Method Community

Given the very large number of clients we service, we use a system of short codes we call "CustCode" in place.  Most typically, these are 3 to 5 letter identifiers, similar to what you might expect for the 3 letter identifiers used for airports.  Rather than type in a full customer name, we will type in the short CustCode to pull up a customer file from the customer list in our various programs and file folders.

I've now got the CustCode set up in the Customer table so that we can use it in Method and it displays perfectly in the Customer screen.  However, when trying to set it up in the Sales Order screen, I can get the field to show but I can't get it to allow me to set up the type field I wish, nor can I get it to pull data from the Customer table even though I've made that assignment. 

Specifically, in the Customer table, the field is simply a text field that allows entry, search, and display of the CustCode.  However, in the Sales Order table, I've tried to set it up as a dropdown field to allow scrolling down and clicking (or typing in) the CustCode to then pull the information and display the customer information from the Customer table.  While I can get the field to show up in the Sales Order screen, it is not displaying as a dropdown field as this field is set up in the Sales Order table nor can I get it to display any of the information from the Customer table.  

Ideally, I'd like to model the CustCode field after the Customer Job* field, so we can use either field as a drop down to then populate the Sales Order screen.  Can someone please share with me the steps I need to follow to get this set up to work correctly?

Thanks in advance for any help that can be provided.

Dan

Hello Dan,
      You can take the standard Sales Order screen and the given drop down for Customer and add your CustCode as a viewable option.  This way users can search for both the Customer name and Customer Code.  You can find these options in the Customer:Job drop down properties in Step 4.  In the stock screen, you have the Customer name, Company Name and EntityType by default.

       The Sales Order screen actually takes the value in the Customer dropdown and gets the customers information from the Customers table.  It then populates the customer fields on the Sales Orders screen.  You can see this in the Customer:Job field's properties on Step 2 with the Text Change event.  
    
      I'm not sure why you are not seeing the CustCode as a drop down.  You would have to add it as a link field to the Sales Order table.   Then you would have to create the same actions as in Step 2 for the Customer:Job field.

-Greg