Enter Sales Orders and Quotes / Customizer

Question

Hello! 
 A textbox has been added to Maintain Customer so that we can add custom notes. We would like to have these notes displayed in the Enter SO and QO task when the customer is selected. 
 I added a textbox and did a databind on custkey between my custom table and tsosalesorder. Unfortunately it doesn't pull the data from our custom table until the sales order is saved and opened again. 
 Anybody know what we can do to make the information display when the customer is selected?

Ralph. · Accepted Answer

We've implemented this in our system just slightly differently than what you are trying to do. In our system, our customer service reps know that they have to click a button after they select the Customer and ShipTo address. According to your original post, you are trying to get the note(s) to display without user interaction. That said, you might not be interested in the code that we use. But just in case it might be useful, here is the code behind the "Customer Notes" button on our Sales Order screen. 
 Sub cmdCustomerNotes_Click 
 Dim sSql, sSql2 
 Dim rs, rs2 
 Dim ShowComment, ShowComment2 
 sSql = "Select Comment1, Comment2, Comment3, Comment4 from varCustomerComments_XXX" 
 sSql = sSql & " where CustID = '" & Form.Controls("lkuCustID") & "'" 
 Set rs = Session.AppDatabase.OpenRecordSet(sSql,1,0) 
 rs.moveFirst 
 sSql2 = "Select Comment1, Comment2, Comment3, Comment4 from varCustCommentsOtherAdd_XXX" 
 sSql2 = sSql2 & " where CustAddrID = '" & Form.Controls("lkuShipTo", 0)& "'" 
 sSql2 = sSql2 & " and CustID = '" & Form.Controls("lkuCustID") & "'" 
 Set rs2 = Session.AppDatabase.OpenRecordSet(sSql2,1,0) 
 rs2.moveFirst 
 if not rs.iseof then 
 ShowComment = rs.field("Comment1") & Chr(10) & Chr(13) 
 ShowComment = ShowComment & rs.field("Comment2") & Chr(10) & Chr(13) 
 ShowComment = ShowComment & rs.field("Comment3") & Chr(10) & Chr(13) 
 ShowComment = ShowComment & rs.field("Comment4") & Chr(10) & Chr(13) 
 msgbox ShowComment,, "Primary Address Billing Notes" 
 end if 
 if not rs2.iseof then 
 ShowComment2 = rs2.field("Comment1") & Chr(10) & Chr(13) 
 ShowComment2 = ShowComment2 & rs2.field("Comment2") & Chr(10) & Chr(13) 
 ShowComment2 = ShowComment2 & rs2.field("Comment3") & Chr(10) & Chr(13) 
 ShowComment2 = ShowComment2 & rs2.field("Comment4") & Chr(10) & Chr(13) 
 msgbox ShowComment2,, "Ship To Address Billing Notes" 
 end if 
 rs.close 
 set rs = nothing 
 rs2.close 
 set rs2 = nothing 
 End Sub

JohnHanrahan · Answer

If you are on version 7.5 or later you should be able to do it by adding code to the lkuCustID_LostFocus event in customizer. I just confirmed that you can pop up a message box so you could also have it write to a text box for display or even better you could have it play a music video you produced to present the information. :) 
 It is a reason to upgrade.

JohnHanrahan · Answer

with session.appdatabase 
 .SetInParam Form.Controls("txtSONum").text 
 .SetInParam Session.CompanyID 
 .SetOutParam CSTR(sErrorMsg) 
 .SetOutParam CINT(iRetVal) 
 .ExecuteSP("spsoChecksSOQuality_TOY") 
 sErrorMsg = .getoutparam(3) 
 iRetVal = .getoutparam(4) 
 .releaseParams 
 end with 
 IF iRetVal = 0 THEN 
 MSGBOX "SO Check failed: " + sErrorMsg 
 END IF 
 The above code shows how to grab a parameter from a stored procedure (which could be the text you need). I'm not exactly sure what you need. If your needs are complicated (like a different memo(s) depending on customer) then using a SP would be great. If the memo id is always the same for all customers then I'd probably just do read from SQL to return the text. You may have to play with formatting.

Sage 500

Enter Sales Orders and Quotes / Customizer

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