Multiple Sales Order Duplication

qngo

I'm having a problem where I need to generate a X amount of sales orders per a customer request. I would like to use the functionality of Copy Document for a Sales Order to copy the Header Info. but I need a way to generate X number without having to do Copy Document X number of times. I'm trying to create a report using Repeat..Until to generate, but is there a way to copy the header information with having to define each field. Like SalesHeaderRec := "Sales Header", I'm using INCRSTR("No.") to increment the Sales Order number X number of times. Any Ideas? ](*,)

DenSter

This sounds like a good fit for blanket orders. Have your solution center explain this to you.

Savatage

qngo wrote:

I would like to use the functionality of Copy Document for a Sales Order to copy the Header Info.

it sounds like you just "really need" a bunch of sales headers for this customer and the lines are not important.

Is this the case?

qngo

I can't really use a Blanket oder because the customer is requesting a range of sales orders i.e. SO000001 - SO000050 to be assigned to them. Blanket order was an option, but does not work for customer.

Savatage

Here's another thought - We used a dataport to create mass orders by vendor using the item table. Perhaps a version of it can work here too.

First you create a dataport that exports the sales header & line's to a file
c:\myfile.txt
Then you can use the dataport to import the order back in with a loop for the number of times you need a copy.

SalesHeader.INSERT will take care of the order numbers.

Put a Command button on your sales order form or add a menu item to access the dataport.

whaddaya think?

Note: this is a very basic description, but it should work.

DenSter

If you're looking at custom development anyway, I'd try to capture the generic requirement that you could apply to more customers. It would be possible to assign a numbering series to a customer that will be used for that customer only that could be used in the 'make order' function off of the blanket order. Then again, a quick report to create an x number of orders could also be done.

Savatage

DenSter wrote:

Then again, a quick report to create an x number of orders could also be done.

yeah, that too 8)

window.OPEN('No. of copies #1########.');
IF window.INPUT(1,Copies) <> 0 THEN BEGIN
  window.CLOSE;
  YourReport(Copies,TRUE,FALSE); blah blah
  EXIT;
END;

window.CLOSE;

nav_nav

qngo wrote:

I'm having a problem where I need to generate a X amount of sales orders per a customer request. I would like to use the functionality of Copy Document for a Sales Order to copy the Header Info. but I need a way to generate X number without having to do Copy Document X number of times. I'm trying to create a report using Repeat..Until to generate, but is there a way to copy the header information with having to define each field. Like SalesHeaderRec := "Sales Header", I'm using INCRSTR("No.") to increment the Sales Order number X number of times. Any Ideas? ](*,)

You could decide to do SalesHeaderRec := "Sales Header", or use transferfields but that is only true when the customer card did not change meanwhile. Suppose your copy starts out of a sales order 6months ols and meanwhile the accounting department decide to change payment terms on the customer cards => you will be using the wrong settings.

Just write in code what a user would do => call the no series mngt function to get a new number out of the no series. Validate sell-to and bill-to and maybe some other fields. And put this in a repeat until.

DenSter

Nah it's even easier than that. Do INSERT(TRUE) x number of times, and blank out the No. field before each INSERT.

nav_nav

DenSter wrote:

Nah it's even easier than that. Do INSERT(TRUE) x number of times, and blank out the No. field before each INSERT.

True.

themave

Never mind