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.     }

      • Recent Topics

      • Ability to Link Reported Issues from Zoho Desk to Specific Tasks or Subtasks in Zoho Projects

        Hi Zoho Desk Team, Hope you're doing well. When reporting a bug from Zoho Desk to Zoho Projects, we’ve noticed that it’s currently not possible to select an existing task or subtask to associate the issue with. However, when working directly inside Zoho

      • Print Tickets

        We have field engineers who visit customers. We would like the option to print a job sheet with full details of the job and account/contact details.

      • Zoho Desk integration with Power BI

        Hi, I want to be able to create a Power BI report which has live updates of ticket data from zoho desk, is this possile at all? Thanks Jack

      • Ability to Attach Images When Reporting Issues to Zoho Projects from Zoho Desk

        Hi Zoho Desk Team, Hope you’re doing well. We’re using the Zoho Desk–Zoho Projects integration to report bugs directly from support tickets into the Zoho Projects issue tracker. This integration is extremely useful and helps us maintain smooth coordination

      • Ability to Choose Task List and Add Subtasks When Creating Tasks from Zoho Desk

        Hi Zoho Desk Team, Hope you’re doing well. We’re using the Zoho Desk–Zoho Projects integration to seamlessly connect customer tickets with project tasks. While the integration works great overall, we noticed two important limitations that affect our workflow

      • Sync Task Status from Zoho Projects to Zoho Desk

        Hi Zoho Desk Team, Hope you’re doing well. We’re actively using the Zoho Desk–Zoho Projects integration, which helps our support and project teams stay aligned. However, we noticed that when we change a task’s status in Zoho Projects, the change is not

      • Default/Private Departments in Zoho Desk

        1) How does one configure a department to be private? 2) Also, how does one change the default department? 1) On the list of my company's Zoho Departments, I see that we have a default department, but I am unable to choose which department should be default. 2) From the Zoho documentation I see that in order to create a private department, one should uncheck "Display in customer portal" on the Add Department screen. However, is there a way to change this setting after the department has been created?

      • Zoho CRM IP Addresses to Whitelist

        We were told to whitelist IP addresses from Zoho CRM.  (CRM, not Zoho Mail.) What is the current list of IP Addresses to whitelist for outbound mail? Is there a website where these IP addresses are published and updated?  Everything I could find is over

      • Color of Text Box Changes

        Sometimes I find the color of text boxes changed to a different color. This seems to happen when I reopen the same slide deck later. In the image that I am attaching, you see that the colors of the whole "virus," the "irology" part of "virology," and

      • The difference between Zoho Marketing Automation and Zoho Campaigns

        Greetings Marketers! This post aims to differentiate between Zoho Marketing Automation and Zoho Campaigns. By the time you get to the end of the post, you will be able to choose a product that objectively suits you. What is Zoho Marketing Automation?

      • How to use Rollup Summary in a Formula Field?

        I created a Rollup Summary (Decimal) field in my module, and it shows values correctly. When I try to reference it in a Formula Field (e.g. ${Deals.Partners_Requested} - ${Deals.Partners_Paid}), I get the error that the field can’t be found. Is it possible

      • Zoho Mail Android app update - View emails shared via Permalink on the app.

        Hello everyone! In the latest version(v2.8.2) of the Zoho Mail Android app update, we have brought in support to access the emails shared via permalink within the app. Earlier, when you click the permalink of an email, you'll be redirected to a mobile

      • Let us view and export the full price books data from CRM

        I quote out of CRM, some of my clients have specialised pricing for specific products - therefore we use Price Books to manage these special prices. I can only see the breakdown of the products listed in the price book and the specialised pricing for

      • How to display Motivator components in Zoho CRM home page ?

        Hello, I created KPI's, games and so but I want to be able to see my KPI's and my tasks at the same time. Is this possible to display Motivator components in Zoho CRM home page ? Has someone any idea ? Thanks for your help.

      • Introducing Record Summary: smarter insights at your fingertips

        Hello everyone, We’re excited to introduce the Record Summary feature. This powerful addition makes use of Zia to simplify how you interact with your CRM data, providing a seamless, consolidated view of critical record information. Scrolling through the

      • Zoho Bookings changes Lead Source

        Hi. i would like to know if there's a way for Zoho Bookings to not change the lead source when booking a lead for an appointment as the lead source will be used in a report. Scenario: Lead source: Website after booking an appointment Lead source: Zoho Bookings Thanks. Dan

      • Delegates should be able to delete expenses

        I understand the data integrity of this request. It would be nice if there was a toggle switch in the Policy setting that would allow a delegate to delete expenses from their managers account. Some managers here never touch their expense reports, and

      • Function #9: Copy attachments of Sales Order to Purchase Order on conversion

        This week, we have written a custom function that automatically copies the attachments uploaded for a sales order to the corresponding purchase order after you convert it. Here's how to configure it in your Zoho Books organization. Custom Function: Hit

      • Kaizen #8 - Handling Recurrence and Participants in the Events Module via API

        Hello everyone! We are back this week with an exciting post—Handling recurrence and participants in the Events module through API. First things first—What is the Events module? "Events" is a part of the Activities module in Zoho CRM.  An event is an activity that happens at a given place and time. You can find Events on the user's Zoho CRM's home page, Activities home page, Calendar, and in other related records. What are the types of Events? Events are of two types—Recurring and non-recurring events.

