diffrent uom sales

7/30/2019 Diffrent UoM Sales

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Displaying different UOM on Sales Documents

End Result: When the user selects other UOM from a drop down menu on Marketing documentline level, the qty for that UOM will be displayed

Instructions:

Step 1: Adding 2 user fields to Marketing Documents Rows

From ToolsManage User FieldsMarketing Document Rows.

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Add

Field one:

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Field 2:

Step 2: Display new UDFs on Marketing documents.

In this example the quantities will be converted to a selected UOM on Sales Order

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Step 3:

Create the query:

SELECT CASE $[RDR1.U_OtherUOM]

WHEN 'Sq Ft' THEN (SELECT $[$38.11.Number]* T0.U_ConSqFt)WHEN 'Kg' THEN (SELECT $[$38.11.Number]* T0.U_ConToKg)When 'Ounces' then (SELECT $[$38.11.Number]* T0.U_ConOunce)ELSE (SELECT $[$38.11.Number])

ENDFROM OITM T0WHERE T0.ItemCode=$[$38.1.0]FOR BROWSE

Step 4: link the query to the UDF Qty in other UOM using a Formatted Search

Alt + Shift + f2

Now, after the user will select the desired UOM, quantities in that UOM will be displayed on theSales Order.

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Note: To display quantities in other UOM on Quotation, replace query in step 3 with querybelow:

SELECT CASE $[QUT1.U_OtherUOM]

WHEN 'Sq Ft' THEN (SELECT $[$38.11.Number]* T0.U_ConSqFt)WHEN 'Kg' THEN (SELECT $[$38.11.Number]* T0.U_ConToKg)When 'Ounces' then (SELECT $[$38.11.Number]* T0.U_ConOunce)ELSE (SELECT $[$38.11.Number])


To display quantities in other UOM on A/R Invoice, replace query in step 3 with query below:

SELECT CASE $[INV1.U_OtherUOM]WHEN 'Sq Ft' THEN (SELECT $[$38.11.Number]* T0.U_ConSqFt)WHEN 'Kg' THEN (SELECT $[$38.11.Number]* T0.U_ConToKg)When 'Ounces' then (SELECT $[$38.11.Number]* T0.U_ConOunce)ELSE (SELECT $[$38.11.Number])


To display quantities in other UOM on Delivery, replace query in step 3 with query below:

SELECT CASE $[DLN1.U_OtherUOM]WHEN 'Sq Ft' THEN (SELECT $[$38.11.Number]* T0.U_ConSqFt)WHEN 'Kg' THEN (SELECT $[$38.11.Number]* T0.U_ConToKg)When 'Ounces' then (SELECT $[$38.11.Number]* T0.U_ConOunce)ELSE (SELECT $[$38.11.Number])


To display quantities in other UOM on A/R Credit Memo, replace query in step 3 with querybelow:

SELECT CASE $[RIN1.U_OtherUOM]WHEN 'Sq Ft' THEN (SELECT $[$38.11.Number]* T0.U_ConSqFt)WHEN 'Kg' THEN (SELECT $[$38.11.Number]* T0.U_ConToKg)When 'Ounces' then (SELECT $[$38.11.Number]* T0.U_ConOunce)ELSE (SELECT $[$38.11.Number])

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Displaying other UOM on Sales Documents Quotation/ Sales Order /Invoice Printout

Sometimes display by line, sometimes by document (A document might say 1 lot of stuff and there isreally 10 line items on the order/invoice that they do not see).

On screen:

End Result when by line:

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End Result when by document:

Instruction for printing selected UOM by line:

Add 2 Text fields to the Sales Order printing template using PLD (Print Layout Designer) for thecolumns heading, and 2 Data fields for the actual selected UOM and qty in the selected UOM.

In both Data fields, the data is taken from User Defined Fields as described in Requirement #2(Pages 9-13).

To create a new template, click on Print Layout Designer icon , double click on the templateyou would like to edit, Save it under a new name

Double click to open

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Instruction for printing selected UOM by Document:

Save the template created above under a different name

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Expand Repetitive area footer

1. Double clickon Repetitivearea footer

2. Change height to16

Sort repetitive area by user field Selected UOM

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Go to Group number 1 (Repetitive header and footer areas of first sorting/grouping)

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Add 4 fields to the repetitive area footer of group 1

Text Field Total Items In

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Hide all fields on Repetitive area

Select all fields anddouble click on one

Make sure check box Height Adjustment is checked for the repetitive area

Double click on Repetitive area

Return to Group 0 to hide columns heading of hidden columns like in the screen shot below

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Hide fields in red frame

Resize fields on repetitive area header (columns heading)

Save your changes and set the template as default when wanting to print totals only

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