Debtor account display in Sales Orders

[Atronics]

How can I change the curent display of the debtor in Sales Orders and Quotes from the standard "AccountNo - Account Name" to "AccountName - PhoneNo". I would also like to make the same change in Quotes and Purchase Orders

[Mike.Sheen]

How can I change the curent display of the debtor in Sales Orders and Quotes from the standard "AccountNo - Account Name" to "AccountName - PhoneNo". I would also like to make the same change in Quotes and Purchase Orders

Add handlers for the Read and Create end, then in there you set the text property of the control on the form which displays that information.

For example:

In the Setup method:

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)
   {
      var salesOrderForm = (JiwaFinancials.Jiwa.JiwaSalesUI.SalesOrder.BaseSalesOrderEntryForm)JiwaForm;
      salesOrderForm.SalesOrder.ReadEnd += SalesOrder_ReadEnd;
      salesOrderForm.SalesOrder.Created += SalesOrder_Created;
   }
}


Then your create / readend handlers would look like this:

Code: Select all

private void SalesOrder_ReadEnd(object sender, System.EventArgs e)
{
   var salesOrder = (JiwaFinancials.Jiwa.JiwaSales.SalesOrder.SalesOrder)sender;
   var salesOrderForm = (JiwaFinancials.Jiwa.JiwaSalesUI.SalesOrder.BaseSalesOrderEntryForm)salesOrder.Client;
   
   // To get the phone number we'll read in in the debtor record
   JiwaFinancials.Jiwa.JiwaDebtors.Debtor debtor = JiwaFinancials.Jiwa.JiwaApplication.Manager.Instance.BusinessLogicFactory.CreateBusinessLogic<JiwaFinancials.Jiwa.JiwaDebtors.Debtor>(null);
   debtor.Read(salesOrder.Debtor.DebtorID);
   
   salesOrderForm.DebtorLookup.Text = String.Format("{0} - {1}", salesOrder.Debtor.AccountNo, debtor.Phone);
}

Sample plugin attached.

[Atronics]

That was quick! Thanks, Mike.

[Atronics]

Hi Mike,
This plugin causes an error on entering a Warehouse Purchase Order. I can't figure out the problem. The error is "Creditor not found Module: Read"
John I

[Scott.Pearce]

Don't you already have a case open for this?

[Mike.Sheen]

Don't you already have a case open for this?

Yes, there is a case logged for this - so this topic is now locked.