlns:open="openpro_web_services_wsdl" xmlns:soapenc=" <soapenv:header/> <soapenv:body> <open:table_transactions soapenv:encodingstyle=" <table_operation_array xsi:type="asp:table_operation_array" soapenc:arraytype="asp:table_operation[]" xmlns:asp=" <table_operation xsi:type="asp:table_operation"> <table_name xsi:type="xsd:string">so_orders</table_name> <action xsi:type="xsd:string">insert</action> <table_fields xsi:type="asp:name_value_pair_array" soapenc:arraytype="asp:name_value_pair[]"> <!--These are the fields you want to update or insert--> xsi:type="asp:field"><name>companyid</name><value>demo</value></item> xsi:type="asp:field"><name>id</name><value></value></item> xsi:type="asp:field"><name>status</name><value>sales Order</value></item> xsi:type="asp:field"><name>so_type</name><value>1</value></item> xsi:type="asp:field"><name>quote_num</name><value></value></item> xsi:type="asp:field"><name>order_num</name><value></value></item> xsi:type="asp:field"><name>picking_num</name><value>0</value></item> xsi:type="asp:field"><name>shipping_num</name><value>0</value></item> xsi:type="asp:field"><name>invoice_num</name><value>0</value></item> xsi:type="asp:field"><name>processed</name><value>0</value></item> xsi:type="asp:field"><name>cost</name><value>45.00</value></item> xsi:type="asp:field"><name>totalprice</name><value>97.20</value></item> xsi:type="asp:field"><name>customerid</name><value>6</value></item> xsi:type="asp:field"><name>ip</name><value> </value></item> xsi:type="asp:field"><name>entered_by</name><value>0</value></item> xsi:type="asp:field"><name>quote_date</name><value> </value></item> xsi:type="asp:field"><name>order_date</name><value> </value></item> xsi:type="asp:field"><name>invoice_date</name><value> </value></item> xsi:type="asp:field"><name>require_date</name><value> </value></item> xsi:type="asp:field"><name>weight</name><value>130.00</value></item> xsi:type="asp:field"><name>cust_discount</name><value>0.00</value></item> 20

21 21 xsi:type="asp:field"><name>shipping</name><value>0.00</value></item> xsi:type="asp:field"><name>tax</name><value>7.20</value></item> xsi:type="asp:field"><name>tax_code</name><value>caor</value></item> xsi:type="asp:field"><name>po</name><value>0</value></item> xsi:type="asp:field"><name>rep1</name><value>101</value></item> xsi:type="asp:field"><name>rep2</name><value></value></item> xsi:type="asp:field"><name>rep3</name><value></value></item> xsi:type="asp:field"><name>commission</name><value>0.00</value></item> xsi:type="asp:field"><name>commission_paid1</name><value>0.00</value></item> xsi:type="asp:field"><name>commission2</name><value>0.00</value></item> xsi:type="asp:field"><name>commission_paid2</name><value>0.00</value></item> xsi:type="asp:field"><name>commission3</name><value>0.00</value></item> xsi:type="asp:field"><name>commission_paid3</name><value>0.00</value></item> xsi:type="asp:field"><name>total_commission</name><value>10.000</value></item> xsi:type="asp:field"><name>terms</name><value>0</value></item> xsi:type="asp:field"><name>store</name><value>demo</value></item> xsi:type="asp:field"><name>authnum</name><value></value></item> xsi:type="asp:field"><name>cc_id</name><value>0</value></item> xsi:type="asp:field"><name>payment</name><value>awaiting</value></item> xsi:type="asp:field"><name>notes</name><value>test insert from xml rpc</value></item> xsi:type="asp:field"><name>paynum</name><value></value></item> xsi:type="asp:field"><name>ship_type</name><value>4</value></item> xsi:type="asp:field"><name>order_type</name><value>29</value></item> xsi:type="asp:field"><name>media_id</name><value>0</value></item> xsi:type="asp:field"><name>invoice_processed</name><value>0</value></item> xsi:type="asp:field"><name>order_processed</name><value>1</value></item> xsi:type="asp:field"><name>bill_to_3rdparty</name><value>0</value></item> xsi:type="asp:field"><name>ship_to_attn</name><value></value></item> xsi:type="asp:field"><name>ship_to</name><value>0</value></item> xsi:type="asp:field"><name>num_packages</name><value>0</value></item> xsi:type="asp:field"><name>user_defined1</name><value></value></item>

