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Posted on by faiz7049

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Hi Community Members,

I have a task to update Terms of payment like "Terms of payment" and "New Terms of payment" of customer same as "Credit Limit" and "New Credit Limit" as Credit Limit Adjustment.

I want to know from where I should start and which classes, tables, forms etc. should consider.

Thanks,

Faiz

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faiz7049 1,883 on at

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Hi Bill,

Thank you for support. Yes, customization is done only need to check workflow will work after this customization because Credit Limit Adjustment form has default workflow.

Thank,
Faiz
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Bill Ngo 370 on at

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Hi faiz7049,

Oh, you did a great job. so you are done your customzation, right?

In case if you can't extend any class like this, then you can use a separate button to update the new term of payment.

Best Rgds,

Bill
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faiz7049 1,883 on at

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Hi Bill,

Thank you. By display method I got the previous Terms of payment from customer.
faiz7049 1,883 on at

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Hi Bill,

It's working with below code now only remaining how to get existing Terms of payment to form. Please guide me on this.

[ExtensionOf(classStr(CredManCreditLimitAdjCheckPost))] final class SFA_CredManCreditLimitAdjCheckPost_Class_Extension { protected void updateCreditLimitCustTable() { next updateCreditLimitCustTable(); { CustTable custTable; CredManCreditLimitAdjTrans creditLimitAdjTrans; CredManCreditLimitAdjTable creditLimitAdjTable; container packedData = this.pack(); CredManCreditLimitAdjustmentJournalId journalId = conPeek(packedData, 2); custTable.skipDataMethods(true); update_recordset custTable setting PaymTermId = creditLimitAdjTrans.NewPaymTermId // SFA Add this line join creditLimitAdjTrans where creditLimitAdjTrans.CustAccount == custTable.AccountNum && creditLimitAdjTrans.JournalId == journalId; } } }
faiz7049 1,883 on at

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Hi Bill,

I have updated the method but it's saying journalId is private.
faiz7049 1,883 on at

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Hi Bill,

After putting JournalId =="IN-6000004" but how to get journalId since it is private and also previous Terms Of Payment not displaying

[ExtensionOf(classStr(CredManCreditLimitAdjCheckPost))] final class SFA_CredManCreditLimitAdjCheckPost_Class_Extension { protected void updateCreditLimitCustTable() { next updateCreditLimitCustTable(); CustTable custTable; CredManCreditLimitAdjTrans creditLimitAdjTrans; CredManCreditLimitAdjTable creditLimitAdjTable; update_recordset custTable setting PaymTermId = creditLimitAdjTrans.NewPaymTermId // SFA Add this line join creditLimitAdjTrans where creditLimitAdjTrans.CustAccount == custTable.AccountNum && creditLimitAdjTrans.JournalId == 'IN-60000004'; } }
faiz7049 1,883 on at

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Thank you Bill,

I will do same as you suggested and will update you.
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Bill Ngo 370 on at

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Hi Faiz,

Thanks for your more detailed description. I've got your points.

You can practice as following steps, if there are any missing pls let me know.

Create a new project and add your Model:

1. Check your Model and update parameter with Credit Management in Model Management.

2. Extend your CredManCreditLimitAdjTrans table and add two fields for

- Terms of payment (copy from CustTable)

- New terms of payment (duplicate from Terms of payment and add new name in label)

3. Extend your CredManCreditLimitAdjTrans form. Add two new fields into grid.

4. Create a new class <anyname> to Extend CredManCreditLimitAdjCheckPost class to modify following methods in new class. in order to update back to Custtable you should add addtional fields in red area color below:

5. Build and run for checking:

Hope you can do it succesfully by yourselve.

Rgds,

Bill
faiz7049 1,883 on at

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Hi Andre,

Thank you for reply.Yes, requirement is to add Terms of payment option together with credit limit
André Arnaud de Cal... 291,391 Super User 2024 Season 2 on at

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Hi Faiz,

Do you need a full new feature for only the Terms of Payment or is the requirement to add the option to change the Terms of Payment together with the current credit limit adjustments?

It seems like you already found some objects. I haven't done a similar customization so don't know exactly what objects are related here. You can use cross reference tooling to find all related objects. Then you can check where and how to create your solution or extend the current one.