Sage 100

I have a customer that would like to make the Primary Ship-To field a required field in Customer Master - as opposed to leaving it blank and Sage using the bill-to default.  Is the best way to do this a script?  My thinking is a script that checks for a blank field when the user clicks accept...Any drawbacks to making it "required"?

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Stacey Moody
Consultant
Emerald TC
Johns Creek GA
(678) 697-3093
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Can't you just use Custom Office and make it a required field?  (use Advanced Field Settings?)

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Nancy Hanson
Blytheco LLC
Eagan MN
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Using Advanced Field Settings to set a field as Required in a main table (customers, items, vendors...) is risky.  A number of different business objects can write to that table, and if a customer is ever left without that value (saved before enabling the feature) things like updating Aging buckets or a Last *** Date field can fail, silently.
A script can be filtered to only apply to the Customer Maintenance UI, avoiding such possibilities.

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Kevin Moyes
Technical Systems Analyst
Munjal White Consulting Co.
Toronto ON
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Thanks Kevin - that was my fear.  This customer has CRM, Starship and Scanco products, so I was a little hesitant making it "required", not knowing the full impact.

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Stacey Moody
Consultant
Emerald TC
Johns Creek GA
(678) 697-3093
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Original Message:
Sent: 03-27-2019 18:04
From: Kevin Moyes
Subject: Require Ship-To Code on Customer Master?

Using Advanced Field Settings to set a field as Required in a main table (customers, items, vendors...) is risky.  A number of different business objects can write to that table, and if a customer is ever left without that value (saved before enabling the feature) things like updating Aging buckets or a Last *** Date field can fail, silently.
A script can be filtered to only apply to the Customer Maintenance UI, avoiding such possibilities.

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Kevin Moyes
Technical Systems Analyst
Munjal White Consulting Co.
Toronto ON
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This was a lesson learned the hard way.  We set an SO header field as required, but missed some existing open orders.  Eventually, when the invoices posted for those SO, the orders weren't updated with what shipped.  With no error, the customer ended up shipping the same items multiple times until the problem was discovered!!!

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Kevin Moyes
Technical Systems Analyst
Munjal White Consulting Co.
Toronto ON
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Original Message:
Sent: 03-27-2019 18:29
From: Stacey Moody
Subject: Require Ship-To Code on Customer Master?

Thanks Kevin - that was my fear.  This customer has CRM, Starship and Scanco products, so I was a little hesitant making it "required", not knowing the full impact.

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Stacey Moody
Consultant
Emerald TC
Johns Creek GA
(678) 697-3093
------------------------------


Original Message:
Sent: 03-27-2019 18:04
From: Kevin Moyes
Subject: Require Ship-To Code on Customer Master?

Using Advanced Field Settings to set a field as Required in a main table (customers, items, vendors...) is risky.  A number of different business objects can write to that table, and if a customer is ever left without that value (saved before enabling the feature) things like updating Aging buckets or a Last *** Date field can fail, silently.
A script can be filtered to only apply to the Customer Maintenance UI, avoiding such possibilities.

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

You can do it in Custom Office, but be sure to populate all the existing records prior to doing this or you may get errors in weird places! 
Also double check to make sure other entry methods have been update (VI, Quick Entry, etc.)

https://support.na.sage.com/selfservice/viewdocument.do?noCount=true&externalId=62593&sliceId=1&isLoadPublishedVer=&docType=kc&docTypeID=DT_Article&stateId=19766&cmd=displayKC&dialogID=886781&ViewedDocsListHelper=com.kanisa.apps.common.BaseViewedDocsListHelperImpl&openedFromSearchResults=true 

Description

<content>How to set a data entry field as a required field </content>

Resolution

<content></content>

1. Open Modules, Custom Office, Main
2. Select User-Defined Field and Table Maintenance
3. Select the applicable Module and Table
4. Right-click on the table and select Advanced Field Settings
5. Click on the green + sign to Add
6. Select the desired Field from the dropdown
7. Check the box for Required, then click OK
8. Close windows

Note: You can apply the change to All companies or specific company codes

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Michelle Forsey
Eide Bailly, Inc.
801-456-5470
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Thank you ladies.

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Stacey Moody
Consultant
Emerald TC
Johns Creek GA
(678) 697-3093
------------------------------

Original Message:
Sent: 03-27-2019 18:04
From: Michelle Forsey
Subject: Require Ship-To Code on Customer Master?

You can do it in Custom Office, but be sure to populate all the existing records prior to doing this or you may get errors in weird places!
Also double check to make sure other entry methods have been update (VI, Quick Entry, etc.)

https://support.na.sage.com/selfservice/viewdocument.do?noCount=true&externalId=62593&sliceId=1&isLoadPublishedVer=&docType=kc&docTypeID=DT_Article&stateId=19766&cmd=displayKC&dialogID=886781&ViewedDocsListHelper=com.kanisa.apps.common.BaseViewedDocsListHelperImpl&openedFromSearchResults=true

Description

<content>How to set a data entry field as a required field </content>

Resolution

<content></content>

1. Open Modules, Custom Office, Main
2. Select User-Defined Field and Table Maintenance
3. Select the applicable Module and Table
4. Right-click on the table and select Advanced Field Settings
5. Click on the green + sign to Add
6. Select the desired Field from the dropdown
7. Check the box for Required, then click OK
8. Close windows

Note: You can apply the change to All companies or specific company codes

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Michelle Forsey
Eide Bailly, Inc.
801-456-5470
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Just ringing in a related experience.  We made a SO field required and it ended up breaking RMA, because the auto-generated SO's that it made did not have the field completed.

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Rhonda McNamara
Customer Success Manager
Stewart Technologies, Inc.
rsm@stewarttechnologies.com
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