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Has anyone used Dexterity to populate line items based on field values from a custom window atttached to the form. Example on the Sales Transaction Entry form, I create a new window with custom fields. When the user enters information in this custom window, I need 3 line items to be created automatically when they close the custom window. Doing this eliminates double entry for the user.
Thanks in advance for your help!
Sheila Ochoa
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Hi Sheila,
I have three applications written in Dexterity that create sales transactions from integrated solutions:
- Virtual Warehouse Management System (a WMS logistics system that processes EDI transactions)
- schedulePros (a time and billing system for deploying medical professionals)
- Insurance Claims Management (an auto damages claims system that processes EDI transactions)
In each of these situations, I wrote the logic to create complete batch transactions per batch or session, including a unique or recurring batch header, SOP headers per transactions, and SOP lines within the sales transactions (the Virtual WMS also included SOP lot number transactions per sales lines).
I think this is the safest approach because the creation of the sales data within a batch programmatically simulates the manual entry of sales transactions. This works! The cool thing about this approach is that you can also programmatically post the batch, so the process is completely transparent to the user.
Feel free to contact me directly for details or ask additional questions on this forum, if you prefer.
Greg
Hi,
If I am not wrong ,after entering SOP header information, you r filling the Custom window.
In this scenario, If we use eConnect , we may be get table lock problem. Better we use dexterity.
With the help of GP SDK , we can do it. We need to take extra care to this window..
regards
jeganeedhi
jeganeedhi@gmail.com
Sheila
There are two approaches for performing this task in dexterity.
1. Get clear understanding of table structure using SDK, hope you have already got that, then on your required event save transaction lines and their additional details(Serial/Lot info , Accounts distribution, Inventory allocation etc) and then open the newly saved document.
2. Use eConnect to save detail lines.
previously I have been using 1, but now having a little understanding of eConnect I use the later approach. It`s simple, easy and reduces the chance of mistake to a great extent.
Good luck.
I know that is one of the most challenging windows to customize. I've done a few customizations on that one myself. I have changed account numbers for line items etc but never populated a line automatically. Thanks for responding!
Sheila
Many dex developers want to stay away from SOP. We have had problems with customizations written for this app.
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