Customer Specific Lookup in Sales Order/Sales Order Invoice Data Entry

Posted By ssafm over 6 years ago

I am stuck and I think the following cannot be done so consider it a challenge to everyone to see if someone can come up with an answer that is not crazy complex.

I have an end user that would like to track who picks up Sales Orders...picture a field in Sales Order Entry called "Picked Up By:" The catch is that they would like to have a list of who is authorized to pickup an Order that is Customer specific. That means that at the Customer Maintenance level we would assign who could pick up an Order for that Customer...Joe/Sue/Paul for example. Then, when the Sales Order is entered for that Customer we would see only Joe/Sue/Paul as our only choices for "Picked Up By:" Also, Sales Order Invoice Entry would act the same. It would work almost identical to a Ship To Address for a Customer where the list of choices is specific to the Customer.

Any ideas if this can be done without scripting?

Thanks!

Adam

0 BShockley over 6 years ago

Have you thought about using multiple contacts?
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0 ssafm over 6 years ago in reply to BShockley

Thanks for the idea...but....in this case the Contact is most likely not the same as the "Picked Up By:" person. So we need to use Contact for its intended purpose. Thanks!
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0 gseales over 6 years ago

Would a UDT(user defined table) with Division, CustomerNo, PickupName and adding a field based on that table be considered complex?
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0 gseales over 6 years ago in reply to gseales

Use both BShockley and my idea. Use Contacts as possible people to pick up by putting a UDF on the Customer Contact Maintenance(check box) to indicate that they are a person that can Pick Up. This way the list of people to pick up can be managed right in a customer. Then put a UDF in Sales Order and get the list of names from the Contacts table for that customer with the Contacts that have the Picked Up box checked. Then you can select from that list.
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0 ssafm over 6 years ago in reply to gseales

Thanks for the idea...but I am confused. How do I "put a UDF in Sales Order and get the list of names from the Contacts table for that customer with the Contacts that have the Picked Up box checked." Then you can select from that list? In Sales Order Header we do not have access to the Contact Business Object. We really only have access to the Customer's default Contact... I must be missing something.
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Customer Specific Lookup in Sales Order/Sales Order Invoice Data Entry

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