{"id":16276,"date":"2017-08-19T09:09:30","date_gmt":"2017-08-19T09:09:30","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/?p=16276"},"modified":"2024-03-12T10:28:42","modified_gmt":"2024-03-12T10:28:42","slug":"create-pos-from-oe-copy-comments-and-optional-fields","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2017\/08\/19\/create-pos-from-oe-copy-comments-and-optional-fields\/","title":{"rendered":"Create P\/O\u2019s from O\/E – Copy Comments and Optional Fields"},"content":{"rendered":"

Recently we did a customization on native \u201cCreate P\/O from O\/E\u201d 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 \u201cCreate P\/O from O\/E\u201d process from O\/E Order Entry screen.<\/p>\n

New Stuff: <\/strong><\/em>Sage 300 Add-Ons addressing the needs of Fast-Growing Businesses<\/a><\/p>\n

In this blog, we would be discussing about functionality of copying the comments and Optional Fields.<\/p>\n

Step 1: <\/u><\/strong><\/p>\n

We have provided the button \u201cSetup Optional Fields\u201d in the custom form \u201cCreate P\/O from O\/E\u201d. This button creates the optional field \u201cPOFROMOE\u201d in common services and assign the optional field to \u201cP\/O Setup \u2192 Optional Fields \u2192 Purchase Order\u201d 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.<\/p>\n

User needs to click on the \u201cSetup Optional Fields\u201d button in-order to provide the enhanced functionality while creating P\/O from O\/E\u201d.<\/p>\n

\"PO<\/a><\/p>\n

Below optional field will be created under common services.<\/p>\n

\"POFROMOE<\/a><\/p>\n

The same optional field will be assigned to the Purchase Order with Auto-Insert as \u201cYes\u201d.<\/p>\n

\"PO<\/a><\/p>\n

Step 2:<\/u><\/strong><\/p>\n

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 \u201cCopy to P\/O\u201d frame.<\/p>\n

\"Create<\/a><\/p>\n

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.<\/p>\n

\"status<\/a><\/p>\n

Step 3:<\/u><\/strong><\/p>\n

When the values in the P\/O are updated, the optional field value at the P\/O Purchase Order Header Optional Field \u201cPOFROMOE\u201d is set to \u201cYes\u201d. Values of all the selected options are copied to the respective Purchase Order Header and Purchase Order Detail.<\/p>\n

Technical restrictions:<\/u><\/strong><\/p>\n

There are certain technical restrictions for copying\/editing the values in the generated P\/O\u2019s from O\/E:<\/p>\n

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.<\/p>\n

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.<\/p>\n

About Us<\/strong><\/span>
\nGreytrix<\/a>\u00a0a globally recognized Premier Sage Gold Development Partner is a one stop solution provider for Sage ERP and Sage CRM needs. Being recognized and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.<\/p>\n

Greytrix<\/a>\u00a0offers unique GUMU™ integrated solutions of\u00a0Sage 300 with Sage CRM,<\/a>\u00a0Salesforce.com\u00a0<\/a>and\u00a0Magento eCommerce<\/a>\u00a0along with Sage 300 Migration from\u00a0Sage 50 US, Sage 50 CA, Sage PRO, QuickBooks, Sage Business Vision and Sage Business Works<\/a>. We also offer best-in-class\u00a0Sage 300 customization and development services<\/a>\u00a0and integration service for applications such as\u00a0POS | WMS | Payroll | Shipping System | Business Intelligence | eCommerce for Sage 300 ERP<\/a>\u00a0and in Sage 300c development services we offer services such as upgrades of older codes and screens to new web screens, newer integrations using sdata and web services \u00a0to Sage business partners, end users and Sage PSG worldwide. Greytrix offers over 20+ Sage 300 productivity enhancing utilities that we can help you with such as\u00a0GreyMatrix<\/a>,\u00a0Document Attachment<\/a>,\u00a0Document Numbering<\/a>,\u00a0Auto-Bank Reconciliation<\/a>,\u00a0Purchase Approval System<\/a>,\u00a0Three way PO matching<\/a>,\u00a0Bill of Lading<\/a>\u00a0and\u00a0VAT for Middle East<\/a>.<\/p>\n

For more details on Sage 300 and 300c Services, please contact us at\u00a0accpac@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"

Recently we did a customization on native \u201cCreate P\/O from O\/E\u201d 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 \u201cCreate P\/O from O\/E\u201d process from O\/E Order Entry screen. New Stuff: Sage 300\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[547,548,552,582,586,2357],"class_list":["post-16276","post","type-post","status-publish","format-standard","hentry","category-sage-accpac","tag-copy-comments","tag-copy-comments-and-optional-fields","tag-copy-optional-fields","tag-create-po-from-oe-copy-comments-and-optional-fields","tag-create-po-from-oe","tag-sage-300-erp"],"yoast_head":"\nCreate P\/O's from O\/E by copying comments and optional fields.<\/title>\n<meta name=\"description\" content=\"We would examine the functionality of copying the comments and optional fields.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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