Zoho Books: Please ensure that the "description" has less than 100 characters.

Zoho Books: Please ensure that the "description" has less than 100 characters.

I have this code written to convert Quote into an invoice and keep getting an error even while saving the code. 

Error: Please ensure that the "description" has less than 100 characters.

  1. // Replace with your actual organization ID and connection name
  2.     org_id = "7004318259";
  3.     connection_name = "zohobooks";

  5.     // Fetch the quote details using the provided quote_id
  6.     quote_response = zoho.books.getRecordsByID("Estimates", org_id, quote_id, connection_name);
  7.     estimate = quote_response.get("estimate");

  9.     if (estimate.isEmpty())
  10.     {
  11.         info "Quote not found for ID: " + quote_id;
  12.         return;
  13.     }

  15.     // Extract key details from the quote
  16.     customer_id = estimate.get("customer_id");
  17.     zcrm_potential_id = estimate.get("zcrm_potential_id");
  18.     if(zcrm_potential_id != "" && zcrm_potential_id != null)
  19.     {
  20.         deals = zoho.crm.getRecordById("Deals",zcrm_potential_id);
  21.         What_type_of_job_is_this = deals.get("What_type_of_job_is_this");
  22.     }
  23.     estimate_id = estimate.get("estimate_id");
  24.     estimate_number = estimate.get("estimate_number");
  25.     currency_id = estimate.get("currency_id");
  26.     line_items = estimate.get("line_items");

  28.     // Initialize lists to hold Supply and Installation items
  29.     if(What_type_of_job_is_this == "Mixed Scope (Supply + Install)")
  30.     {
  31.         supply_items = List();
  32.         installation_items = List();

  34.         // Filter line items based on Item Category
  35.         for each  item in line_items
  36.         {
  37.             // Access the custom field "Item Category"
  38.             custom_fields = item.get("item_custom_fields");
  39.             item_category = "";
  40.             for each  cf in custom_fields
  41.             {
  42.                 if(cf.get("label") == "Item Category")
  43.                 {
  44.                     item_category = cf.get("value");
  45.                     break;
  46.                 }
  47.             }

  49.             // Create an item map for invoice creation, including tax
  50.             item_map = Map();
  51.             item_map.put("item_id",item.get("item_id"));
  52.             item_map.put("quantity",item.get("quantity"));
  53.             item_map.put("rate",item.get("rate"));
  54.             item_map.put("tax_id",item.get("tax_id"));
  55.             // Include tax ID (e.g., GST)
  56.             description = item.get("description");
  57.             if(description.length() > 100)
  58.             {
  59.                 description = description.subString(0,100); // Truncate to 100 characters
  60.             }
  61.             item_map.put("description",description);
  62.             // Optional: from quote, limited to 100 characters
  63.             item_map.put("unit",item.get("unit"));
  64.             // Optional: from quote

  66.             if(item_category.equalsIgnoreCase("Supply"))
  67.             {
  68.                 supply_items.add(item_map);
  69.             }
  70.             else if(item_category.equalsIgnoreCase("Installation"))
  71.             {
  72.                 installation_items.add(item_map);
  73.             }
  74.         }

  76.         // Prepare common invoice details
  77.         current_date = today;
  78.         current_date = current_date.toString("yyyy-MM-dd");
  79.         // Format for API
  80.         due_date = addDay(current_date,30).toString("yyyy-MM-dd");

  82.         // API URL for Zoho Books Invoices endpoint
  83.         base_url = "https://www.zohoapis.com.au/books/v3/invoices?organization_id=" + org_id;

  85.         // Create Supply Invoice if there are Supply items
  86.         if(!supply_items.isEmpty())
  87.         {
  88.             supply_invoice_map = Map();
  89.             supply_invoice_map.put("customer_id",customer_id);
  90.             supply_invoice_map.put("currency_id",currency_id);
  91.             supply_invoice_map.put("date",current_date);
  92.             supply_invoice_map.put("due_date",due_date);
  93.             supply_invoice_map.put("line_items",supply_items);
  94.             supply_invoice_map.put("reference_number","SUP-" + estimate_number);
  95.             supply_invoice_map.put("notes",estimate.get("notes"));
  96.             supply_invoice_map.put("terms",estimate.get("terms"));
  97.             supply_invoice_map.put("invoiced_estimate_id",estimate_id);
  98.             // Link to estimate
  99.             supply_invoice_map.put("zcrm_potential_id",zcrm_potential_id);
  100.             // CRM deal link
  101.             supply_invoice_map.put("ignore_auto_number_generation",false);
  102.             // Auto-generate invoice number
  103.             supply_invoice_map.put("is_inclusive_tax",false);
  104.             // Match your sample
  105.             supply_invoice_map.put("discount",0);
  106.             // From quote
  107.             supply_invoice_map.put("shipping_charge",0);
  108.             // From quote
  109.             supply_invoice_map.put("adjustment",0);
  110.             // From quote

  112.             // Convert map to JSON string for API
  113.             parameters_data = supply_invoice_map.toString();

  115.             // Invoke URL to create Supply Invoice
  116.             response = invokeurl
  117.             [
  118.                 url :base_url
  119.                 type :POST
  120.                 parameters:parameters_data
  121.                 connection:"zohobooks"
  122.             ];
  123.             info response;
  124.         }

