Using the Customer Cross Reference in Sales Order Entry Lines

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We are trying to find where you can add a sales order line by the customer's cross reference number. Does anyone have a how to? Or can point me in the correct direction?

Thanks,

Bryan

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Fredrik Sætre 12,644 on at

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There is an alias function in the lookup fields. For instance, you can enter the item id or the search name (inventtable.namealias) to look up an item. I bet that this could be extended some how.

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Brandon Wiese 17,788 on at

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Unfortunately the item alias is not customer specific.

I can suggest some code samples on how to achieve what you want, if you're interested. It's also popular to expand the lookup (drop down) on the Item number field to be smarter and include multiple tabs, i.e. Items purchased by the customer, Items with trade agreements for the customer, Items with external item descriptions, etc., as a means of helping the user select appropriate items given the customer as context.

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Community Member on at

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Wow. You would think this would be standard in AX-12. Yes, I would take the code sample(s). Thanks for your help

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Brandon Wiese 17,788 on at

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Here is some proof of concept code.

On form SalesTable, on the SalesLine data source, on the ExternalItemId field, override method modified as follows. Note that in this example a check should be made for SalesLine.RecId, since it should NEVER be allowed to change the ItemId on a SalesLine record that has been saved to the database, only one that is not yet saved.

public void modified() { CustVendExternalItem custVendExternalItem; ; super(); if (SalesLine.ExternalItemId) { if (!SalesLine.ItemId) { custVendExternalItem = CustVendExternalItem::findExternalItemId( ModuleInventPurchSalesVendCustGroup::Cust, SalesTable.CustAccount, SalesLine.ExternalItemId); if (!custVendExternalItem.RecId) { custVendExternalItem = CustVendExternalItem::findExternalItemId( ModuleInventPurchSalesVendCustGroup::CustGroup, SalesTable.custTable_CustAccount().CustItemGroupId, SalesLine.ExternalItemId); } if (custVendExternalItem.RecId) { SalesLine.ItemId = custVendExternalItem.ItemId; SalesLine.ExternalItemId = custVendExternalItem.ExternalItemId; SalesLine_ds.object(fieldNum(SalesLine, ItemId)).modified(); } } } }

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