Discussions

I am having some difficulty locating a way to add payment terms to a commerce product order either through the iMIS interface or through the API. It appears that terms may be configured according to this documentation, <https://help.imis.com/enterprise/features/settings/finance.htm#Terms>, but the cart process does not allow staff members to assign the terms at checkout. I also do not see this ability prior to generating the invoice for the order. I also do not see this feature in the API documentation. Am I missing something or is this not present in the current version of iMIS?

We have some tables that were created in iMIS Desktop as Always create. They were tied to the individual by ID and when a new user was created these tables automatically received an entry for the new user. I am told this functionality was not carried over into the EMS version. Until this is addressed in EMS what is the recommended approach to automatically add entries in these tables when a new user is created?

When a file is uploaded to a panel using the panel editor ipart in the iMIS interface, where does the file name and type get stored so that when the file is downloaded from the panel, it is properly named? I see this function, \_f73fe3f477f943d69469ec5bc80a6575_DownloadFileClick('E5B263FE1073325A05201EC460C7E7ED'), as the onclick event for the download button in the panel. I imagine that E5B263FE1073325A05201EC460C7E7ED is a GUID with the hyphens removed. I searched for this in the document business object but did not find it. Thanks, Korey

To our knowledge, relationship records are stored in the `Relationship` table and each row as a unique `SEQN` value. Is it possible to query relationship records and retrieve this `SEQN` information? The case use would be then to be able to delete a `Relationship` record after finding it via its `SEQN` value. In other words, given a `Relationship.SEQN` a user would want to be able to edit or delete the relationship record from there.

Hello, I was trying to figure out how to query to only show active items. So I changed a Commerce product's Status to "Inactive". I GET /api/Item, look at the item in question, notice it has ItemStatus: 1. I assume 0 is Active since it's hidden when Active. I tried querying /api/Item?ItemStatus=0, I see no results. I tried querying /api/Item?ItemStatus=1 (to see the item I just changed and saw) and I see no results. I'm led to believe this parameter doesn't work somehow? Can someone shed some light on what is happening here please? Thanks.

Hi, With the new Pricing Groups structure for commerce items, how does one configure those via the API? Querying ItemPrice?ItemId= Only shows me the default price, and no pricing groups. Thank you.

