Help creating Modal Dialog popup to prompt user for data entry on change order

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Hello Community,

New user here.

My goal is to help the sales team track 'reasons' where users have changed the requested ship date on an open sales order, utilizing the Comment ID field in Sales Transaction Entry to select from a saved range of IDs that will denote the reasons for the change. This step could be easily forgotten by a busy customer service rep so I'd like to create a dialog box that will appear only in instances where a user changes the Requested Ship Date field in the Sales Date Entry form for an order in Sales Transaction Entry that has already been saved. Ideally, closing the box would focus the cursor in the Comment ID field on the Sales Transaction Entry form. Even more ideally, the Comment ID field which is not a required field on a new order, would toggle to being a required field but only in these date change instances.

I've created a crystal report that displays every instance of this type of order change but would like to begin capturing the reasons behind the changes, which will obviously require data entry by the user at the time of change.

Any help from my friendly neighborhood dexperts would be very well appreciated.

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L Vail 65,271 on at

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Hi Darrin,

Many things to consider. You want to use the Sales Date Entry window. That window's data is associated with the SOP Header. Each line also has a Requested Ship Date and Comment ID field. These are, of course in different tables. Do they ever change the line item's ship date instead of the entire document? Do you want to prevent this from happening. Also, you mentioned a 'saved range of IDs', does this mean you want to restrict the list of Comment IDs available to a specific list? I'm also seeing that you want to only display the dialog when the Requested Ship Date has changed from what it was after it had been saved for the first time. The complication I see here is that the SOP header record is saved as soon as you enter data on the form. You do not have to hit the 'Save' button, so you might need to incorporate a 'modify' database trigger on that specific field, that's very doable. It sounds like identifying the specific events and carving out exactly what should trigger it will be tantamount.

How far have you gotten writing up your spec? It sounds like an interesting project. There should be many folks who have done something similar.

Kind regards,

Leslie

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Community Member on at

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Hi Leslie. Thanks for the clarifying questions.

No, the line item ship dates will not be changed so that is not an occasion that i need to prevent from happening. Only the requested ship date in the sales date entry window will ever be changed.

Also, by 'saved range' of comment ids, i simply mean the existing list of comment ids displayed when the CommentID Lookup button is clicked on the sales transaction entry form.

You are correct in the assessment that i wish the dialog box to display only when the originally entered requested ship date is changed.

You mention a "modify database trigger" applied to the reqshipdate field and that sounds promising. Is this something created in dexterity or vba? If so, this is where i need the help.

Best,

Darrin

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Tim Wappat 5,711 on at

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Could be easy to just prevent changes to the requested ship date unless there is a comment ID present, train the users to give a reason then update the date.

I can see you ending up with a time & user stamped reason code before long so you can get more interesting reporting and cope with multiple changes and reasons...

Tim

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Darin,

Hi I am Kyana and I am attempting to do the same thing as you mentioned here. Did you ever complete this project? I am not a "dexpert" by any means. I am however responsible for capturing reasons why an order is late and adding this feature to the Sales Order process would help me greatly.

Thanks,

Kyana

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