Installation and Setup > Configuring ServiceMax > QuickBooks Export > Configuration
Configuration
Configuration for export to QuickBooks includes configuring the various aspects of the Export for QuickBooks screen and the data to be exported. This is done in a JSON formatted string in the Export Configuration field in the ServiceMax Processes object record of Record Type Export Configuration.
The Export Configuration record with the Is Default? checkbox checked is the one considered as the default export configuration used by the Export for QuickBooks screen. An org can have only one Export Configuration record with Is Default? checked.
ServiceMax provides a sample default configuration for cloning and customization.
Clone the sample Export Configuration record for editing the default configuration. Check Is Default? in the cloned record and uncheck it in the sample record.
The table below describes the configuration parameters of the Export Configuration field:
Configuration Parameters
Description
"headerObjectAPIName":
"SVMXC__Service_Order__c”
The API name of the header object from which data is exported. By default, this is the Work Order object.
"childObjectAPIName":
"SVMXC__Service_Order_Line__c"
The API name of the child object for which data is exported. By default, this is the Work Detail object.
"headerEligibilityCriteriaID":
"EXPR076"
This is the filter applied on the header object and is used to qualify records for export. This is specified as an SFM Expression ID. The default expression filters Closed work orders which have not yet been exported (Expression is Order Status = Closed and Is Exported = False).
"childEligibilityCriteriaID":
"EXPR077"
This is the filter applied on the child object. This is specified as an SFM Expression ID. The default expression filters Usage/Consumption work details which have Is Billable = True.
"filterDateField":
"SVMXC__Closed_On__c"
The header object date field used for the filter on the Export for QuickBooks screen. By default, Export Configuration is set to filter work order records on the Closed On date.
"defaultSortingField":
"SVMXC__Closed_On__c"
The sorting field used for the record list on the Export for Quick- Books screen. By default, it is the Closed On date. The sort order is not configurable, and is always ascending.
"sourceUpdate": [
"field": "SVMXC__Is_Exported__
c", "operator": "Set",
"value": true"
This configuration is used to update fields in the header object
after each record has been exported. By default, Is Exported
= True, indicating they are not available for export again.
If source updates are required to be made to any date or date time fields in the header object, one of the following literals have to be used:
Date: Today, Tomorrow, Yesterday Date Time: Now, Today, Tomorrow, Yesterday.
"displayFields": [
"Name",
"SVMXC__Company__c",
"SVMXC__Contact__c",
"SVMXC__Closed_On__c",
"SVMXC__Total_Billable_Amount_
_c"
The header object fields set here appear as the columns on the Export for QuickBooks screen (see Figure 2).
Fields in the TRNS section labeled TRNSID, TRNSTYPE, DATE, ACCNT, NAME, CLASS, AMOUNT, DOCNUM, TOPRINT
These fields come from the header object and are the header fields in the exported file.
The configuration for fields TRNSID, TRNSTYPE, ACCNT, CLASS, DOCNUM, and TOPRINT should not be changed.
The date values are exported in MM/dd/yy format.
TRNSID and DOCNUM fields are set to the numeric part of the Work Order Name field value.
DATE, NAME, and AMOUNT are set to Closed On, Account Name, and Total Billable Amount field values respectively.
Fields in the SPL section labeled
SPLID, TRNSTYPE, DATE, ACCNT,
NAME, AMOUNT, DOCNUM
These fields come from the child object and are the child fields in the exported file.
The configuration for fields SPLID, TRNSTYPE, ACCNT, NAME, and DOCNUM should not be changed.
The date values are exported in MM/dd/yy format.
SPLID and DOCNUM fields are set to the numeric part of the Work Detail Name field value.
DATE and AMOUNT are set to Closed On and Total Line Price field values respectively.
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