Default value for new field in a form

david.weeks

Hello All

I have added a new field to the Sales Header Form (orders). This is ship-to territory. I want this to default to the value already selected in the territory field in the Customer card.

If required the user can then change this value by looking up the territory code (already done this).

What is the best approach for achieving this?

Thanks

sjan

You can put piece of code in table Sales Order.OnInsert.
Something like:
Customer.RESET;
Customer.SETFILTER("No.","Sales Order".CustomerNo);
IF Customer.FIND('-') THEN
NewField := Customer.TerritoryField;

Dean_Axon

Customer.RESET;
Customer.SETFILTER("No.","Sales Order".CustomerNo);
IF Customer.FIND('-') THEN
NewField := Customer.TerritoryField;

That will work once the record has been inserted to the DB

From a processing point of view I would recommend:

On Validate trigger of the "Sell-to Customer No." field look for the following statement:

GetCust("Sell-to Customer No.");

There is a whole section of code that deals with getting information from the customer card. All you would need to do is add the following line:

NewField := Customer.TerritoryField;

Job Sorted

The advantage to this is that yo are not repeating any GET functions AND if the customer is changed for whatever reason, then this would form part of the STANDARD replace customer routine .

Dean

sjan

Dean Axon wrote:

Customer.RESET;
Customer.SETFILTER("No.","Sales Order".CustomerNo);
IF Customer.FIND('-') THEN
NewField := Customer.TerritoryField;

That will work once the record has been inserted to the DB

From a processing point of view I would recommend:

On Validate trigger of the "Sell-to Customer No." field look for the following statement:

GetCust("Sell-to Customer No.");

There is a whole section of code that deals with getting information from the customer card. All you would need to do is add the following line:

NewField := Customer.TerritoryField;

Job Sorted

The advantage to this is that yo are not repeating any GET functions AND if the customer is changed for whatever reason, then this would form part of the STANDARD replace customer routine .

Dean

Or that.

david.weeks

Thanks guys, this was a great help!

RobertMo

david.weeks wrote:

If required the user can then change this value by looking up the territory code (already done this).

And you probably havn't done this on form but just have added table relation to Territory table on your field in Sales Header...