Method:Classic General Q&A

Re: Adding Contact Info to Sales Order and Work Order

Method_Michael — Fri, 02 Dec 2011 15:55:50 GMT

Blake-

I was 1 minute too late, but what you did is exactly right.

-Michael

Re: Adding Contact Info to Sales Order and Work Order

Blake C — Fri, 02 Dec 2011 15:54:57 GMT

Thanks for that. I figured most of it out last night and just updated this post with my findings (about the same time you were typing up your response, it seems).

Thanks again...

Re: Adding Contact Info to Sales Order and Work Order

Method_Michael — Fri, 02 Dec 2011 15:46:34 GMT

Blake-

You can add a Contacts drop down to the SalesOrder table and then drag that field onto the screen so that the user can select a contact. When you are adding the Contacts drop down you will need to add the RecordID as a drop down and then add the FullName as a linked field otherwise in the drop down you will only see RecordID's and not the actual contact names.

The Activity table which is what the Work Order screens are based on, already have the contacts drop down so you will just need to drag it to the screen.

Once you have the contact selected you can use actions to pull the additonal info needed. Depending on how you go from Sales Order to Work Order you can just pass the contacts info along.

-Michael

Re: Adding Contact Info to Sales Order and Work Order

Blake C — Fri, 02 Dec 2011 15:45:19 GMT

Just a quick update for anyone that might be following (now or in future)...

I added Contact (as a dropdown) and ContactName (as a linked text field) to the SalesOrder table.

I then dropped the Contact field (the dropdown) on the SalesOrder form, binding the selected value to the ContactName. The Contact dropdown is filtered as follows: "Entity is equal to Screen.Customer_fld".

So now my salesmen can assign a Customer Contact for a SalesOrder. I'll add text boxes for phone and email that will be auto populated with this info when a Contact is selected.

This should give me the functionality I'm looking for.

** Oddly enough, while composing this message I came across the Log Call screen and noticed something very similar to what I will eventually replicate on my SalesOrder and Work Order screens.

Adding Contact Info to Sales Order and Work Order

Blake C — Thu, 01 Dec 2011 23:49:24 GMT

I want my salesmen to select a contact each time they create a Sales Order. This information would also need to be present on the Work Order the guys in the field will use, as well.

Has anyone customized the Sales Order screen to allow for selecting a Customer Contact (would like the SO to have the selected contact's name and phone number)?

Tips on this? Thoughts? Examples?

Thanks...

Blake C