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Microsoft Dynamics GP (Archived)

Update Sales Order Entry User Defined Fields from Customer Address Master Information

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My customer would like to store UPS and Fed Ex Shipping numbers for customers in the User Defined Fields in the Customer Address Master. They then would like these fields to update one of the fields in Sales Order User Defined table based on which ship to address is chosen for the order.

Has anyone done anything similar to this in GP. The client is currently using GP 10. Any and all help will be appreciated.

Thanks,

David

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  • joepurnell Profile Picture
    joepurnell 735 on at
    RE: Update Sales Order Entry User Defined Fields from Customer Address Master Information

    We did this with a simple trigger and it works great.  There is a user defined field on the SO for the shipping account number.  We then have a designated field on the customer card for the account numbers.  When the QTE is transferred to an ORD, we first check if the cell is blank.  If so, we continue to check the shipping method, and if it is a collect method, we write the account number from the customer card to this user defined field on the SO.  Our team knows that if they want to use a different number or for some reason want it to appear blank, they just need to put a space in that box prior to transferring it.  OR - check it after transferring it.  It will only attempt to write the info when it first transfers the QTE.

  • mm123 Profile Picture
    mm123 2,535 on at
    Re: Update Sales Order Entry User Defined Fields from Customer Address Master Information

    David,

    We are currently working on a similar request from our client & suggesting custom solution. If your are interested please drop an email to learn more.

    nj.tech@hotmail.com

  • L Vail Profile Picture
    L Vail 65,271 on at
    Re: Update Sales Order Entry User Defined Fields from Customer Address Master Information

    If you have Modifier/VBA, you could also handle it that way.

    Kind Regards,

    Leslie

  • Suggested answer
    Re: Update Sales Order Entry User Defined Fields from Customer Address Master Information

    If you're 1) SQL savvy and 2) you want to do it immediately as the sales order is written, you can use an instead of insert SQL trigger on the SOP User defined table to do this (msdn.microsoft.com/.../ms175089(v=sql.105).aspx)

    This kind of trigger will let you look at the set of values being inserted and let you replace it with another set

    If you're willing to live with a delay (e.g. once every 15 minutes) you can just schedule a update statement through SQL agent that updates the sop user defined table with values looked up from the customer table

    The statement would be something like (untested, mind you)

    UPDATE

    SOP10106 SU

    SET USERDEF1=

    (SELECT USERDEF1 FROM RM00101 CH WHERE CUSTNMBR=

    (SELECT CUSTNMBR FROM SOP10100 SH WHERE SH.SOPNUMBE=SU.SOPNUMBE))

    WHERE USERDEF1=''

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