Sage 100

Has anyone added the vendor lookup on the Item Maintenance as a secondary vendor where the magnifying glass can be used to select the vendor?  This is for Sage 100 2020 Premium.  I know I can add a UDT, but that would require the UDT to be continually updated with new vendors.  Below is a look at what is being requested.


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[Michele] [Herzog] [CPA,CITP, CGMA]
[Overland Park] [KS]
[816-520-1365]
------------------------------

Michele,

You could use scripting to maintain the UDT. A Post Write script to AP_Vendor could ensure the vendor was in the UDT and a Post Delete script could remove deleted vendors. Alternatively, you could schedule a V/I job to periodically copy AP_Vedor fields to the UDT.

Dan

------------------------------
Dan Burleson
Software Consultant
Connex Software
------------------------------

Why not use the Item Vendors feature?  That allows multiples... and while not possible to display the list directly on an IM panel, it's two clicks away.


------------------------------
Kevin Moyes
Technical Systems Analyst
Munjal White Consulting Co.
------------------------------

Probably with a little tweak, we can add a button next to Primary Vendors to bring up the Item Vendors Maintenance screen. 1-click instead of 2. I just did this for Customer Maintenance last week to bring up the Paperless  Office Delivery Options screen. I'll post it if anyone interested.

------------------------------
Alnoor Cassim

Email: alnoor_asifocus_com@growthzone.testinator.com
Ph:
------------------------------

Original Message:
Sent: 03-18-2022 10:16
From: Kevin Moyes
Subject: Add a Secondary Vendor Selection to Item Maintenance via Custom Office

Why not use the Item Vendors feature?  That allows multiples... and while not possible to display the list directly on an IM panel, it's two clicks away.


------------------------------
Kevin Moyes
Technical Systems Analyst
Munjal White Consulting Co.
------------------------------

Couple of ideas:

1. If you want to just show the 2nd vendor from Vendor Item Maintenance, a PostRead script can grab that to show both 2nd vendor and Vendor Name, which can be placed into a UDF (or add a button instead and have the script put 2nd vendor in the button text itself - bonus is if you click the button it bring us the Vendor Item Maint screen which is Idea No 2 below).

2. Extending Kevin's idea of using Item Vendors feature, you could add a button just below Primary Button to open Vendor Item Maintenance in 1-click. Here are the details:

1. Ctrl-F9 or Customizer Selection positioned on PMAIN
2. Add a normal Custom Office button.
3. Go to Link Settings tab. Leave it at DDE. Hit the Edit Script button off to the right.
4. Make it look the screenshot here:
   
   
5. Create a text file in \mas90\CM\Script and call it ItemVendorMaintenance.pvx
6. Put these 2 lines in and save the file
   _OBJ'BT_VENDOR()
   EXIT
   
   
7. Save the screen in Customizer, open Item Maint, pull up an item, and click the button.

This is very simple Perform Logic. It can also be called with a button script instead of doing it the way I mentioned. 
Also if you want a Paperless Delivery Options in 1-click from Customer Maintenance (how it used to be) follows steps above but the 2 lines change to:
_OBJ'BT_PaperlessDelOptions()
EXIT


------------------------------
Alnoor Cassim

Email: alnoor_asifocus_com@growthzone.testinator.com
Ph:
------------------------------

Original Message:
Sent: 03-18-2022 16:04
From: Alnoor Cassim
Subject: Add a Secondary Vendor Selection to Item Maintenance via Custom Office

Probably with a little tweak, we can add a button next to Primary Vendors to bring up the Item Vendors Maintenance screen. 1-click instead of 2. I just did this for Customer Maintenance last week to bring up the Paperless  Office Delivery Options screen. I'll post it if anyone interested.

------------------------------
Alnoor Cassim

Email: alnoor_asifocus_com@growthzone.testinator.com
Ph:
------------------------------


Original Message:
Sent: 03-18-2022 10:16
From: Kevin Moyes
Subject: Add a Secondary Vendor Selection to Item Maintenance via Custom Office

Why not use the Item Vendors feature?  That allows multiples... and while not possible to display the list directly on an IM panel, it's two clicks away.


------------------------------
Kevin Moyes
Technical Systems Analyst
Munjal White Consulting Co.

Here's a post on Sage City that I posted.  It contains a script template for adding the magnifying glass button to multi-line UDFs.  This avoid the needs for a UDT that has to mirror a source table because it is using the same lookup that the stock fields would use.  The post linked below requires version 2015+ in order to use the UI post load event.  There is another post further below it that is a workaround for version 2014-.
https://www.sagecity.com/us/sage100_erp/f/sage-100-technical-and-installation-discussions/165123/udf-data-source--cust-maint/424556#424556

------------------------------
David Speck II
Tennessee Software Solutions
------------------------------

Original Message:
Sent: 03-18-2022 16:39
From: Alnoor Cassim
Subject: Add a Secondary Vendor Selection to Item Maintenance via Custom Office

Couple of ideas:

1. If you want to just show the 2nd vendor from Vendor Item Maintenance, a PostRead script can grab that to show both 2nd vendor and Vendor Name, which can be placed into a UDF (or add a button instead and have the script put 2nd vendor in the button text itself - bonus is if you click the button it bring us the Vendor Item Maint screen which is Idea No 2 below).

