Recently Steve Endow MVP asked on Twitter if there was a simple solution for moving SOP Transactions from one batch to another batch.
This is something that is easily solved as a Self Service script using the GP Power Tools – Developer Tools module. In fact, I had already created a solution for the same request for a customer in Australia using GP Power Tools. I spoke to the customer, Anand, and he said he was happy for me to post the code on the blog.
Rather than getting technical and showing how the scripts were created, let’s look at the user experience once installed. There are three Self Service scripts in the customization:
- Move specified transaction type from one SOP batch to another.
- Update Requested Ship Date for Quote transactions in a batch.
- Update Process Holds for specified transaction type in a batch.
From the Sales Batch Entry window, there will be an Additional menu with entries for the Self Service scripts.
Once you select one of the scripts, the appropriate user interface is displayed:
Custom Lookups are available to select batches and process holds:
Once the options are selected, a SQL query results window will be displayed showing the results of the script:
The user interfaces for the other two scripts are shown below:
Sorry, I could not resist getting a little technical, below is the Project Setup window showing the components that make up the customizations.
The customisation is made up of the following components:
- SQL Execute Scripts for SOP Batch lookup and SOP Process Hold lookup.
- A SQL Execute Script for each of the custom Self Service scripts.
- A Parameter List user interface for each of the custom Self Service scripts.
- An Automatic Trigger to add menu entry for each of the custom Self Service scripts.
- A Project Setup record to group all the other components together.
To install on your system, you will need GP Power Tools installed with the Developer Tools module registered. Then download the configuration file below and load it using the Configuration Export/Import window.
If you don’t already have GP Power Tools and would like to try this out, please install GP Power Tools and follow the on screen instructions to enable a free 30 day trial period.
For more information see the GP Power Tools portal:
Enjoy
David
This article was originally posted on http://www.winthropdc.com/blog.
