Tutorial 35 - Sales Order, Generated Transactions as a Procedure

In this Tutorial you will configure a Global Procedure that will allow you to finalize Sales Orders and generate the applicable Transactions right from within the Sales Order form itself.

To do so, you will have to carry out the following steps:

add a Value List;
modify the SalesPO Template that you configured as part of Tutorial 32;
incorporate most of the components of the FinalizeOrder Process Procedure with the Print Procedure, configured in Tutorial 33, attached to the SalesPO Template.


Exercise 35 - 1, Establish another Value List with three items
Launch the Value List editor and add the SalesPO Print Options:


Exercise 35 - 2, Modify the SalesPO Template
1. Launch the Global Templates editor and select the SalesPO Template.
2. Select the Print button and select the SalesPO Print Options list from the Inspector's List view.
This will change the Print button into a pop-up list and, due to its changed size, infringe on the surrounding fields.

3. Reposition the Pop-up list as per example, double click it and look at the result of your actions:


Exercise 35 - 3, Modify the Print Procedure
1. Launch the Global Procedures editor, and select SalesPO Template and Print Procedure from the Open Procedure panel.
2. Launch the Process Procedures editor, and select the FinalizeOrder Process Procedure.
3. Modify the Print Procedure by making any necessary changes to the existing objects and bringing (use Copy and Paste) all reusable objects from the FinalizeOrder Process Procedure.
Do not copy and paste the entire FinalizeOrder Process Procedure at once; rather, copy and paste individual objects or small groups of objects as you need them. When completed, the modified Print Procedure should look like this:

Retrieval and Update Inspector Settings:
1. Search: Invoice # = Invoice #
2. Search: Terms Code = SalesPO.[Terms Code]
3. Search: Invoice # = SalesPO.[Invoice #]
Sort: Product Code ASC
4. Search: Product Code = SalesPO.[Product Code]
5. Search: Invoice # = SalesPO.[Invoice #]


 

 

 

 

Make TX Transaction Inspector Settings:
No change, same as in Tutorial 34. If you used copy and paste, these settings will be in place. However, review them anyway.

 

Exercise 35 - 4, Test the Print Procedure

 

 

 

 

1. Click on the Test button.
2. Click on the Find button in the Template, followed by the Do button in the Find records panel.
3. Select the first record in the browser, and then select the Finalize Order & Print Invoice from the Print Options pop-up list. Step through the Procedure and observe the various objects being executed. If you are satisfied with the performance, go to the next Exercise.


 

 

 

Exercise 35 - 5, Use the Print Procedure
This assumes that you did not generate these transactions as part of Tutorial 34.

 

 

1. Launch the General Data Entry function.
2. Click on the Find button in the Template, followed by the Do button in the Find records panel.
3. Select the first record in the browser, and then select the Finalize Order & Print Invoice from the Print Options pop-up list.
4. Repeat the process for all four records. Their Status will be changed from Order to Invoice and Tx Numbers will have been assigned.
5. Launch the Accounting Data Entry function and click on the Find button. Set your Search Criteria in the Find records panel e.g. where the Date changed = current date and Time changed > the time just before you ran the Procedure. Set the Sort Order to TX number ASC. Press the OK button.

 

 

 

 

 

This should load the four Documents that you just generated into the browser with the Document Name of SINV.

 

6. Select the first Document and the first Document line.

 

Compare the data with the Sales Order Invoice #1 in Tutorial 33. They match and, in addition, you will note the generated transactions for GL Accounts 6xx and 120 for Cost of Sales and Inventory reduction.

 

 

 

7. Select the last row in the Document lines browser.

 

This will load the the Accounts Receivable transaction into the Transaction Data Entry windows template area - note that the Due Date is the same as the Document Date. This Customer's terms calls for credit card (MasterCard) payment, hence the Due Date is equal to the Document Date.


 

8. Select the Tools > Open items... menu item.
This will display the Open Item window for that specific customer.

Please Note:
We did not display the applicable images, since they are the same as those shown in Tutorial 34.



Go To

  Tutorial 36 - Transaction Data Entry Efficiencies - Procedures, Distribution, Allocation
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