Sales order branch warning

[DannyC]

Client has branches which loosely match warehouses.

That means when a sales order is in say, the VIC warehouse, the branch should also match VIC.
Branch masking is set up in the ledger config. The reason for branch masking and not warehouse masking is because there is often a scenario when sales may need to be done in warehouse NSW because that's where the stock is, but the GL needs to reflect VIC, so branch = VIC.

What I'd like is a visual alert when that scenario happens. I am thinking a little flashing exclamation mark (like when a debtor email address looks dodgy) just left of the combobox.

Although I haven't attempted a plugin yet, I'd like to know a few things:
1. What SalesOrderEntryForm event should I hook into, or how best to display the alert?
2. What is the code that implements the flashing exclamation mark?

I'm OK to do the warehouse/branch comparison.

[Mike.Sheen]

Use the ErrorIcon_Display helper method of the base maintenance class form to display the flashing exclamation - here's how we use it for showing against the debtor lookup on the sales order form:

Code: Select all

If SalesOrder.Debtor.TradingStatus = JiwaSales.SalesOrder.Debtor.DebtorTradingStatuses.e_DebtorTradingStatusInActive Then
    ErrorIcon_Display(ErrorProvider1, DebtorLookup, "This debtor Trading Status is set to Inactive.")
ElseIf SalesOrder.Debtor.OnHold Then
    ErrorIcon_Display(ErrorProvider1, DebtorLookup, "This debtor is set to be On Hold.")
Else
    ErrorIcon_Clear(ErrorProvider1, DebtorLookup)
End If

[DannyC]

Thanks Mike.
I'm close but getting compilation errors. BTW, line 54 is the salesOrderForm.ErrorIcon_Display line.

I have tried with and without the ref on the parameters.
I am using lblBranch because when I see the DebtorLookup on your example, the indicator is way to the right. I'd prefer it be between the label and the lookup, so just to the left of the branch lookup, outside of the control.

Here's my code

Code: Select all

public void Setup(JiwaFinancials.Jiwa.JiwaApplication.IJiwaForm JiwaForm, JiwaFinancials.Jiwa.JiwaApplication.Plugin.Plugin Plugin)
{
   if (JiwaForm is JiwaFinancials.Jiwa.JiwaSalesUI.SalesOrder.BaseSalesOrderEntryForm)
   {
      JiwaFinancials.Jiwa.JiwaSalesUI.SalesOrder.BaseSalesOrderEntryForm salesOrderForm = (JiwaFinancials.Jiwa.JiwaSalesUI.SalesOrder.BaseSalesOrderEntryForm)JiwaForm;
      salesOrderForm.SalesOrder.Created += BranchIndicator;
   }
}

private void BranchIndicator(object sender, System.EventArgs e, JiwaFinancials.Jiwa.JiwaSales.SalesOrder.SalesOrder.NewSalesOrderTypes newType, ref JiwaFinancials.Jiwa.JiwaSales.SalesQuote.SalesQuote quote)
{
   JiwaFinancials.Jiwa.JiwaSales.SalesOrder.SalesOrder salesOrder = (JiwaFinancials.Jiwa.JiwaSales.SalesOrder.SalesOrder)sender;
   JiwaFinancials.Jiwa.JiwaSalesUI.SalesOrder.BaseSalesOrderEntryForm salesOrderForm = (JiwaFinancials.Jiwa.JiwaSalesUI.SalesOrder.BaseSalesOrderEntryForm)salesOrder.Client;
   
   string warehouse = salesOrder.LogicalWarehouseResidingIn.Description;
   string branch = salesOrder.Branch.Description;
   System.Windows.Forms.ErrorProvider errorProvider1;
   
   double score = JaroWinkler(warehouse, branch);
   bool isSimilar = score >= 0.85;
   
   if (!isSimilar) //this just compares the strings for likeness.
   {
       errorProvider1 = salesOrderForm.ErrorProvider1;
      salesOrderForm.ErrorIcon_Display(ref errorProvider1, ref salesOrderForm.lblBranch, "Warehouse and branch does not match.");
      
      //ErrorIcon_Display(ErrorProvider1, DebtorLookup, "This debtor Trading Status is set to Inactive.");
   }
}


[Mike.Sheen]

It's complaining it wants a System.Windows.Forms.Control to be passed, so you just needed to give it what it wanted.

Code: Select all

System.Windows.Forms.ErrorProvider errorProvider = salesOrderForm.ErrorProvider1;
System.Windows.Forms.Control lblBranch = salesOrderForm.lblBranch;
salesOrderForm.ErrorIcon_Display(ref errorProvider, ref lblBranch, "Warehouse and branch does not match.");

Of course you could also not use that helper method - nothing stops you from creating an ErrorProvider control of your own and using that.

Working plugin attached.

[DannyC]

Brilliant.

Got my plugin working with a few tweaks.