Automated Sales Order from Quote

Troubleshooting Guide for b1_sales_quote_b1.py

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This guide provides steps to troubleshoot issues with the `b1_sales_quote_b1.py` script, which automates the creation of sales orders from open sales quotes in SAP Business One.

1. **Check Log Files**

   - Review the log file at `C:/SupportOne/CFX/logs/b1_sales_quote_b1.log` for error messages or stack traces.

   - Look for entries related to failed order creation or database update issues.

2. **Configuration Issues**

   - Ensure `config/config.json` contains correct SAP and database connection details.

   - Verify the `U_ConvertToSalesOrder` field is set to 'Yes' for quotes you expect to process.

3. **Database Connectivity**

   - Confirm the database server is reachable and credentials are valid.

   - Test queries in the database directly (using SQL tools) to ensure they return expected results.

4. **SAP Business One API**

   - Make sure the SAP B1 API is accessible and the authentication token is valid.

   - Check for changes in the API endpoints or required fields.

5. **Error Handling**

   - If an error occurs during order creation, the script sets `U_ConvertToSalesOrder` back to 'No'.

   - Review the error message in the log and the internal message sent to the user who created the quote.

6. **Script Execution**

   - Run the script manually to observe console output for immediate errors.

   - Ensure all dependencies in `requirements.txt` are installed.

7. **Common Issues**

   - No orders created: Check if there are eligible quotes (confirmed, not cancelled, not already converted).

   - API errors: Review authentication, endpoint URLs, and payload structure.

   - Database update failures: Check user permissions and table structure.

8. - If issues persist, provide the log file and error details and assign ticket to Dev team.

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**File Reference:** modules/b1_sales_quote_b1.py