Home » Categories » Solutions by Business Process » System Features

Sales/Purchase - Links to Order Enquiry from Transactions

Datafile Software

Sales/Purchase - Links to Order Enquiry from Transactions

When using the Ledger Enquiry to view a customer or supplier account you have been able to list the sales/purchase orders referenced against this account. This new feature allows you to link to the appropriate order when viewing the transactions. This has added advantages in that if using delivery accounts you can still link to the order from the main invoice account and also, for Premier users, you can also link across companies where the sales/purchase order was created in a different application company.


The ORDER button is only active on invoice and credit transactions where the order reference is recorded against the transaction. On selecting the option the order enquiry is opened for that order to review, <ESC> or the CLOSE button takes you back to the transaction enquiry.

 Installation

 The link relies on the Order Reference being written to a data item on the transaction record generated at point of invoice/credit generation. Many users will already have this item and as such you only need to update the Database Profiles to reference this item. If the item does not exist or you update the sales/purchase transactions from multiple order processing companies then you need to create the necessary items in the transaction and order processing files.

Database Restructure

A maximum of two new items are required on the sales/purchase transaction file plus, if using a multi-company set-up, you need to create a data item on the order header file containing the source company id.

File Item Type Description

SLT/PLT ORDER-REF X (16) Holds the reference of the sales/purchase order that generated the transaction.

SLT/PLT ORDER-CO X (3) Holds the application company-id of the company the order was generated from. This is only required for multi-company set-ups.

SOH/POH !=CCC X (3) Creates a data item containing as a default value of text after the ‘!=’.Replace the ‘CCC’ with the appropriate company-id. Again this is only required for multi-company set-ups.

Database Profiles

The items on the sales/purchase transaction files need to be referenced within the Database Profiles. Parameter Screen ‘Trans Optional 2’ allows reference of the Order-Ref and Order-Co data items.

Document Design

To populate the Order-Ref and, if necessary, the Order-Co data items you need to set copy items from the order header to the transaction file within the invoice and credit documents. Parameter Screen 16 of the document design parameters allows this.


Order-Hdr to SL(PL)-Trans – this section allows ten copy items from the order header database to the generated transactions, set here the data item numbers for the order reference and order company data items in both files.

 Multiple Order Documents

 This feature relies on one order being processed for each generated invoice/credit so is not applicable where invoicing is on a multiple-order basis

Custom Fields
  • Release ID: 6.1
Attachments Attachments
There are no attachments for this article.
Related Articles RSS Feed
Include Attachments on Documents to Email
Viewed 2313 times since Tue, Jun 12, 2012
Improvements to Application Reports
Viewed 1967 times since Wed, Jun 13, 2012
Additional Filter Option on Stock Transaction Enquiry
Viewed 2039 times since Tue, Jun 12, 2012
Validate Account and Stock Groups Entries
Viewed 2006 times since Fri, May 27, 2016
Extra Secondary Indexes
Viewed 1605 times since Wed, Sep 21, 2016
Sales Order / Works Order Enquiry Links
Viewed 3495 times since Mon, Nov 25, 2013
Transaction Types
Viewed 2525 times since Wed, Nov 6, 2013
Document Design Manager - Moving, Deleting and Amending Items
Viewed 2415 times since Wed, Jun 13, 2012
Landing Pages - Copy Configuration between Users
Viewed 1039 times since Thu, Jun 18, 2020
Landing Pages - Calculated Field Options
Viewed 317 times since Thu, Oct 24, 2024