Customization CR0716 SOP User Defined Modifications

Customization CR0716

SOP User Defined Modifications

Description of Need:

ACME requires the ability to track additional Lead Source information during Sales Document Entry. ACME would like two fields added to the Sales User-Defined Fields Entry window:

  1. Lead Source
  2. Lead Source SubType

The Lead Source field should be a dropdown. The field should be required. ACME should have the ability to enter the dropdown options.

The Lead Source SubType field should be a string field, which is not required.

Description of Solution:

Navigation: Setup > Sales > Lead Source Setup

The Lead Source Setup window is used to define the Lead Source dropdown options available during Sales Document Entry.

C:\Users\Karen\Documents\Clients\MRP\AgriCover\Lead Source Setup.jpg

Field

Function

Done Button

Click the DONE button to exit the window

Lead Source Options

The user will enter Lead Source Options in the scrolling window. This field is a string field which will hold up to 20 characters.

To delete a Lead Source Option, select the option and navigate to EditDelete Row. Lead Source Options which have been assigned to Open or Historical Sales Documents may NOT be deleted.

Navigation: Transactions > Sales > Sales Transaction Entry > Sales User Defined Fields Entry

The Lead Source Entry window is used to assign the Lead Source and Lead Source SubType per Sales Document.

C:\Users\Karen\Documents\Clients\MRP\AgriCover\Lead Source.jpg

Field

Function

Save Button

Click the Save button to save the entries and exit the window.

Lead Source Dropdown

The user will select an option from the dropdown. This field is required and will default to blank.

The user will be unable to close the Lead Source or Sales User Defined Fields Entry window without selecting an option from the dropdown.

The Lead Source dropdown will be added to the existing SOP Required Fields Enhancement which does NOT allow the user to save the SOP Document without having certain User Defined Fields entered.

Lead Source SubType

The user will enter the Lead Source SubType. This field is a string field which will hold up to 20 characters.

The Lead Source Entry window will automatically open when the Sales User Defined Field Entry window opens. The Lead Source window will be placed directly to the right of the Sales User Defined Field Entry window similar to the example below. If the user closes the Lead Source window and wishes to reopen it, the Lead Source window may also be opened by navigating to Additional > Lead Source.

Please Note:

  1. If the Sales Document is transferred, the Lead Source information will transfer.
  2. If the Sales Document is deleted, the Lead Source information will be deleted.

Navigation: Inquiry > Sales > Sales Documents > Sales Transaction Inquiry Zoom > Sales User Defined Fields Inquiry

The Lead Source window will automatically open when the Sales User Defined Fields Inquiry window opens from the Sales Transaction Inquiry Zoom window. The window will be placed to the right of the Sales User Defined Fields Inquiry window as described above. The fields on the Lead Source window will not be editable when accessed through the Sales Transaction Inquiry Zoom.

For Information on this or any other WilloWare customization or product, please contact us at:

//willoware.com/contact-me/