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I would like to have a default always visible in a sales receipt line item.

Any ideas as to how to do it?

Hi JWS,

There are a few actions needed to do this but it isn't very difficult.  You want to instert a record into the SalesReceiptLine table for your default.  

First need to get the values from the item you want as the default using a Retrieve Value from Table action.  The Item and Rate fields are required for the SalesReceiptLine table. Also required is the SalesReceipt RecordID, which you can get from the screen in the Insert into Table action.

The set of actions should look like the following:

As you see from the screen, you'll want to place these actions just before the Insert New Row into Grid action on the Customer:job dropdown. 

Hope this helps,

- Adam

I tried this and I couldn't get it to work.

Can you give me a bit of detail on the step by step?

Hi,

What exactly didn't work?  Something I'd suggest is to use a "Show Message" action to see what values are being retrieved from your "Retrieve Value from Table" action.  This way you'll know the correct values are being grabbed and used on the insert action.  Once they're set correctly, you can remove the message.  

If you're having trouble setting up the Retrieve Value from Table action, here's a screen to use as an example.  Keep in mind that your recordID's might be different, but it generally should look similar.

Hope this helps,

- Adam

I can't seem to get it to insert into grid.

Are you getting an error or is nothing happening?  If there's no error, it may just be that the grid is not showing the insert. If you refresh the grid, if an insert was successful, it will show.

I'd also make sure you are setting the right value for SalesReceiptRecordID.  You should be using "Value from Screen" and the field RecordID.  If the value is wrong, it won't show in the grid.  Since the grid is attached to the screen, it will only show records belonging to that sales receipt.

You could use the Import/Export Tool and export the SalesReceiptLine table to see if the inserts were actually done and if so, what values they have.

- Adam

I am getting this Error:There was an Error during insert records into table.

Can you show me how you are setting up your Insert action? Perhaps with a screen shot of the action properties?  I'm wondering if you're taking a value and putting it in the wrong field (for instance, putting a text value in a field that's expecting an integer).

The three required fields for the SalesReceiptLine table are Item (text value), Rate (decimal) and SalesReceiptRecordID (integer).  Could any of these values not be matching up correctly? Or any other fields you may have included?

- Adam

I'm not able to do screen shots.

Can you provide a screen shot of each step?

A screen of the "Retrieve Value from Table" is in an above post.  Here's a screen of the "Insert Records into Table":

Understand that your values will be different.  If you can give me more information and detail on what you are entering I can help you a bit more.  If you wish, you can also speak to one of our in-house consultants or a Method Solution Provider for assistance with this.

- Adam

I sent you an email of the screens.

Thanks for your help!

Hi,

I never received any screens.  Can you send them again?  My email is: a.lyons@methodintegration.com

- Adam

Sorry, they were in my spam folder.  I'll take a look and get back to you.

- Adam

I finally had some time to work on this again and have gotten it to work well. Thanks.