22 xsi:type="asp:field"><name>user_defined2</name><value></value></item> xsi:type="asp:field"><name>user_defined3</name><value></value></item> xsi:type="asp:field"><name>ecom</name><value>0</value></item> xsi:type="asp:field"><name>inhouse_notes</name><value></value></item> xsi:type="asp:field"><name>ship_complete</name><value>0</value></item> xsi:type="asp:field"><name>ship_date</name><value> </value></item> </table_fields> <where_fields xsi:type="asp:name_value_pair_array" soapenc:arraytype="asp:name_value_pair[]"> <!--these are the field and values to use in the where clause--> <!-- xsi:type="asp:field"> <name>id</name> <value>5</value> </item> --> </where_fields> <special_instructions xsi:type="asp:name_value_pair_array" soapenc:arraytype="asp:name_value_pair[]"> <!--special instructions go here: saving values for later, dynamic lookup of data, etc.--> xsi:type="asp:field"> <name>quote_num</name> <value>getnextnumber:next_quote</value> </item> xsi:type="asp:field"> <name>order_num</name> <value>field_link:quote_num</value> </item> </special_instructions> </table_operation> <table_operation xsi:type="asp:table_operation"> <table_name xsi:type="xsd:string">so_lineitems</table_name> <action xsi:type="xsd:string">insert</action> <table_fields xsi:type="asp:name_value_pair_array" soapenc:arraytype="asp:name_value_pair[]"> <!--These are the fields you want to update or insert--> xsi:type="asp:field"><name>companyid</name><value>demo</value></item> xsi:type="asp:field"><name>id</name><value></value></item> xsi:type="asp:field"><name>unit_cost</name><value>18.356</value></item> xsi:type="asp:field"><name>itemid</name><value>1</value></item> xsi:type="asp:field"><name>po_id</name><value>0</value></item> xsi:type="asp:field"><name>wo_id</name><value>0</value></item> xsi:type="asp:field"><name>orderid</name><value></value></item> xsi:type="asp:field"><name>serial</name><value></value></item> xsi:type="asp:field"><name>rebate</name><value>0.00</value></item> xsi:type="asp:field"><name>phoneuser</name><value></value></item> 22

23 23 xsi:type="asp:field"><name>quantity</name><value>1.00</value></item> xsi:type="asp:field"><name>qty_fulfilled</name><value>0</value></item> xsi:type="asp:field"><name>qty_canceled</name><value>0.000</value></item> xsi:type="asp:field"><name>qty_invoiced</name><value>0.000</value></item> xsi:type="asp:field"><name>attach</name><value>0</value></item> xsi:type="asp:field"><name>status</name><value>tracking number</value></item> xsi:type="asp:field"><name>notes</name><value></value></item> xsi:type="asp:field"><name>unit_price</name><value>90.00</value></item> xsi:type="asp:field"><name>lineitem_no</name><value>0001</value></item> xsi:type="asp:field"><name>drop_ship</name><value>0</value></item> xsi:type="asp:field"><name>ship_from</name><value>demo</value></item> xsi:type="asp:field"><name>bin_from</name><value>0</value></item> xsi:type="asp:field"><name>disc_amt</name><value>0.00</value></item> xsi:type="asp:field"><name>commissionable</name><value>90</value></item> xsi:type="asp:field"><name>commission_amt</name><value>4.50</value></item> xsi:type="asp:field"><name>commission_paid1</name><value>0.00</value></item> xsi:type="asp:field"><name>commission_amt2</name><value>0.00</value></item> xsi:type="asp:field"><name>commission_paid2</name><value>0.00</value></item> xsi:type="asp:field"><name>commission_amt3</name><value>0.00</value></item> xsi:type="asp:field"><name>commission_paid3</name><value>0.00</value></item> xsi:type="asp:field"><name>returnqty</name><value>0.00</value></item> xsi:type="asp:field"><name>user_defined1</name><value></value></item> xsi:type="asp:field"><name>user_defined2</name><value></value></item> xsi:type="asp:field"><name>user_defined3</name><value></value></item> xsi:type="asp:field"><name>user_defined4</name><value></value></item> xsi:type="asp:field"><name>user_defined5</name><value></value></item> xsi:type="asp:field"><name>line_type</name><value>activ</value></item> xsi:type="asp:field"><name>li_shipto</name><value>0</value></item> xsi:type="asp:field"><name>li_require_date</name><value> </value></item> xsi:type="asp:field"><name>li_tax_amt</name><value>0.00</value></item> xsi:type="asp:field"><name>li_conf_item</name><value>0</value></item>

