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v2022 PU1 PM Work Ticket ALE Customization

  • 1.  v2022 PU1 PM Work Ticket ALE Customization

    Posted 08-23-2022 12:56
    I think this can be done but not quite there.  Client using v2022 PM wants to display the customer name in the work ticket ALE.  The SO number is available for display but not the customer bill to name.  I created a VI export job or the work ticket header to extract the customer name thinking this would make the field available in the ALE.  Not seeing it.

    Is this (customer name in ALE) possible?  If so, where did I err?





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    Jeff Schwenk
    Bottomline Software, Inc.
    (540) 221-4444
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  • 2.  RE: v2022 PU1 PM Work Ticket ALE Customization

    Posted 08-26-2022 12:24
    Creating the job export is not what creates the link.  I believe this is what you are looking for.  I don't have access to the same environment as you at the moment but IIRC, you should be able to link to SO_SalesOrderHeader using the MakeForSalesOrderNo field.
    (Tutorial) Adding additional tables to Lookups | Sage 100 (90minds.com)

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    David Speck II
    Tennessee Software Solutions
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  • 3.  RE: v2022 PU1 PM Work Ticket ALE Customization

    Posted 08-26-2022 13:23
    Thank you.  An oldie but goodie.  Much appreciated.

    Happy Friday.

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    Jeff Schwenk
    Bottomline Software, Inc.
    (540) 221-4444
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  • 4.  RE: v2022 PU1 PM Work Ticket ALE Customization

    Posted 08-26-2022 15:18
    Not quite there.  The new link is not an option in the ALE (I am using the Wizard, not custom field in work ticket entry).  Does the key expression MakeForSalesOrderNo field.have to exist in the SO Header table?  Only SOnumber does.  So if I match on MakeForSalesOrderNo there is no match.  Where am I going off the rails?

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    Jeff Schwenk
    Bottomline Software, Inc.
    (540) 221-4444
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  • 5.  RE: v2022 PU1 PM Work Ticket ALE Customization

    Posted 08-26-2022 15:27
    No.  The way the link is supposed to work is the column you specify in the Key Expression field is supposed to be a column in the table in the "Primary Table Name" field and it needs to match the primary index of the table in the "Link Table Name" field.  Since SO_SalesOrderHeader's primary index only consist of SalesOrderNo, the MakeForSalesOrderNo should be the right column for the Key Expression. 

    What value did you enter in the Sequence field?

    Have you DFDM your JT_WorkTicketHeader table to make sure sales order numbers are in the MakeForSalesOrderNo column?

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    David Speck II
    Tennessee Software Solutions
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  • 6.  RE: v2022 PU1 PM Work Ticket ALE Customization

    Posted 08-26-2022 15:36
    Edited by Kevin Moyes 08-26-2022 15:44
    I just tried and the field list for adding columns to the ALE doesn't add the newly linked table.  It would not surprise me if the problem was PM specific.

    Edit:
    The link actually already existed... so I added a duplicate, which didn't help.

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    Kevin Moyes
    Technical Systems Analyst
    Munjal White Consulting Co.
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  • 7.  RE: v2022 PU1 PM Work Ticket ALE Customization

    Posted 08-26-2022 16:12
    Who was the genius to give the SONumber field a different name in BM??  Hello, can I speak to the person in charge of quality control?  Hello?  Hello????  Dial tone......  Or maybe provide the ability for linking different field names....

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    Jeff Schwenk
    Bottomline Software, Inc.
    (540) 221-4444
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  • 8.  RE: v2022 PU1 PM Work Ticket ALE Customization

    Posted 08-26-2022 16:33
    The problem is not the field name, it is something in the PM ALE.  This works, even with the "DefaultWarehouseCode" field used in the link to the IM_ItemWarehouse file.


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    Kevin Moyes
    Technical Systems Analyst
    Munjal White Consulting Co.
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  • 9.  RE: v2022 PU1 PM Work Ticket ALE Customization

    Posted 08-30-2022 23:20
    Another way you might be able to get this to work for stubborn ALE's where the VI link doesn't work is to create a calculated field in the ALE and don't enter a mask, set the justification and width to something that makes sense for your field and then in the calculation field, use a function called FNREAD$ combined with the TBL function.
    TBL(STR(​MakeForSalesOrderNo)<>"","",FNREAD$(STR(​MakeForSalesOrderNo),"SO_SalesOrderHeader","1",0,"BillToName"))
    The TBL function is used in this example like Excel's IF function, if the first argument evaluates to True, the third argument is processed, if False, the second argument is processed. 

    The FNREAD$ function takes five arguments.
    1. Field or value to use to scan the target table for a record where the primary index key matches the value.  I tend to wrap this in the STR function to make sure there won't be any data type errors.
    2. The target table name.
    3. Not sure about this but it seems to only work when passing "1" to it.
    4. I believe this is the index number which is zero based, so kPrimary is 0.
    5. The target field.
    Hopefully this will work for you.

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    David Speck II
    Tennessee Software Solutions
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  • 10.  RE: v2022 PU1 PM Work Ticket ALE Customization

    Posted 08-31-2022 17:38
    Thanks @David Speck II - Very intriguing.  Not sure if I have that much spare time on my hands to make this work.  I may take a pass and tell the client that i have gone as fer as I can go.  I will post back if I elect to take this impossible mission assignment.


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    Jeff Schwenk
    Bottomline Software, Inc.
    (540) 221-4444
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  • 11.  RE: v2022 PU1 PM Work Ticket ALE Customization

    Posted 08-31-2022 17:42
    Understandable.  If I have the fields correct, you should just be able to drop it into the "Calculate field" field on a new field.  When you clear the mask out of the "Mask" field, you'll get a message saying "Invalid mask" but you can disregard it.  Just set the Heading, Width, and Justification and you should be set.

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    David Speck II
    Tennessee Software Solutions
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