can any one provide me with information about the stored procedure's output

I'm looking to add a Registration option and pricing through the API. The way I go about it currently is to clone an event that has RegistrationOptions/Functions and then update the pricing using the /api/ItemPrice endpoint. Below is an example I use to add function code "REG" to the EXAMPEVENT code. PUT /api/Event/EXAMPEVENT ```json json { "$type": "Asi.Soa.Events.DataContracts.EventData, Asi.Contracts", "Location": { "$type": "Asi.Soa.Membership.DataContracts.LocationPartyAddressData, Asi.Contracts", "Name": "" }, "Capacity": 0, "AddGuests": true, "RegisterOthers": true, "AdditionalDescription": "", "Functions": { "$type": "Asi.Soa.Events.DataContracts.EventFunctionDataCollection, Asi.Contracts", "$values": [] }, "RegistrationOptions": { "$type": "Asi.Soa.Events.DataContracts.OptionEventFunctionDataCollection, Asi.Contracts", "$values": [ { "$type": "Asi.Soa.Events.DataContracts.OptionEventFunctionData, Asi.Contracts", "RelatedFunctions": { "$type": "Asi.Soa.Events.DataContracts.EventRelatedFunctionDataCollection, Asi.Contracts", "$values": [] }, "AvailableTo": 3, "EventFunctionId": "EXAMPEVENT/REG", "EventFunctionCode": "REG", "Name": "Registration", "Description": "", "IsEventRegistrationOption": true, "RegistrationType": 3, "Category": { "$type": "Asi.Soa.Events.DataContracts.EventFunctionCategoryData, Asi.Contracts", "EventFunctionCategoryId": "REG", "Name": "REG" }, "Status": "", "SortOrder": 0, "Location": { "$type": "Asi.Soa.Membership.DataContracts.LocationPartyAddressData, Asi.Contracts", "Name": "" }, "Capacity": 300, "MaximumQuantityPerRegistrant": 1, "Item": { "$type": "Asi.Soa.Commerce.DataContracts.ItemSummaryData, Asi.Contracts", "Description": "", "ItemClass": { "$type": "Asi.Soa.Commerce.DataContracts.ItemClassSummaryData, Asi.Contracts", "ItemClassId": "MEETING", "Name": "Event Function" }, "ItemCode": "EXAMPEVENT/REG", "ItemId": "EXAMPEVENT/REG", "Name": "Registration" }, "ProgramGroups": { "$type": "Asi.Soa.Events.DataContracts.ProgramGroupDataCollectionCollection, Asi.Contracts", "$values": [ { "$type": "Asi.Soa.Events.DataContracts.ProgramGroupDataCollection, Asi.Contracts", "$values": [ { "$type": "Asi.Soa.Events.DataContracts.ProgramGroupData, Asi.Contracts", "ProgramGroupId": "Date Not Specified", "Name": "Date Not Specified", "Sort": "9999-01-01" } ] }, { "$type": "Asi.Soa.Events.DataContracts.ProgramGroupDataCollection, Asi.Contracts", "$values": [] }, { "$type": "Asi.Soa.Events.DataContracts.ProgramGroupDataCollection, Asi.Contracts", "$values": [] } ] }, "ConflictCodes": { "$type": "System.Collections.ObjectModel.Collection`1[[System.String, mscorlib]], mscorlib", "$values": [] }, "EventFormSectionId": "", "FinancialEntityId": "", "ContinuingEducationCreditInformation": { "$type": "Asi.Soa.Events.DataContracts.ContinuingEducationCreditInformationDataCollection, Asi.Contracts", "$values": [ { "$type": "Asi.Soa.Events.DataContracts.ContinuingEducationCreditInformationData, Asi.Contracts", "CreditType": "" } ] } } ] }, "RegistrationClosedMessage": "Registration is closed.", "ProgramGroupInfo": { "$type": "Asi.Soa.Events.DataContracts.ProgramGroupInfoDataCollection, Asi.Contracts", "$values": [ { "$type": "Asi.Soa.Events.DataContracts.ProgramGroupInfoData, Asi.Contracts", "ProgramGroupInfoId": "Day", "Name": "Day", "ProgramGroups": { "$type": "Asi.Soa.Events.DataContracts.ProgramGroupDataCollection, Asi.Contracts", "$values": [] } }, { "$type": "Asi.Soa.Events.DataContracts.ProgramGroupInfoData, Asi.Contracts", "ProgramGroupInfoId": "Category", "Name": "Category", "AllowFreeFormValues": true, "ProgramGroups": { "$type": "Asi.Soa.Events.DataContracts.ProgramGroupDataCollection, Asi.Contracts", "$values": [] } }, { "$type": "Asi.Soa.Events.DataContracts.ProgramGroupInfoData, Asi.Contracts", "ProgramGroupInfoId": "Track", "Name": "Track", "AllowFreeFormValues": true, "ProgramGroups": { "$type": "Asi.Soa.Events.DataContracts.ProgramGroupDataCollection, Asi.Contracts", "$values": [] } } ] }, "EventFormId": "", "EventFormSectionId": "", "PublishingInformation": { "$type": "Asi.Soa.Core.DataContracts.PublishingInformationData, Asi.Contracts", "StartDate": null, "ExpirationDate": "2023-11-13T23:59:00", "Keywords": { "$type": "System.Collections.ObjectModel.Collection`1[[System.String, mscorlib]], mscorlib", "$values": [] }, "PublishingState": 0 }, "FinancialEntityId": "GEN", "NotificationPartyId": "", "EventId": "EXAMPEVENT", "EventCode": "EXAMPEVENT", "Name": "Example Event", "Description": "This survey course presents the methods and techniques that organizations