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Site ID not assigned to selected Item: forbid adding?

  • 1.  Site ID not assigned to selected Item: forbid adding?

    GPUG ALL STAR
    Posted Jan 07, 2019 05:13 PM
    Dear Collaborators,

    We're going through a bit of pain here at the beginning of the new year and I hope that you folks can provide some pain killer!

    When entering line items on a new Sales Order, if the user enters a Site ID for an Item that hasn't been assigned to that particular Item, this message appears:


    Is there a way in GP to disallow the assigning of the Site to an Item? In other words, Is assigning site IDs on-the-fly like this controllable in the Security profile for a user?

    Sincerely,

    ------------------------------
    "Sparkly" Steve Erbach - Green Bay, WI
    Co-Chair, GPUG WI (Green Bay) Chapter
    Blog: https://www.gpug.com/blogs/steve-erbach
    Twitter: twitter.com/serbach
    2018-12-06_08_06_34-Mozilla_Firefox.jpg
    ───────────────
    Excel Webinar List
    ------------------------------


  • 2.  RE: Site ID not assigned to selected Item: forbid adding?

    SILVER CONTRIBUTOR
    Posted Jan 07, 2019 06:48 PM
    Edited by Luc St-Yves Jan 07, 2019 07:16 PM
    Hi Steve,
    I doubt this can be turned off since assignation is mandatory.  Thus, if you click on "Cancel", notice that it does Cancel the move to the next field and return on the item number.  If you try again to tab out, it will popup again.
    So, if the item is not assigned, GP will either ask you to assign it, or to cancel and blank or change your item number, but continuing without assigning is not an option.

    For this, I may be wrong, but turning off the popup should not be possible since it would allow, in a certain way, to continue to next field without assigning...


    ** Edit -> I just thought of something else...  If what you meant is that you would like to popup just a window saying "Site is not assigned to this item" with only an "OK" button, this is something very easy to code in .Net addins.

    But the simplest is not to give access to the following :
    screenshotAnd then, if the user click on "Add", it should not give him access.

    Let me know your findings ;)

    ------------------------------
    Luc St-Yves
    Business Analyst
    Co-Leader GPUG - Montreal chapter
    Humanware Technologies
    Drummondville QC
    ------------------------------



  • 3.  RE: Site ID not assigned to selected Item: forbid adding?

    GPUG ALL STAR
    Posted Jan 08, 2019 09:04 AM
    @Luc St-Yves,

    You're right; I shouldn't be so concerned. It is a mandatory field after all.​

    We came up with another route to try, however. To get our Customer Service Reps (CSR) to get used to creating new Sales Orders with Site IDs, we would have one be the default for new Orders... but that default Site ID would be assigned to none of the Inventory Items.

    Therefore, if the CSR forgot to change the default Site ID for the order as a whole, the first Item entered in the line items section of the order would throw up the message about assigning the Item to that "template" default Site ID. The CSR would then delete the line item, go back up to the order, and choose a different Site ID as the default.

    Does that sound feasible? That is, having a default Site ID with no Items assigned to it?

    Sincerely,

    ------------------------------
    "Sparkly" Steve Erbach - Green Bay, WI
    Co-Chair, GPUG WI (Green Bay) Chapter
    Blog: https://www.gpug.com/blogs/steve-erbach
    Twitter: twitter.com/serbach
    2018-12-06_08_06_34-Mozilla_Firefox.jpg
    ───────────────
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    ------------------------------



  • 4.  RE: Site ID not assigned to selected Item: forbid adding?

    TOP CONTRIBUTOR
    Posted Jan 08, 2019 09:16 AM
    Hey @Steve Erbach

    In theory that sounds like a great trigger until someone quickly hits the "yes" button - but then again that should further trigger them.  My honest opinion is if your users can be trusted :D then it is a good solution!

    ------------------------------
    Kindest Regards,
    Jo deRuiter , MCP, DCP
    "That GP Red Head"
    AISLING DYNAMICS CONSULTING, LLC
    WEBSITE: https://aislingdynamics.com/
    BLOG: https://community.dynamics.com/gp/b/gplife
    GPUG Academy Instructor
    Dynamics GP Credentialing Council-Vice Chair
    770-906-4504 (Cell)
    ------------------------------



  • 5.  RE: Site ID not assigned to selected Item: forbid adding?

    TOP CONTRIBUTOR
    Posted Jan 08, 2019 08:27 AM
    Edited by Jo deRuiter Jan 08, 2019 08:27 AM
    Mornin' @Steve Erbach!

    You could customize their roles by making sure none of them have this sub-task.  However, if they normally enter items they will need it....