  126.         // Create Installation Invoice if there are Installation items
  127.         if(!installation_items.isEmpty())
  128.         {
  129.             installation_invoice_map = Map();
  130.             installation_invoice_map.put("customer_id",customer_id);
  131.             installation_invoice_map.put("currency_id",currency_id);
  132.             installation_invoice_map.put("date",current_date);
  133.             installation_invoice_map.put("due_date",due_date);
  134.             installation_invoice_map.put("line_items",installation_items);
  135.             installation_invoice_map.put("reference_number","INST-" + estimate_number);
  136.             installation_invoice_map.put("notes",estimate.get("notes"));
  137.             installation_invoice_map.put("terms",estimate.get("terms"));
  138.             installation_invoice_map.put("invoiced_estimate_id",estimate_id);
  139.             // Link to estimate
  140.             installation_invoice_map.put("zcrm_potential_id",zcrm_potential_id);
  141.             // CRM deal link
  142.             installation_invoice_map.put("ignore_auto_number_generation",false);
  143.             // Auto-generate invoice number
  144.             installation_invoice_map.put("is_inclusive_tax",false);
  145.             // Match your sample
  146.             installation_invoice_map.put("discount",0);
  147.             // From quote
  148.             installation_invoice_map.put("shipping_charge",0);
  149.             // From quote
  150.             installation_invoice_map.put("adjustment",0);
  151.             // From quote

  153.             // Convert map to JSON string for API
  154.             parameters_data = installation_invoice_map.toString();

  156.             // Invoke URL to create Installation Invoice
  157.             response = invokeurl
  158.             [
  159.                 url :base_url
  160.                 type :POST
  161.                 parameters:parameters_data
  162.                 connection:"zohobooks"
  163.             ];
  164.             info response;
  165.         }
  166.     }
  167.     else
  168.     {
  169.         supply_items = List();

  171.         // Create an item map for invoice creation, including tax
  172.         for each  item in line_items
  173.         {
  174.             // Create an item map for invoice creation, including tax
  175.             item_map = Map();
  176.             item_map.put("item_id",item.get("item_id"));
  177.             item_map.put("quantity",item.get("quantity"));
  178.             item_map.put("rate",item.get("rate"));
  179.             item_map.put("tax_id",item.get("tax_id"));
  180.             // Include tax ID (e.g., GST)
  181.             description = item.get("description");
  182.             if(description.length() > 100)
  183.             {
  184.                 description = description.subString(0,100); // Truncate to 100 characters
  185.             }
  186.             item_map.put("description",description);
  187.             // Optional: from quote, limited to 100 characters
  188.             item_map.put("unit",item.get("unit"));
  189.             supply_items.add(item_map);
  190.         }

  192.         // Prepare common invoice details
  193.         current_date = today;
  194.         current_date = current_date.toString("yyyy-MM-dd");
  195.         // Format for API
  196.         due_date = addDay(current_date,30).toString("yyyy-MM-dd");

  198.         // API URL for Zoho Books Invoices endpoint
  199.         base_url = "https://www.zohoapis.com.au/books/v3/invoices?organization_id=" + org_id;

  201.         // Create Supply Invoice if there are Supply items
  202.         supply_invoice_map = Map();
  203.         supply_invoice_map.put("customer_id",customer_id);
  204.         supply_invoice_map.put("currency_id",currency_id);
  205.         supply_invoice_map.put("date",current_date);
  206.         supply_invoice_map.put("due_date",due_date);
  207.         supply_invoice_map.put("line_items",supply_items);
  208.         supply_invoice_map.put("reference_number",estimate_number);
  209.         supply_invoice_map.put("notes",estimate.get("notes"));
  210.         supply_invoice_map.put("terms",estimate.get("terms"));
  211.         supply_invoice_map.put("invoiced_estimate_id",estimate_id);
  212.         // Link to estimate
  213.         supply_invoice_map.put("zcrm_potential_id",zcrm_potential_id);
  214.         // CRM deal link
  215.         supply_invoice_map.put("ignore_auto_number_generation",false);
  216.         // Auto-generate invoice number
  217.         supply_invoice_map.put("is_inclusive_tax",false);
  218.         // Match your sample
  219.         supply_invoice_map.put("discount",0);
  220.         // From quote
  221.         supply_invoice_map.put("shipping_charge",0);
  222.         // From quote
  223.         supply_invoice_map.put("adjustment",0);
  224.         // From quote

  226.         // Convert map to JSON string for API
  227.         parameters_data = supply_invoice_map.toString();

  229.         // Invoke URL to create Supply Invoice
  230.         response = invokeurl
  231.         [
  232.             url :base_url
  233.             type :POST
  234.             parameters:parameters_data
  235.             connection:"zohobooks"
  236.         ];
  237.         info response;
  238.     }

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                                                                                                            Hi Sir Earlier I joined IIFL team and got an organizational email of zoho services. Later i quit and now my account is deactivated with IIFL but i am unable to link my mobile number to my own email id with zoho.

                                                                                                          • Add Custom Reports To Dashboard or Home Tab

                                                                                                            Hi there, I think it would be great to be able to add our custom reports to the Home Tab or Dashboards. Thanks! Chad

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