in our industry use to efficiently and successfully manage processes. Join us as we compare and contrast practices and discuss appropriate circumstances for which to apply each practice.", "RegistrationType": 3, "Category": { "$type": "Asi.Soa.Events.DataContracts.EventCategoryData, Asi.Contracts", "EventCategoryId": "CH" }, "ParentIdentity": { "$type": "Asi.Soa.Core.DataContracts.IdentityData, Asi.Contracts", "EntityTypeName": "Public", "IdentityElements": { "$type": "System.Collections.ObjectModel.Collection`1[[System.String, mscorlib]], mscorlib", "$values": [ "Public Groups" ] } }, "Status": "A", "DisplayLayouts": { "$type": "Asi.Soa.Core.DataContracts.DisplayLayoutDataCollection, Asi.Contracts", "$values": [ { "$type": "Asi.Soa.Core.DataContracts.DisplayLayoutData, Asi.Contracts", "LayoutDirectory": "~/EventDetail" }, { "$type": "Asi.Soa.Core.DataContracts.DisplayLayoutData, Asi.Contracts", "LayoutType": 1, "LayoutDocument": { "$type": "Asi.Soa.Core.DataContracts.DocumentSummaryData, Asi.Contracts", "DocumentId": "debfa74b-e29a-496d-ac46-1b033417481a" } } ] }, "StartDateTime": "2023-10-22T00:00:00", "EndDateTime": "2023-10-22T00:00:00", "AdditionalAttributes": { "$type": "Asi.Soa.Core.DataContracts.GenericPropertyDataCollection, Asi.Contracts", "$values": [ { "$type": "Asi.Soa.Core.DataContracts.GenericPropertyData, Asi.Contracts", "Name": "fullAddressAttribute", "Value": { "$type": "Asi.Soa.Membership.DataContracts.FullAddressData, Asi.Contracts", "Address": { "$type": "Asi.Soa.Membership.DataContracts.AddressData, Asi.Contracts", "AddressLines": { "$type": "Asi.Soa.Membership.DataContracts.AddressLineDataCollection, Asi.Contracts", "$values": [ "", "", "" ] }, "CityName": "", "CountryCode": "", "CountrySubEntityCode": "", "FullAddress": "", "PostalCode": "" }, "CommunicationPreferences": { "$type": "Asi.Soa.Membership.DataContracts.CommunicationPreferenceDataCollection, Asi.Contracts", "$values": [ { "$type": "Asi.Soa.Membership.DataContracts.CommunicationPreferenceData, Asi.Contracts", "Reason": "mail" }, { "$type": "Asi.Soa.Membership.DataContracts.CommunicationPreferenceData, Asi.Contracts", "Reason": "bill" }, { "$type": "Asi.Soa.Membership.DataContracts.CommunicationPreferenceData, Asi.Contracts", "Reason": "ship" } ] }, "DisplayName": "" } }, { "$type": "Asi.Soa.Core.DataContracts.GenericPropertyData, Asi.Contracts", "Name": "WebEnabled", "Value": { "$type": "System.Boolean", "$value": true } }, { "$type": "Asi.Soa.Core.DataContracts.GenericPropertyData, Asi.Contracts", "Name": "ViewOnly", "Value": { "$type": "System.Boolean", "$value": false } }, { "$type": "Asi.Soa.Core.DataContracts.GenericPropertyData, Asi.Contracts", "Name": "MUFPro1", "Value": "" }, { "$type": "Asi.Soa.Core.DataContracts.GenericPropertyData, Asi.Contracts", "Name": "MUFPro2", "Value": "" }, { "$type": "Asi.Soa.Core.DataContracts.GenericPropertyData, Asi.Contracts", "Name": "MUFPro3", "Value": "" }, { "$type": "Asi.Soa.Core.DataContracts.GenericPropertyData, Asi.Contracts", "Name": "MUFPro4", "Value": "" }, { "$type": "Asi.Soa.Core.DataContracts.GenericPropertyData, Asi.Contracts", "Name": "MUFPro5", "Value": "" }, { "$type": "Asi.Soa.Core.DataContracts.GenericPropertyData, Asi.Contracts", "Name": "MUFPro6", "Value": "" }, { "$type": "Asi.Soa.Core.DataContracts.GenericPropertyData, Asi.Contracts", "Name": "MUFPro7", "Value": "" }, { "$type": "Asi.Soa.Core.DataContracts.GenericPropertyData, Asi.Contracts", "Name": "MUFPro8", "Value": "" }, { "$type": "Asi.Soa.Core.DataContracts.GenericPropertyData, Asi.Contracts", "Name": "MUFPro9", "Value": "" }, { "$type": "Asi.Soa.Core.DataContracts.GenericPropertyData, Asi.Contracts", "Name": "MUFPro10", "Value": "" }, { "$type": "Asi.Soa.Core.DataContracts.GenericPropertyData, Asi.Contracts", "Name": "TAX_AUTHORITY", "Value": "" }, { "$type": "Asi.Soa.Core.DataContracts.GenericPropertyData, Asi.Contracts", "Name": "TAX_BY_ADDRESS", "Value": { "$type": "System.Boolean", "$value": false } }, { "$type": "Asi.Soa.Core.DataContracts.GenericPropertyData, Asi.Contracts", "Name": "VAT_RULE", "Value": "" } ] } } ``` In the API result it does show with a successful 200, but if I run a GET call or try to load it up in iMIS it doesn't show. Could there be a missing value? And if there is an option to add pricing groups to the event registration items I would love to see an example of that as well.

Our members struggle mightily with remembering usernames and passwords. Is ASI giving thought to something like passwordless connections, <https://auth0.com/docs/authenticate/passwordless>, for end users.

how can we call store procedure using imis