    That way they will be forced to use a site that the item is assigned to or pick a different item.​

    ------------------------------
    Kindest Regards,
    Jo deRuiter , MCP, DCP
    "That GP Red Head"
    AISLING DYNAMICS CONSULTING, LLC
    WEBSITE: https://aislingdynamics.com/
    BLOG: https://community.dynamics.com/gp/b/gplife
    GPUG Academy Instructor
    Dynamics GP Credentialing Council-Vice Chair
    770-906-4504 (Cell)

    ------------------------------



  • 6.  RE: Site ID not assigned to selected Item: forbid adding?

    GPUG ALL STAR
    Posted Jan 08, 2019 09:06 AM
    Thank you, @Jo deRuiter. You're right, of course... but we've come up with a different angle as I explained to Luc. What do you think?

    Sincerely,​

    ------------------------------
    "Sparkly" Steve Erbach - Green Bay, WI
    Co-Chair, GPUG WI (Green Bay) Chapter
    Blog: https://www.gpug.com/blogs/steve-erbach
    Twitter: twitter.com/serbach
    2018-12-06_08_06_34-Mozilla_Firefox.jpg
    ───────────────
    Excel Webinar List
    ------------------------------



  • 7.  RE: Site ID not assigned to selected Item: forbid adding?

    SILVER CONTRIBUTOR
    Posted Jan 08, 2019 10:41 AM
    Hi Steve,
    I understand what you are trying to achieve, in terms of safe trigger.

    Couple of thoughts :
    - If the CSR do not need to have access to site/item assignation, then your trigger may work as intended by revoking permission to them for item/site
    - Otherwise, if the goal is to remind CSR to choose the site upon order header, and this, by trapping the default site still there upon line item adding, it would be feasible to code and AddIns in .Net and would not be complicated...  But this is probably something we want to avoid

    Other than that, maybe just naming you default site something like "TBD" would be visually enough when the site will be filled at sales header entry ?

    ------------------------------
    Luc St-Yves
    Business Analyst
    Co-Leader GPUG - Montreal chapter
    Humanware Technologies
    Drummondville QC
    ------------------------------



  • 8.  RE: Site ID not assigned to selected Item: forbid adding?

    GPUG ALL STAR
    Posted Jan 08, 2019 10:52 AM
    @Luc St-Yves,

    >> maybe just naming you default site something like "TBD" would be visually enough when the site will be filled at sales header entry <<

    Very nice! An obvious visual cue. I like it!

    Sincerely,​

    ------------------------------
    "Sparkly" Steve Erbach - Green Bay, WI
    Co-Chair, GPUG WI (Green Bay) Chapter
    Blog: https://www.gpug.com/blogs/steve-erbach
    Twitter: twitter.com/serbach
    2018-12-06_08_06_34-Mozilla_Firefox.jpg
    ───────────────
    Excel Webinar List
    ------------------------------



  • 9.  RE: Site ID not assigned to selected Item: forbid adding?

    SILVER CONTRIBUTOR
    Posted Jan 08, 2019 10:54 AM
    Steve, I think I have a work around for you...

    You can add a trigger in the database on the table IV00102 which will simply prevent any addings to item for your default site (which you dont want any assignments, if I got you well).

    Here is the trigger :
    USE [YOURDBNAME]
    GO
    /****** Object:  Trigger [dbo].[zz_IV00102C]    Script Date: 2019-01-08 10:43:46 AM ******/
    SET ANSI_NULLS ON
    GO
    SET QUOTED_IDENTIFIER ON
    GO
     CREATE TRIGGER [dbo].[zz_IV00102C] ON [dbo].[IV00102]
       AFTER INSERT AS
    set nocount on
    BEGIN
         delete iv00102
           from iv00102
             join inserted i
               on iv00102.locncode=i.locncode and iv00102.itemnmbr=i.itemnmbr
         where i.locncode='TEST'
    END
    set nocount off

    GO

    ALTER TABLE [dbo].[IV00102] ENABLE TRIGGER [zz_IV00102C]

    GO


    Simply replace the 'TEST' by the name of your default site.
    I tried it and what it does is, if your user ADD the site/item, it will instantly delete it.  Then the user will gets prompted back.

    What do you think ?








    ------------------------------
    Luc St-Yves
    Business Analyst
    Co-Leader GPUG - Montreal chapter
    Humanware Technologies
    Drummondville QC
    ------------------------------



  • 10.  RE: Site ID not assigned to selected Item: forbid adding?

    SILVER CONTRIBUTOR
    Posted Jan 08, 2019 11:07 AM
    Edited by Luc St-Yves Jan 08, 2019 11:08 AM
    Here is what it does step-by-step :
    - I leave the default site unchaged (as 'TEST' for me), then add my line item,
    - I get prompted to Add or Cancel
    - I click on add, and Save the Item/Site assignment as follow :
    screenshot1
    - Then I close this window and get back to my line item sales entry
    - Then Tab out the field :
    screenshot2
    - I get prompted again...  Can do this all day ;)

    ------------------------------
    Luc St-Yves
    Business Analyst
    Co-Leader GPUG - Montreal chapter
    Humanware Technologies
    Drummondville QC
    ------------------------------



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