UserID of who created the document when printing document

andy76 · 2007-10-23

Good morning,

I would like to have on print of :
- sales order
- sales quote
- purchase order

the name of the user that has created them.
Isn'it possibile?

I saw that there is probably in posted documents (invoice and shipment).
But can I have also the full name and surname in some way or only the windows user intials?

Thank you

Andy

idiot · 2007-10-23

You need to capture the USERID by maybe creating a new field in the Sales Header & linking that field to the User table to retrieve the full name when printing the reports you mentioned

girish.joshi · 2007-10-23

Idiot is right, you'll need a new field on the sales order etc to capture 'who created them'. Since those documents are working documents, and many users can contribute to them, you may want to consider if you need a modification that captures everyone who worked on the document.

In order to print the first and last name of the user, you can link the USERID to the User Setup table.

Savatage · 2007-10-23

You can do it like this for the User Name

Add to Sales Header Globals
User - Record - User

Add a field on the Sales Header table
Called "Created By" Type Text size 30

On the OnInsert Trigger use

User.GET(USERID);
"Created By" := User.Name;

Now add the field "Created By" to the Form &/or Reports.

If you want just the code it's less work
For Example you add a field to the Sales Header Table.
Call it "Created By" type Code Size 20

then on the OnInsert trigger of the Sales Header Table you add:

"Created by" := USERID;

That's it. if you add the field now to the Sales order Card you will see
when you f3 to get a new # your Userid is now stored. Since it is stored in the table now you can put it on reports.

kine · 2007-10-23

Do not forget, that if you use just table User to get the full name, it will not work when Windows Authentication is used. In this case you need to use the virtual tables accessing the AD for more info.

Savatage · 2007-10-23

So True 8)

UserID of who created the document when printing document

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