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passive link quickbooks sales orders

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  • passive link quickbooks sales orders

    I am building a shop tracking database and would like to link QB open sales orders with an Alpha table. When viewing QB tables salesorder salesorderline seem like what I need, but locks up my pc when trying to create passive link tables. I believe due to massive amount of orders. Is there a way to get this data in a more stream lined fashion (I am already picking only necessary fields). I need really only the info as viewed on the QB sales order form (which I would like to duplicate somewhat in Alpha V)

  • #2
    Re: passive link quickbooks sales orders

    double posting edited out..
    Al Buchholz
    Bookwood Systems, LTD
    Weekly QReportBuilder Webinars Thursday 1 pm CST

    Occam's Razor - KISS
    Normalize till it hurts - De-normalize till it works.
    Advice offered and questions asked in the spirit of learning how to fish is better than someone giving you a fish.
    When we triage a problem it is much easier to read sample systems than to read a mind.
    "Make it as simple as possible, but not simpler."
    Albert Einstein

    http://www.iadn.com/images/media/iadn_member.png

    Comment


    • #3
      Re: passive link quickbooks sales orders

      Originally posted by ketoman View Post
      I am building a shop tracking database and would like to link QB open sales orders with an Alpha table. When viewing QB tables salesorder salesorderline seem like what I need, but locks up my pc when trying to create passive link tables. I believe due to massive amount of orders. Is there a way to get this data in a more stream lined fashion (I am already picking only necessary fields). I need really only the info as viewed on the QB sales order form (which I would like to duplicate somewhat in Alpha V)
      Is you PC really locked up or is the process working and taking longer than you expect? Check task manager and see what is actually running.. QB does not give up it's data easily - but it can be made to run fairly quickly with tuning.

      Using QODBC also builds an internal optimizer database that makes the second and subsequent refreshes faster.. So the first load will take longer than others that follow.

      What number is massive? 100 1,000 10,000 100,000 1,000,000

      ie how many order lines are in your QB company file?

      If you need line detail for the order, then you only need the salesorderline table. It's already including the header and line info.

      When you build your passive link SQL select, include only the fields that you need rather than the select * which gets all fields. (You may be doing this already..)

      If you really don't need all of the history, add a where clause to SQL select and filter only the rows that you need..

      I'd also suggest that you build a QB company file - sandbox - that mirrors your QB company file ( but has little to no data in it) and you can build your SQL with that company file open... It's much faster to work with. Then when you need to actually get data, open the live company file.
      Al Buchholz
      Bookwood Systems, LTD
      Weekly QReportBuilder Webinars Thursday 1 pm CST

      Occam's Razor - KISS
      Normalize till it hurts - De-normalize till it works.
      Advice offered and questions asked in the spirit of learning how to fish is better than someone giving you a fish.
      When we triage a problem it is much easier to read sample systems than to read a mind.
      "Make it as simple as possible, but not simpler."
      Albert Einstein

      http://www.iadn.com/images/media/iadn_member.png

      Comment


      • #4
        Re: passive link quickbooks sales orders

        "I'd also suggest that you build a QB company file - sandbox - that mirrors your QB company file and you can build your SQL"

        Thanks Al
        Upwards of 10,000 for this year, although I would like to grab only open orders from QB so maybe 1900 at the moment. Is there a method of filtering the salesorderline to get open only?

        what do you mean by sandbox above, and how would I go about this?

        Thanks again

        Comment


        • #5
          Re: passive link quickbooks sales orders

          Originally posted by ketoman View Post
          "I'd also suggest that you build a QB company file - sandbox - that mirrors your QB company file and you can build your SQL"
          what do you mean by sandbox above, and how would I go about this?
          sandbox - a play area that doesn't effect the live system. Also known as - development/testing database environments.


          Originally posted by ketoman View Post
          Upwards of 10,000 for this year, although I would like to grab only open orders from QB so maybe 1900 at the moment. Is there a method of filtering the salesorderline to get open only?

          Thanks again
          Look at the ismanuallyclosed and isfullyinvoiced fields to start.

          One of the nice things about QB is that it is really flexible. Of course that's also one of the drawbacks..

          I usually talk to a client and figure out their processes and then determine how and when an order is closed. It varies from client to client.
          Al Buchholz
          Bookwood Systems, LTD
          Weekly QReportBuilder Webinars Thursday 1 pm CST

          Occam's Razor - KISS
          Normalize till it hurts - De-normalize till it works.
          Advice offered and questions asked in the spirit of learning how to fish is better than someone giving you a fish.
          When we triage a problem it is much easier to read sample systems than to read a mind.
          "Make it as simple as possible, but not simpler."
          Albert Einstein

          http://www.iadn.com/images/media/iadn_member.png

          Comment


          • #6
            Re: passive link quickbooks sales orders

            I am giving it shot now, still taking a while, I will see if I can do some more trimming. Is there an argument for just Salesorders that are new or changed since last refresh?

            Comment


            • #7
              Re: passive link quickbooks sales orders

              Originally posted by ketoman View Post
              I am giving it shot now, still taking a while, I will see if I can do some more trimming. Is there an argument for just Salesorders that are new or changed since last refresh?
              You could store the last update time and compare with the datetime that a record was modified, but there is nothing 'built-in' for that..

              The QODBC optimizer database does that for you. But you then extract all of the data out of the optimized database into the QRB tables.

              Remember that the first refresh is by far the longest. So I'd get past the first one and see how long it takes the second time before doing more work...

              Extracting 10,000 records the first time is going to be a really long coffee break.

              I've also found that a machine with 2gb or more of memory and fast hard drives can make a big difference...
              Al Buchholz
              Bookwood Systems, LTD
              Weekly QReportBuilder Webinars Thursday 1 pm CST

              Occam's Razor - KISS
              Normalize till it hurts - De-normalize till it works.
              Advice offered and questions asked in the spirit of learning how to fish is better than someone giving you a fish.
              When we triage a problem it is much easier to read sample systems than to read a mind.
              "Make it as simple as possible, but not simpler."
              Albert Einstein

              http://www.iadn.com/images/media/iadn_member.png

              Comment

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