Sales Agreement and realeased orders (and assign a special sequence)

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Posted on by JairoJs

I'm new to DAX and am part of the migration team.

Here is the scenario.

When we create a sales order by its own it takes an automatic number sequence. thats wroking properly.

Then When create a new Sales agreement the system gives a specific number lets say SA-201

now, when we create a new release order, this order is taking the automatic number sequence (as expected).

Is there a way to change this behavior when a release order is created and assign a different number to this sales order? sequence like: SA-201-01

So we can identify more easily the sales orders that come from Sales agreement.

Sales agreement: SA-201

first release order ; SA-201-01

Second release order ; SA-201-02 and so on.

Thanks in advanced

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SouravDam 11,721 on at

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RE: Sales Agreement and realeased orders (and assign a special sequence)

Hello JairoJs,

Understood why such requirement is expecting from the ERP as you explained.

But in any case (even with the help of a developer); if you create an exception in the number sequence, then it will break the sequence every time a new SO is created from the sales agreement which is not advisable.

As QianQW mentioned; you can determine if an order is created from the agreement or not and that can be checked in the path what he highlighted.

You can further check with developer to create a non-editable field in the sales order to highlight the agreement number from where this sales order is created. And set this field in the sales order header so that every time when the order is opened; it can be directly visible without going through any path. And this field will only be updated with value if the sales order is created from the agreement.

Advise is; not to break the number sequence the way it is expecting.

Best regards,
Sourav Dam

Kindly mark this thread 'Yes' if this is answered your query which may help other community members in this forum.
qianwang 7,151 on at

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RE: Sales Agreement and realeased orders (and assign a special sequence)

Hi JairoJs,

I have no experience about this. Please contact your delevoper to achieve it.

Regards,

QianQW
JairoJs 70 on at

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RE: Sales Agreement and realeased orders (and assign a special sequence)

Hello and thank you for the answer, we are aware that the relation can be seen that way in ax. But unfortunately our company still relies heavily in physical paper work and that is why is desirable to have that duality in the sales order. Do you have any experience changing this kind of behavior by code? that an order picks an automatic sequence normally but change to manually entered in a determined circumstance?
qianwang 7,151 on at

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RE: Sales Agreement and realeased orders (and assign a special sequence)

Hi JairoJs,

Sales orders created directly and sales orders created from a sales agreement use the same number sequence. So it is not an easy way to change this even by customization.

You can see the released sales order in specific sales agreement –> related information tab -->Release order lines .

Regards,

QianQW

Sales Agreement and realeased orders (and assign a special sequence)

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Sales Agreement and realeased orders (and assign a special sequence)

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