How can I find out the status of a statement in chargify? I.e. if it is paid of not?
I found this documentation. It says:
Chargify Statements give you and your customers a breakdown of Subscription charges, payments, credits, and activity on a period-by-period basis. A Statement is similar to an “Invoice” because it is marked as currently paid or unpaid. Statements display all account activity for a specific usage period.
So, I would expect there to be a marking field which would tell me if the statement is paid, but I can not find such field. I tried to find the field in the documentation I linked above and in the query result I have in my system.
In my system I tried to rely on the ending_balance_in_cents field. I.e. when it is 0 I deem the statement as paid, otherwise as unpaid. But the problem is that the Chargify does not think the same way. It has the following statement:
As you can see the statement is Paid, even though the Ending Balance is not 0.
It looks like the payment came in after the statement closed. Try looking at the settled_at date and see if that helps determine if the statement is now paid.
https://reference.chargify.com/v1/statements/statements-intro#statement-output-attributes
Related
I am very new to E-Commerce World.
I have a use case scenario that I want to Implement in Oracle NetSuite.
But I am not sure how to move forward with it.
Use-Case Scenario:
A Sales Order has a few Line Items & Among them, a few are out of stock.
The 3PL currently I am dealing with accepts only one Unique Sales Order ID as an Identifier.
I want to fulfill the items that are currently in stock and Later on, when the Inventory gets updated I want to fulfill the remaining Items back-ordered in the Sales Order.
But the fulfillment should happen only after the customer has paid for the Items.
Can anyone let me know? How can I achieve this?
Thank you.
You will probably need some customisation to achieve this. I don't know the full set of processes you're working with, but as a general approach, I would suggest the following:
Set up a payment term that says the customer must prepay.
Set up a script to run on your fulfilments, handle "prepay" customers.
You'll also want to check your settings in Setup > Accounting > Accounting Preferences > Order Management. Look for the option on sales orders and fulfilment. You'll probably want to default your fulfilment to available quantity only. You may want to prevent overage on your fulfilments.
When the script executes on your fulfilment, it should execute "before load". The script will need to check the sales order it's fulfilling. If the term is "prepay", the script should then check if a payment has been made against the sales order. You'll potentially need to consider deposits and paid invoices. If the script finds no payments, then it should block the fulfilment.
I'm working on the assumption that you will create a fulfilment with a "Picked" status to send to your warehouse. When they confirm the "goods-out", you will want some sort of feedback loop from your 3PL to set the fulfilment to "Shipped" and update your tracking numbers.
I hope this helps.
Mark
I looked through the Squareup.com API v2 for a method to retrieve a transaction using the receipt number on the printed receipt (It is 4 characters) but I found nothing documented for this method.
Is this possible?
I know I can get the transaction details using transaction ID but that's not what I want.
No, you cannot query the API by receipt number at this time.
If you needed to look up by receipt number, you could keep a separate store of the receipts indexed by the receipt code, but that might be more trouble than it is worth.
The 4-digit receipt ID you are referring to is the same as the first four characters of the selected tender ID for the transaction. You could accomplish this by retrieving all transactions for the given location and searching the first four characters. You may need additional details, such as the payment total to guarantee against duplicates.
I need some assistance in writing a query - for What is the most recent location of the person with the most debt on their credit card. This is my first time using forum and I am new to SQL Any and all help is appreciated
There's nothing we can really do for you unless you show us what you have, in terms of your database. This also isn't a place for getting people to do your work for you.
What you need to do for this problem is a simple SELECT query, and using the max function find the record with the highest credit card debt, and the name of that person.
http://www.w3schools.com/sql/sql_func_max.asp
Above is a site where you can look at how to use the MAX function,, and even practice it with some fake data.
This might look like
:SELECT Name, MAX(CCDEBT) FROM MyDatabase
At my workplace there is a "Daily Feedback" database where details are entered of any errors made by Customer Service Officers (CSOs), such as who made the mistake, when, and what service it was for. this is so we can gather data which would show areas where CSO's are repeatedly making mistakes so we can feed this back to them and train them in those areas if need be.
i currently have a report where an CSOs name is entered along with a date range and it produces the report showing the number of errors made for each service for that date range.
the code used is -
=Sum(IIf([Service]="Housing",1,0))
=Sum(IIf([Service]="Environmental Health",1,0))
etc etc for each Service.
The problem i have is that not every CSO does EVERY service and so there are usually a few results showing as "0". and i cannot be sure if thats because they dont do the service or if they are just very good at that service.
Being absolutely useless at SQL (or any other possible way of fixing this) i cannot figure out how to HIDE the entries that produce the zero value.
any help here would be greatly appreciated!
Assuming you have a table with the fields CSO, Service, FeedbackComments you could modify the report record source to
SELECT [CSO], [Service], Count([FeedbackComments])
FROM [FeedbackTable]
GROUP BY [CSO], [Service];
Then services which have no records will not appear on the report.
I don't understand exactly what you want. But I want to mention you can use the COUNT() function along with SUM(). A count >0 will reveal if 0 means '0' instances or '0' errors.
I have a table that has ordernumber, cancelled date and reason.
Reason field is varchar(255) field and it was written by many different sales rep and really hard to group by the reason category I need to generate a report to categorize cancelation reasons. What is the best way to analyse the reasons with TSQL?
Sample of reasons entered by sales rep
cust already has this order going out
cust can not hold for item Called to cancel order
cust doesn't want to pay for shipping
wife ordered same item from different vendor, sent email
cst made a duplicate order, sent email
cst can't hold
Cust doesn't want to go through verification process so is cancelling order
doesn't ant to hold for Bo
doesn't want
Cust called to cancel the order He can no longer get the product he wants
cnt hld
will not comply with export req
cant' hold
Custs request
Cust will not hold for BO
per. cust. request.
BTW I have SQL Server 2005.
part of your problem is that this these aren't truly reason codes. sounds like an issue with your schema to me. if there aren't predefined reason codes to reference and you're allowing free text entry for each reason, then there's really no way to do this directly, outside of pulling distinct reasons back, which is probably not going to be very useful.
just an idea, can you add another column to the table, even if it's in a temp or test environment and then give the business users the ability to assign a code (e.g. 1 for mis-ships, 2 for duplicate orders, 3 for wrong item etc.) to each order cancellation. then perform the analysis on that.
i assume that's what they're expecting from you, but i don't know that i see any better way. you could always perform the analysis yourself if you have the authority/knowledge but this might be painful if you have a ton of cancellations.
edit- i see now that you've tagged this with regex... it would be possible to setup specified keywords to pull out the entries, but there'd have to be some tolerance built in and still manual analysis afterwards for items which don't fall into any specified category due to misspellings etc. /edit
+1 to #jmatthews, you really need to have reason codes that are selected and then possibly allow free-form entry for the full reason.
If this isn't an option you can look into text clustering. Don't expect that to be fast or easy though, it's still an open research topic and is related to both AI and machine learning.
Look at Term Lookup in SSIS, here is an article to read.