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I took a gander at the invoice actions to prefill customer terms and tried to replicate that on the vendor side so that our vendors terms would prefill on the PO, however, it did not work. Can someone please help me walk through where i need to insert the action and what the action needs to entail in order for me to prefill vendor terms on POs?   Much obliged

Great thinking David!

When I first started customizing I would generally take a look at other screens and try and replicate their funtionality.

In many cases this can be tricky since Method has a number of moving parts and little triggers in places can often make a big difference across the entire screen.

The action you are looking to implement is called Retrieve Value from Table. 

If you take a look at the Invoice screen you will be able to see that most of the actions which prefill  the textboxes on the screen come from the Customer dropdown list.

If we explore these actions, there are two actions you should make note of:

1. Retrieve value from screen (Step 8 - Get resultCustomer Name)

2. Retrieve value from Table (Step 26 - Copy the terms)

In the Purchase Order screen you will have to replicate these two actions and customize them so they reflect the Vendor's name.

Workflow:

1. I made the Retrieve Value From Screen the first action and retrived the name of the vendor (In the vendor name dropdown located on the Purchase Order screen).

2. I then followed it up by retreiving the terms from the vendor table where the fullname was equal to the vendor name.

3. Lastly, placed the value into the Terms object on the screen. 

Have fun customizing !

Nelson - Took me a few days before I was able to dig into this, but I tried following your instructions last night and was unable to get the terms to prefill when selecting a vendor on the PO screen.  Are you able to provide me with screen shots of exactly the actions you are creating and where you are creating them?  I had some confusion when trying to replicate actions on the vendor side when they werent the same actions on the customer side.

Hey David,

There's only one action being created and it is built into the vendor textchange event list.
I've highlighted the action and the properties associated with it to help you.

Cheers,

Nelson

Nelson.   I tried to create the action you highlighted above however I could not get "resultVendor" to populate in the 6th field from the top as you have it above.  When I click on that drop down box the field is blank and there are no options to select from.  I added the action regardless (its #27 action in the vendor drop down field of my PO screen) and the terms do not prefill when selecting a vendor.  

Is there something I am doing wrong here?  

Hey David,

Let me start fresh here based on the screenshot I provided in my last post:

1. resultVendor is an Action Result created in the first action in the Vendor text change event on the Purchase Order screen.
2. You placed that Retrieve Value from Table action in at spot #27.
3. Move that action up to the #2 spot under the Retrieve Value from Screen action (simply select the number on the left hand side and change it from 27 to 2)