Prepayment% field

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Posted on by Community Member Microsoft Employee

Hello Team,

Requirement- Need to show Prepayment% on Quotation Report

When we create Sales Quote from Customer Card, Sales Quote page doesn't display the Prepayment% specified for that customer...Field gets populated from customer card only when that Quote is converted to Order.

Even if I tried getting Prepayment % field in Quote page, and try to edit...it shows an error as Document Type must be "Order".

Can you please suggest.

Thanks

Rishi

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Verified answer

Roberto Stefanetti 12,998 on at

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RE: Prepayment% field

hi,

is a "by design" function, works only for orders (& after on invoices)

Trigger on "Prepayment %" field works only for orders, not quotes.

trigger calls UpdateSalesLines(FIELDCAPTION("Prepayment %"),CurrFieldNo <> 0)

> this function makes checks "document type" filed on table 37 (Sales Line)

on table 37 Sales Line

Prepayment % - OnValidate()

IF ("Prepayment %" <> 0) AND (Type <> Type::" ") THEN BEGIN

TESTFIELD("Document Type","Document Type"::Order);

-> you can comment this line on Prepayment % - OnValidate() TRigger

TESTFIELD("Document Type","Document Type"::Order) or change to check Order & Quote

ex: // TESTFIELD("Document Type","Document Type"::Order);

now you can insert % on sales quote and print on report (if filed is addedd)

if you convert quote to order --> order reload % from customer, not from sales quote.