24 </table_fields> <where_fields xsi:type="asp:name_value_pair_array" soapenc:arraytype="asp:name_value_pair[]"> <!--these are the field and values to use in the where clause--> <!-- xsi:type="asp:field"> <name>id</name> <value>5</value> </item> --> </where_fields> <special_instructions xsi:type="asp:name_value_pair_array" soapenc:arraytype="asp:name_value_pair[]"> <!--special instructions go here: saving values for later, dynamic lookup of data, etc.--> xsi:type="asp:field"> <name>orderid</name> <value>link_table:so_orders,last</value> </item> </special_instructions> </table_operation> </table_operation_array> </open:table_transactions> </soapenv:body> </soapenv:envelope> 24

25 Sales_order_transaction <?xml version="1.0" encoding="utf-8"?> <soapenv:envelope xmlns:xsi=" xmlns:xsd=" xmlns:soapenv=" xmlns:open="openpro_web_services_wsdl" xmlns:soapenc=" <soapenv:header/> <soapenv:body> <open:table_transactions soapenv:encodingstyle=" <table_operation_array xsi:type="asp:table_operation_array" soapenc:arraytype="asp:table_operation[]" xmlns:asp=" <table_operation xsi:type="asp:table_operation"> <table_name xsi:type="xsd:string">so_orders</table_name> <action xsi:type="xsd:string">insert</action> <table_fields xsi:type="asp:name_value_pair_array" soapenc:arraytype="asp:name_value_pair[]"> <!--These are the fields you want to update or insert--> xsi:type="asp:field"><name>companyid</name><value>demo</value></item> xsi:type="asp:field"><name>id</name><value/></item> xsi:type="asp:field"><name>status</name><value>sales Order</value></item> xsi:type="asp:field"><name>so_type</name><value>1</value></item> xsi:type="asp:field"><name>quote_num</name><value/></item> xsi:type="asp:field"><name>order_num</name><value/></item> xsi:type="asp:field"><name>picking_num</name><value>0</value></item> xsi:type="asp:field"><name>shipping_num</name><value>0</value></item> xsi:type="asp:field"><name>invoice_num</name><value>0</value></item> xsi:type="asp:field"><name>processed</name><value>0</value></item> xsi:type="asp:field"><name>cost</name><value>45.00</value></item> xsi:type="asp:field"><name>totalprice</name><value>97.20</value></item> xsi:type="asp:field"><name>customerid</name><value>cocanut Oil Dist CO</value></item> xsi:type="asp:field"><name>ip</name><value> </value></item> xsi:type="asp:field"><name>entered_by</name><value>0</value></item> xsi:type="asp:field"><name>quote_date</name><value> </value></item> xsi:type="asp:field"><name>order_date</name><value> </value></item> xsi:type="asp:field"><name>invoice_date</name><value> </value></item> xsi:type="asp:field"><name>require_date</name><value> </value></item> xsi:type="asp:field"><name>weight</name><value>130.00</value></item> xsi:type="asp:field"><name>cust_discount</name><value>0.00</value></item> 25

