Create P/O’s from O/E – Copy Comments and Optional Fields

By | August 19, 2017

Recently we did a customization on native “Create P/O from O/E” screen opening from O/E Order Entry screen where our customer was expecting to pass the comments and optional fields from the O/E Order to the generated P/O Order using the “Create P/O from O/E” process from O/E Order Entry screen.

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In this blog, we would be discussing about functionality of copying the comments and Optional Fields.

Step 1:

We have provided the button “Setup Optional Fields” in the custom form “Create P/O from O/E”. This button creates the optional field “POFROMOE” in common services and assign the optional field to “P/O Setup → Optional Fields → Purchase Order” with Auto Insert as Yes. This field is the supporting optional field to map the recently created purchase orders and update the custom values like comments and optional fields.

User needs to click on the “Setup Optional Fields” button in-order to provide the enhanced functionality while creating P/O from O/E”.

PO Create PO's from OE

Below optional field will be created under common services.

POFROMOE optional field

The same optional field will be assigned to the Purchase Order with Auto-Insert as “Yes”.

PO Optional field setting

Step 2:

User can create the Purchase order as the Standard Sage 300 by clicking the Process button and after the P/O is created, Sage 300 provides a message box with the information/error messages. We need to click on the close button of the message box to process our customization. Our customization only copies the values for the selected options present in the “Copy to P/O” frame.

Create POs from OE Button

When additional customization will be running, the Process button and Close button will be disabled and the status of the processing is displayed to the right of the Process button.

status of the processing

Step 3:

When the values in the P/O are updated, the optional field value at the P/O Purchase Order Header Optional Field “POFROMOE” is set to “Yes”. Values of all the selected options are copied to the respective Purchase Order Header and Purchase Order Detail.

Technical restrictions:

There are certain technical restrictions for copying/editing the values in the generated P/O’s from O/E:

This customization does not work for consolidate Items and Items with Insufficient Quantities as in that cased is there no proper mapping of the generated Purchase Order with Sales Order.

So, customization is very useful when we need to copy certain values from the Sales Order when Purchase order is created using the Sales order.

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