      • Marketer’s Space - Get Holiday-Ready with Zoho Campaigns

        Hello marketers, Welcome back to another post in Marketer’s Space! Q4 is packed with opportunities to connect with your audience - from Halloween, Black Friday, and Cyber Monday, to Thanksgiving, Christmas, and New Year. In this post, we’ll look at how

      • Personalized demo

        can I know more about the personalized demo we are construction company and

      • Can I collect email addresses in a form??

        Can I add new subscribers to my email list (hosted in FloDesk) when they check a box and add their email address on a Zoho form?

      • Zoho CRM Android app updates: Kiosk and multiple file upload support for subforms

        Hello everyone, We've rolled out new enhancements to the Zoho CRM Android app to bring better mobile CRM experience and efficiency. Let's take a quick look at what's new: Kiosk Multiple file uploads for subforms Kiosk Kiosk is a no-code tool in Zoho CRM

      • Alerts for mentions in comments

        We are testing the use of Writer internally and found that when a user is mentioned in a comment, there is no email alert for the mention. Is this something that's configurable, and if so, where can we enable this option?

      • OAuth integration issues

        I'm experiencing persistent OAuth errors when trying to connect Make with Zoho API. I've tried multiple approaches but keep encountering the following issues: First error: 'Invalid Redirect Uri - Redirect URI passed does not match with the one configured'

      • Zoho Mail Android app update: Manage folders

        Hello everyone! In the latest version(v2.9) of the Zoho Mail Android app update, we have brought in support for an option to manage folders. You can now create, edit, and delete folders from within the mobile app. You can also manage folders for the POP

      • validation rules doesn't work in Blueprint when it is validated using function?

        I have tried to create a validation rule in the deal module. it works if I try to create a deal manually or if I try to update the empty field inside a deal. but when I try to update the field via the blueprint mandatory field, it seems the validation

      • Get Zoho Mail API working (including DRE Connector, Oauth Token, ZUID, ZOID & ACCOUNT_ID)

        Disclaimer: I’m not a professional coder! Do you need to use Zoho Mail API? Me too. It lets you do all sorts of things — like reading the complete header of an email, or forwarding an email with its attachments — which is what I wanted to do. But setting

      • Revenue Deferrals

        Does ZOHO books and subscriptions handle Revenue Deferrals?   

      • Can I make a website open inside Zoho whenever I log in?

        Hi Zoho Team, Every day, I check a few websites for updates, for example, Rojgar--result, where I see the latest government job results and notifications. I was wondering if there’s any option in Zoho to make a website like that open inside Zoho whenever

      • Kaizen #214 - Workflow APIs - Part 2

        Welcome back to another week of Kaizen! Last week, we discussed how Zylker Cloud Services used the Workflow APIs to discover and audit all the automations in their CRM, listing every workflow, checking triggers, and understanding their automation limits.

      • Playback and Management Enhancements for Zoho Quartz Recordings

        Hello Zoho Team, We hope you're all doing well. We would like to submit a feature request related to Zoho Quartz, the tool used to record and share browser sessions with Zoho Support. 🎯 Current Functionality As of now, Zoho Quartz allows users to record

      • Zoho CRM Community Digest - September P1 | 2025

        Hello Everyone! September's Here! Before we jump into product updates, and community highlights, here's a quick spotlight! Zoho has launched a Professional Sales Rep Certification course on Coursera, tailored for sales professionals to strengthen their

      • Upload my theme.

        Hello. I would like to upload my own theme, this one: https://themeforest.net/item/panagea-travel-and-tours-listings-template/21957086 Is it compatible and where I upload it? If not I will hire a developer, what do I have to ask when I search for one?

      • Product Updates in Zoho Workplace applications | September 2025

        Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications this September. Zoho Mail Attach email as EML file in Compose Effortlessly attach emails as EML file in Compose by simply

      • Vehicle Tracking

        we have GPS devices that installed on our vehicles, and we would like to know if it's possible to  get vehicle live location data from the GPS device To Zoho Creator App.   Thank You

      • 🤝 Rencontres, partage et inspiration au Zoho Community Meetup de novembre

        Chers utilisateurs, Bonne nouvelle 🎉 : notre Meetup Zoho Community approche, et nous serions ravis de vous y voir ! 📍 Toulouse : le 25 novembre 📍 Lyon : le 27 novembre (🎯 Il ne reste que quelques places !) Que vous soyez débutant ou utilisateur avancé,

      • Need Help Mapping GST Registration Number Field Between Zoho Books & Zoho CRM + Slow Sync Issues

        am facing an issue with field mapping between Zoho Books and Zoho CRM. I want to map the GST Registration Number field from the Customer module in Zoho Books to a custom GST field inside the Accounts module in Zoho CRM. However, I am getting a warning

      • Notification received when self-assigning tickets

        When I assign tickets in Zoho Desk the relevant agent gets a notification email. When assigning myself a ticket in Zoho Desk, I get a notification email. Now, as I am the person who assigned the ticket to myself, getting a notification in this regard

      • Nouveauté dans Zoho Writer - Création de documents et de modèles assistée par l'IA

        Zia, l’assistant IA de Zoho Writer, soutient les utilisateurs dans l’amélioration de leur écriture et la création de contenus : correction orthographique et grammaticale en temps réel, suggestions adaptées au contexte, détection du plagiat, révisions

      • Next Page