26 26 xsi:type="asp:field"><name>shipping</name><value>0.00</value></item> xsi:type="asp:field"><name>tax</name><value>7.20</value></item> xsi:type="asp:field"><name>tax_code</name><value>caor</value></item> xsi:type="asp:field"><name>po</name><value>0</value></item> xsi:type="asp:field"><name>rep1</name><value>101</value></item> xsi:type="asp:field"><name>rep2</name><value/></item> xsi:type="asp:field"><name>rep3</name><value/></item> xsi:type="asp:field"><name>commission</name><value>0.00</value></item> xsi:type="asp:field"><name>commission_paid1</name><value>0.00</value></item> xsi:type="asp:field"><name>commission2</name><value>0.00</value></item> xsi:type="asp:field"><name>commission_paid2</name><value>0.00</value></item> xsi:type="asp:field"><name>commission3</name><value>0.00</value></item> xsi:type="asp:field"><name>commission_paid3</name><value>0.00</value></item> xsi:type="asp:field"><name>total_commission</name><value>10.000</value></item> xsi:type="asp:field"><name>terms</name><value>0</value></item> xsi:type="asp:field"><name>store</name><value>demo</value></item> xsi:type="asp:field"><name>authnum</name><value/></item> xsi:type="asp:field"><name>cc_id</name><value>0</value></item> xsi:type="asp:field"><name>payment</name><value>awaiting</value></item> xsi:type="asp:field"><name>notes</name><value>test insert from xml rpc</value></item> xsi:type="asp:field"><name>paynum</name><value/></item> xsi:type="asp:field"><name>ship_type</name><value>4</value></item> xsi:type="asp:field"><name>order_type</name><value>29</value></item> xsi:type="asp:field"><name>media_id</name><value>0</value></item> xsi:type="asp:field"><name>invoice_processed</name><value>0</value></item> xsi:type="asp:field"><name>order_processed</name><value>1</value></item> xsi:type="asp:field"><name>bill_to_3rdparty</name><value>0</value></item> xsi:type="asp:field"><name>ship_to_attn</name><value/></item> xsi:type="asp:field"><name>ship_to</name><value>0</value></item> xsi:type="asp:field"><name>num_packages</name><value>0</value></item> xsi:type="asp:field"><name>user_defined1</name><value/></item>

27 xsi:type="asp:field"><name>user_defined2</name><value/></item> xsi:type="asp:field"><name>user_defined3</name><value/></item> xsi:type="asp:field"><name>ecom</name><value>0</value></item> xsi:type="asp:field"><name>inhouse_notes</name><value/></item> xsi:type="asp:field"><name>ship_complete</name><value>0</value></item> xsi:type="asp:field"><name>ship_date</name><value> </value></item> </table_fields> <where_fields xsi:type="asp:name_value_pair_array" soapenc:arraytype="asp:name_value_pair[]"> <!--these are the field and values to use in the where clause--> <!-- xsi:type="asp:field"> <name>id</name> <value>5</value> </item> --> </where_fields> <special_instructions xsi:type="asp:name_value_pair_array" soapenc:arraytype="asp:name_value_pair[]"> <!--special instructions go here: saving values for later, dynamic lookup of data, etc.--> xsi:type="asp:field"> <name>quote_num</name> <value>getnextnumber:next_quote</value> </item> xsi:type="asp:field"> <name>order_num</name> <value>field_link:quote_num</value> </item> xsi:type="asp:field"> <name>customerid</name> <value>table_lookup:ar_customers,company,id</value> </item> </special_instructions> </table_operation> <table_operation xsi:type="asp:table_operation"> <table_name xsi:type="xsd:string">so_lineitems</table_name> <action xsi:type="xsd:string">insert</action> <table_fields xsi:type="asp:name_value_pair_array" soapenc:arraytype="asp:name_value_pair[]"> <!--These are the fields you want to update or insert--> xsi:type="asp:field"><name>companyid</name><value>demo</value></item> xsi:type="asp:field"><name>id</name><value/></item> xsi:type="asp:field"><name>unit_cost</name><value>18.356</value></item> xsi:type="asp:field"><name>itemid</name><value>1</value></item> xsi:type="asp:field"><name>po_id</name><value>0</value></item> xsi:type="asp:field"><name>wo_id</name><value>0</value></item> xsi:type="asp:field"><name>orderid</name><value/></item> xsi:type="asp:field"><name>serial</name><value/></item> 27

