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Insert Record from One company to Another Company

Posted on by 1,654
Hi Community,
 
I want to insert records from one company to another company. For that, I have created a custom table & Page to store data and I have also created an action button. After Clicking on this Button Data is separated According to their Type. [For example, if line type is order, it will go into Sales Order page & similarly quote goes into the sales quote page]
 
I Have 2 companies. so if the line type is order and the customer type is 'XYZ', the sales order should be inserted into the /xyz/ company's sales order page. Similarly, if the line type is Quote and the customer type is 'abc', the sales quote should be inserted into /abc/ Company's sales quote page.
 
 
Thank You.
 
  • Inkey Solutions Profile Picture
    Inkey Solutions 1,654 on at
    Insert Record from One company to Another Company
    Thank You @YUN ZHU for your Suggestion.
     
    I have tried it & It also works as the selected record can be copied from one company to another but I want to copy all the records into another company based on certain conditions which I have included in the following code, and those records should be automatically inserted into the sales header table.
     
     
    Thank You
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 73,296 Super User 2024 Season 2 on at
    Insert Record from One company to Another Company
    Hi, hope the following helps as well.
     
    Thanks.
    ZHU
  • Suggested answer
    NAV_with_Narang Profile Picture
    NAV_with_Narang 2,234 Super User 2024 Season 1 on at
    Insert Record from One company to Another Company
    Please use CHANGECOMPANY function to transfer data to another company
     

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