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Evo-ERP and DBA Classic >> Sales >> Adding to a grid
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Message started by RPCAdmin on 06/26/08 at 11:28:59

Title: Adding to a grid
Post by RPCAdmin on 06/26/08 at 11:28:59

Allen,

It's not that I'm dense (well, OK, maybe I am slightly) - In AR-A in the grid lookup, we would like to add customer PO number to the lookup list as well as the sub-string search. A quick description of how I would do that? ;D

Title: Re: Adding to a grid
Post by RPCAdmin on 06/26/08 at 12:23:14

Actually, this was a really poor description of what I wanted, which was....

In AR-A, type in a customer code, hit the Shipments icon (little UPS truck), brings up the INV_HIST_HDR form. I wanted to add Customer PO number to that, and somehow I managed to do that without messing things up! Hooray! I even managed to add Customer PO number to the sort list, although it does take a while to resort the list (maybe 30 seconds....maybe a re-index is in order).

Now the pie in the sky request from Sales - what they do is go in to this screen as described above to find our invoice and SO numbers based on the customer PO number -

1st they would love that screen to show the SO notes - (I'm going to investigate that) - but what they would LOVE is to be able to double click the line for that order and be taken directly to the invoice for that order (wishful thinking I guess)

Title: Re: Adding to a grid
Post by NovaZyg on 06/26/08 at 12:27:10

OK I get you want to add the Cust PO number to a grid... What grid? you can only add it to a SO or INV header grid.

and SO Header already has it.. so I'll assume you want to add it to the Shipments (INV_HIST_HDR)

Go into SU-A and bring up INV_HIST_HDR.

enter through the file name, then click on the Field data grid.
go to the bottom of the grid and press arrow down this will add a new record to the grid.
Type in Cust PO as a header.. enter
Then from the drop down for the field name select BKAR.INV.CUSORD ... enter
Then in the column Substr type in 3 (as 1 and 2 are used, you type in the next number up to 6 per grid)... enter

then save the grid.

You should be good to go.
;)

also:
http://www.istechsupport.com/flash/editgrid.html

Title: Re: Adding to a grid
Post by RPCAdmin on 06/26/08 at 12:32:38

Believe it or not, I actually figured that out myself (scary). Although I don't totally understand it yet, I hit the drill down arrow when I had a certain order highlighted and came up with the INV_HIST_LINE drill down. Is there any way in that report to get the SO notes for that order??

Title: Re: Adding to a grid
Post by NovaZyg on 06/26/08 at 12:43:41

Evo notes Yes.. classic notes No...

If Evo Notes are turned on, when you are in the grid, just select the notes button note book icon beside the Print icon.

I just found a bug that I will fix. not even sure it it is a bug in the version that is out there (someone please confirm) if you do a Sub String look up the grid shows the correct info, but when you press notes, or Print documents, or drill down. It thinks it is on another record.. ie I was looking at inv 66229 but when I drill down i get the lines for Inv 1, and with notes it says notes for Inv 1..

Title: Re: Adding to a grid
Post by cathyh on 06/26/08 at 12:49:30

If you drill down to shipments and highlight an order did you know you could print the SO, Packing list and/or invoice using the little document button (right next to the open/closed door)?

Title: Re: Adding to a grid
Post by RPCAdmin on 06/26/08 at 12:49:40

Hmmm....might have to get back with you on this one when I get back from vacation. Right now, we don't have EVO notes turned on yet, not until I understand them more. Right now, we use the Classic SO notes for this one customer for special EDI fields that don't have anything to import to. Also, when you generate an EDI invoice, the system puts the tracking number into an SO notes line (which is the critical information the sales is trying to look up in this instance. I am not sure how turning on EVO notes will affect my SO notes used in EDI...and how I can get that information in the SO notes line for tracking number out to the grid or drill down.

Title: Re: Adding to a grid
Post by cathyh on 06/26/08 at 13:03:00

Allen, I tried it again and when I use the shipments lookup and drill down to invoice lines they match the invoice printed when I use the document printer. They are both correct, whether or not I do a sub-string search on the PO field- which sounded like a good add to me- thanks Mike!
We do not have notes turned on yet.

Title: Re: Adding to a grid
Post by RPCAdmin on 06/26/08 at 13:13:00

Don't thank me, I'm just trying to keep Sales happy (or at least stop buggin me so much ;D).

Actually, I just found out, or just realized, that there is a difference between SO notes and Invoice notes - so what I really need is the tracking number line at the bottom of the invoice notes.