28 28 xsi:type="asp:field"><name>rebate</name><value>0.00</value></item> xsi:type="asp:field"><name>phoneuser</name><value/></item> xsi:type="asp:field"><name>quantity</name><value>1.00</value></item> xsi:type="asp:field"><name>qty_fulfilled</name><value>0</value></item> xsi:type="asp:field"><name>qty_canceled</name><value>0.000</value></item> xsi:type="asp:field"><name>qty_invoiced</name><value>0.000</value></item> xsi:type="asp:field"><name>attach</name><value>0</value></item> xsi:type="asp:field"><name>status</name><value>tracking number</value></item> xsi:type="asp:field"><name>notes</name><value/></item> xsi:type="asp:field"><name>unit_price</name><value>90.00</value></item> xsi:type="asp:field"><name>lineitem_no</name><value>0001</value></item> xsi:type="asp:field"><name>drop_ship</name><value>0</value></item> xsi:type="asp:field"><name>ship_from</name><value>demo</value></item> xsi:type="asp:field"><name>bin_from</name><value>0</value></item> xsi:type="asp:field"><name>disc_amt</name><value>0.00</value></item> xsi:type="asp:field"><name>commissionable</name><value>90</value></item> xsi:type="asp:field"><name>commission_amt</name><value>4.50</value></item> xsi:type="asp:field"><name>commission_paid1</name><value>0.00</value></item> xsi:type="asp:field"><name>commission_amt2</name><value>0.00</value></item> xsi:type="asp:field"><name>commission_paid2</name><value>0.00</value></item> xsi:type="asp:field"><name>commission_amt3</name><value>0.00</value></item> xsi:type="asp:field"><name>commission_paid3</name><value>0.00</value></item> xsi:type="asp:field"><name>returnqty</name><value>0.00</value></item> xsi:type="asp:field"><name>user_defined1</name><value/></item> xsi:type="asp:field"><name>user_defined2</name><value/></item> xsi:type="asp:field"><name>user_defined3</name><value/></item> xsi:type="asp:field"><name>user_defined4</name><value/></item> xsi:type="asp:field"><name>user_defined5</name><value/></item> xsi:type="asp:field"><name>line_type</name><value>activ</value></item> xsi:type="asp:field"><name>li_shipto</name><value>0</value></item> xsi:type="asp:field"><name>li_require_date</name><value> </value></item>

29 xsi:type="asp:field"><name>li_tax_amt</name><value>0.00</value></item> xsi:type="asp:field"><name>li_conf_item</name><value>0</value></item> </table_fields> <where_fields xsi:type="asp:name_value_pair_array" soapenc:arraytype="asp:name_value_pair[]"> <!--these are the field and values to use in the where clause--> <!-- xsi:type="asp:field"> <name>id</name> <value>5</value> </item> --> </where_fields> <special_instructions xsi:type="asp:name_value_pair_array" soapenc:arraytype="asp:name_value_pair[]"> <!--special instructions go here: saving values for later, dynamic lookup of data, etc.--> xsi:type="asp:field"> <name>orderid</name> <value>link_table:so_orders,last</value> </item> </special_instructions> </table_operation> </table_operation_array> </open:table_transactions> </soapenv:body> 29

