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  • 1.  Customer Maintenance Sales Order tab searching options

    Posted 03-18-2025 12:57

    Hello, 

    I need to know if anyone has come across something in Customer Maintenance, Sales Order tab, when you click on the binoculars and get the "Search for Open Orders" option.  When I modify that window and click ok, it filters the type of Order.  That works great.  But, when you close Customer Maintenance and go back into that customer, those changes are not saved.  Are they able to be saved or is this something Sage will need to review?  It's a little thing but I have a client who uses this a lot and to have the ability to save those changes would be awesome.  Let me know your thoughts.  Thank you.



    ------------------------------
    Debby Hanson
    Consultant
    RKL eSolutions, LLC
    ------------------------------


  • 2.  RE: Customer Maintenance Sales Order tab searching options

    Posted 03-19-2025 04:42

    Hi Debby,

    It was nice to meet you at MOTM!

    So this is a common thing that the search filters do not persist after you close the screen associated with it. So for your scripters at RKLe, for this screen they can use what's called a Panel PostLoad UI script in a couple places. 

    A minor area is when the DSEARCHORD dialog/screen (as you see in Customizer)  loads after clicking "Search for Open Orders". First check if those boxes for order types have default values you can set with Customizer to avoid having to do a script. If it can't, then a UI script there can for example untick the All box and then only tick the Standard and Backorder boxes. This can save them a few mouse clicks each time so they don't have to manually set the order types but they still have to click the Search button to begin with. 

    The bigger area is when the Orders panel itself is clicked. The listbox will load first unfiltered and then then the UI script (this one being more involved than the 1st) would fire off second. It can set the internal variable for the order type filter (e.g. Standard and Backorder) and then send a command to reload the listbox. At this point you will have the filtered listbox they want. The only downside is the listbox is loading twice which they may not even notice.

    Good luck!



    ------------------------------
    Alnoor Cassim
    Accounting Systems, Inc. (ASI)
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  • 3.  RE: Customer Maintenance Sales Order tab searching options

    Posted 03-19-2025 19:21

    Thanks, Alnoor! 

    It was great to finally meet you in person too.  😊

    I've looked at the customizer and don't see how these fields can be changed so I'll take your advise and see if the scripting gurus here at RKL can do something.

    Have a great day and thanks for the tips!

     

    Thank you

    Debby

     

    UPCOMING OUT OF OFFICE:

    Debby Hanson

    Senior Solution Architect

     

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    phone: 484.874.2221 |

    email: dahanson@rklesolutions.com | website: rklesolutions.com