2. Extending Kevin's idea of using Item Vendors feature, you could add a button just below Primary Button to open Vendor Item Maintenance in 1-click. Here are the details:

1. Ctrl-F9 or Customizer Selection positioned on PMAIN
2. Add a normal Custom Office button.
3. Go to Link Settings tab. Leave it at DDE. Hit the Edit Script button off to the right.
4. Make it look the screenshot here:
   
   
5. Create a text file in \mas90\CM\Script and call it ItemVendorMaintenance.pvx
6. Put these 2 lines in and save the file
   _OBJ'BT_VENDOR()
   EXIT
   
   
7. Save the screen in Customizer, open Item Maint, pull up an item, and click the button.

This is very simple Perform Logic. It can also be called with a button script instead of doing it the way I mentioned.
Also if you want a Paperless Delivery Options in 1-click from Customer Maintenance (how it used to be) follows steps above but the 2 lines change to:
_OBJ'BT_PaperlessDelOptions()
EXIT


------------------------------
Alnoor Cassim

Email: alnoor_asifocus_com@growthzone.testinator.com
Ph:
------------------------------


Original Message:
Sent: 03-18-2022 16:04
From: Alnoor Cassim
Subject: Add a Secondary Vendor Selection to Item Maintenance via Custom Office

Probably with a little tweak, we can add a button next to Primary Vendors to bring up the Item Vendors Maintenance screen. 1-click instead of 2. I just did this for Customer Maintenance last week to bring up the Paperless  Office Delivery Options screen. I'll post it if anyone interested.

------------------------------
Alnoor Cassim

Email: alnoor_asifocus_com@growthzone.testinator.com
Ph:


Original Message:
Sent: 03-18-2022 10:16
From: Kevin Moyes
Subject: Add a Secondary Vendor Selection to Item Maintenance via Custom Office

Why not use the Item Vendors feature?  That allows multiples... and while not possible to display the list directly on an IM panel, it's two clicks away.


------------------------------
Kevin Moyes
Technical Systems Analyst
Munjal White Consulting Co.

Huge thanks to @David Speck II for going the extra step and providing me additional setup details as scripting is not my area.  Also thanks @Alnoor Cassim, I was also in the midst of trying your solution.  This client wanted a "click" option on the main screen.​​

------------------------------
[Michele] [Herzog] [CPA,CITP, CGMA]
[Overland Park] [KS]
[816-520-1365]
------------------------------

Original Message:
Sent: 03-19-2022 02:21
From: David Speck II
Subject: Add a Secondary Vendor Selection to Item Maintenance via Custom Office

Here's a post on Sage City that I posted.  It contains a script template for adding the magnifying glass button to multi-line UDFs.  This avoid the needs for a UDT that has to mirror a source table because it is using the same lookup that the stock fields would use.  The post linked below requires version 2015+ in order to use the UI post load event.  There is another post further below it that is a workaround for version 2014-.
https://www.sagecity.com/us/sage100_erp/f/sage-100-technical-and-installation-discussions/165123/udf-data-source--cust-maint/424556#424556

------------------------------
David Speck II
Tennessee Software Solutions
------------------------------


Original Message:
Sent: 03-18-2022 16:39
From: Alnoor Cassim
Subject: Add a Secondary Vendor Selection to Item Maintenance via Custom Office

Couple of ideas:

1. If you want to just show the 2nd vendor from Vendor Item Maintenance, a PostRead script can grab that to show both 2nd vendor and Vendor Name, which can be placed into a UDF (or add a button instead and have the script put 2nd vendor in the button text itself - bonus is if you click the button it bring us the Vendor Item Maint screen which is Idea No 2 below).

2. Extending Kevin's idea of using Item Vendors feature, you could add a button just below Primary Button to open Vendor Item Maintenance in 1-click. Here are the details:

1. Ctrl-F9 or Customizer Selection positioned on PMAIN
2. Add a normal Custom Office button.
3. Go to Link Settings tab. Leave it at DDE. Hit the Edit Script button off to the right.
4. Make it look the screenshot here:
   
   
5. Create a text file in \mas90\CM\Script and call it ItemVendorMaintenance.pvx
6. Put these 2 lines in and save the file
   _OBJ'BT_VENDOR()
   EXIT
   
   
7. Save the screen in Customizer, open Item Maint, pull up an item, and click the button.

This is very simple Perform Logic. It can also be called with a button script instead of doing it the way I mentioned.
Also if you want a Paperless Delivery Options in 1-click from Customer Maintenance (how it used to be) follows steps above but the 2 lines change to:
_OBJ'BT_PaperlessDelOptions()
EXIT


------------------------------
Alnoor Cassim

Email: alnoor_asifocus_com@growthzone.testinator.com
Ph:


Original Message:
Sent: 03-18-2022 16:04
From: Alnoor Cassim
Subject: Add a Secondary Vendor Selection to Item Maintenance via Custom Office

Probably with a little tweak, we can add a button next to Primary Vendors to bring up the Item Vendors Maintenance screen. 1-click instead of 2. I just did this for Customer Maintenance last week to bring up the Paperless  Office Delivery Options screen. I'll post it if anyone interested.

------------------------------
Alnoor Cassim

Email: alnoor_asifocus_com@growthzone.testinator.com
Ph:


Original Message:
Sent: 03-18-2022 10:16
From: Kevin Moyes
Subject: Add a Secondary Vendor Selection to Item Maintenance via Custom Office

Why not use the Item Vendors feature?  That allows multiples... and while not possible to display the list directly on an IM panel, it's two clicks away.


------------------------------
Kevin Moyes
Technical Systems Analyst
Munjal White Consulting Co.