30 Work order transaction enter in work orders for manufacturing process. 30

31 Work order transaction enter in work orders for manufacturing process. <?xml version="1.0" encoding="utf-8"?> <soapenv:envelope xmlns:xsi=" xmlns:xsd=" xmlns:soapenv=" xmlns:asp=" <soapenv:header/> <soapenv:body> <asp:work_order_transaction soapenv:encodingstyle=" <source xsi:type="xsd:string">so</source> <qty xsi:type="xsd:int">1</qty> xsi:type="xsd:int">3</item> <storenum xsi:type="xsd:string">demo</storenum> <soid xsi:type="xsd:int">1293</soid> <lineid xsi:type="xsd:int">2189</lineid> <woid xsi:type="xsd:int">0</woid> </asp:work_order_transaction> </soapenv:body> </soapenv:envelope> 31

32 CRM lead records enter in crm record for leads from a website <soapenv:envelope xmlns:xsi=" xmlns:xsd=" xmlns:soapenv=" xmlns:asp=" xmlns:soapenc=" <soapenv:header/> <soapenv:body> <asp:cm_leads_entry soapenv:encodingstyle=" <lead_record xsi:type="asp:lead_record"> <!--You may enter the following 74 items in any order--> <company_name xsi:type="xsd:string">?</company_name> <company_address xsi:type="xsd:string">?</company_address> <company_address2 xsi:type="xsd:string">?</company_address2> <company_city xsi:type="xsd:string">?</company_city> <company_state xsi:type="xsd:string">?</company_state> <company_statecode xsi:type="xsd:string">?</company_statecode> <company_country xsi:type="xsd:string">?</company_country> <company_zip xsi:type="xsd:string">?</company_zip> <company_phone xsi:type="xsd:string">?</company_phone> <company_fax xsi:type="xsd:string">?</company_fax> <notes xsi:type="xsd:string">?</notes> <status_flag xsi:type="xsd:string">?</status_flag> <sale_likelihood xsi:type="xsd:int">?</sale_likelihood> <prospectsalessize xsi:type="xsd:float">?</prospectsalessize> <lead_source xsi:type="xsd:string">?</lead_source> <group_id xsi:type="xsd:string">?</group_id> <oppty_est_close xsi:type="xsd:string">?</oppty_est_close> <lead_type xsi:type="xsd:string">?</lead_type> <lead_next_step xsi:type="xsd:string">?</lead_next_step> <sm_rep_id xsi:type="xsd:int">?</sm_rep_id> <lead_distributor xsi:type="xsd:int">?</lead_distributor> <lead_dist_person xsi:type="xsd:int">?</lead_dist_person> <lead_source_id xsi:type="xsd:int">?</lead_source_id> <original_source xsi:type="xsd:string">?</original_source> <tax_id xsi:type="xsd:string">?</tax_id> <web_siteid xsi:type="xsd:string">?</web_siteid> <storeid xsi:type="xsd:string">?</storeid> <added_date xsi:type="xsd:string">?</added_date> <empamt xsi:type="xsd:int">?</empamt> <sales xsi:type="xsd:string">?</sales> <bustype xsi:type="xsd:string">?</bustype> <branch xsi:type="xsd:string">?</branch> <credit xsi:type="xsd:string">?</credit> <primary_code xsi:type="xsd:string">?</primary_code> <custtype xsi:type="xsd:string">?</custtype> <siccode xsi:type="xsd:string">?</siccode> <sindustry1 xsi:type="xsd:int">?</sindustry1> <sindustry2 xsi:type="xsd:int">?</sindustry2> <crm_revenues xsi:type="xsd:float">?</crm_revenues> <crm_no_employee xsi:type="xsd:float">?</crm_no_employee> <crm_no_emp_here xsi:type="xsd:float">?</crm_no_emp_here> 32

33 <crm_stock_symbol xsi:type="xsd:string">?</crm_stock_symbol> <crm_dunns xsi:type="xsd:string">?</crm_dunns> <crm_facility_size xsi:type="xsd:float">?</crm_facility_size> <followup_date xsi:type="xsd:string">?</followup_date> <lcdate xsi:type="xsd:string">?</lcdate> <lc_rep xsi:type="xsd:string">?</lc_rep> <rep xsi:type="xsd:string">?</rep> <company_phone_2 xsi:type="xsd:string">?</company_phone_2> <company_ext xsi:type="xsd:string">?</company_ext> <cust_ref xsi:type="xsd:string">?</cust_ref> <ownership xsi:type="xsd:string">?</ownership> <no_emply xsi:type="xsd:string">?</no_emply> <sales_annual xsi:type="xsd:string">?</sales_annual> <userdef1 xsi:type="xsd:string">?</userdef1> <userdef2 xsi:type="xsd:string">?</userdef2> <userdef3 xsi:type="xsd:string">?</userdef3> <userdef4 xsi:type="xsd:string">?</userdef4> <userdef5 xsi:type="xsd:string">?</userdef5> <userdef6 xsi:type="xsd:string">?</userdef6> <userdef7 xsi:type="xsd:string">?</userdef7> <userdef8 xsi:type="xsd:string">?</userdef8> <userdef9 xsi:type="xsd:string">?</userdef9> <userdef10 xsi:type="xsd:string">?</userdef10> <userdef11 xsi:type="xsd:string">?</userdef11> <userdef12 xsi:type="xsd:string">?</userdef12> <ecommerce xsi:type="xsd:int">?</ecommerce> <customerid xsi:type="xsd:int">?</customerid> <vend_id xsi:type="xsd:int">?</vend_id> <list_1 xsi:type="xsd:int">?</list_1> <list_2 xsi:type="xsd:int">?</list_2> <list_3 xsi:type="xsd:int">?</list_3> <list_4 xsi:type="xsd:int">?</list_4> <list_5 xsi:type="xsd:int">?</list_5> </lead_record> <lead_people_record xsi:type="asp:lead_people_record"> <!--You may enter the following 35 items in any order--> <id xsi:type="xsd:int">?</id> <primary_person xsi:type="xsd:int">?</primary_person> < xsi:type="xsd:string">?</ > <fname xsi:type="xsd:string">?</fname> <lname xsi:type="xsd:string">?</lname> <mi xsi:type="xsd:string">?</mi> <address xsi:type="xsd:string">?</address> <address2 xsi:type="xsd:string">?</address2> <city xsi:type="xsd:string">?</city> <statecode xsi:type="xsd:string">?</statecode> <state xsi:type="xsd:string">?</state> <country xsi:type="xsd:string">?</country> <zip xsi:type="xsd:string">?</zip> <phone xsi:type="xsd:string">?</phone> <fax xsi:type="xsd:string">?</fax> <mass check xsi:type="xsd:string">?</mass check> <nameprefix xsi:type="xsd:string">?</nameprefix> <namesuffix xsi:type="xsd:string">?</namesuffix> <massfaxcheck xsi:type="xsd:string">?</massfaxcheck> 33

34 <dob xsi:type="xsd:string">?</dob> <ss xsi:type="xsd:string">?</ss> <drv xsi:type="xsd:string">?</drv> <passport xsi:type="xsd:string">?</passport> <surname xsi:type="xsd:string">?</surname> <sex xsi:type="xsd:string">?</sex> <cell xsi:type="xsd:string">?</cell> <added_date xsi:type="xsd:string">?</added_date> <bustype xsi:type="xsd:string">?</bustype> <branch xsi:type="xsd:string">?</branch> <credit xsi:type="xsd:string">?</credit> <title xsi:type="xsd:string">?</title> <influencer xsi:type="xsd:string">?</influencer> <phone_2 xsi:type="xsd:string">?</phone_2> <ext xsi:type="xsd:string">?</ext> <pass xsi:type="xsd:string">?</pass> </lead_people_record> <lead_people_array xsi:type="asp:lead_people_record_array" soapenc:arraytype="asp:lead_people_record[]"/> </asp:cm_leads_entry> </soapenv:body> </soapenv:envelope>. 34

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