Customization CR1172
Billing Entry Enhancements
Description of Need:
ACME would like to add the following enhancements to the billing entry process. These automations are intended to make Billing Entry more efficient.
#1: Allow entering the Project Number before entering the Customer ID. After the Project Number has been entered, retrieve the Customer ID from the Project and put that into the Customer ID field.
#2: Automatically populate the Customer PO Number field with the Project PO Number.
#3: Automatically create a “Project Level” Billing Note for the Project. Create the note as shown below, replacing the terms in brackets { } with information from the Project.
Contracted Amount for {Project Practice} – {Project Name} – PO Number: {Project PO Number}
The text shown above in bold red comes from the Default Project Billing Note on Project Billing Settings window. That text should remain unchanged and the additional information appended to it.
Description of Solution:
#1: Before entering the scrolling window, Project requires something in the Customer ID and Currency ID fields. When entering the scrolling window, if Customer ID is not already populated with a Customer Number, it will be filled with a period (“.”) and Currency ID, if not populated, will be filled with “Z-US$”.
After the user enters a Project Number, the enhancement will retrieve the Customer ID from Project Maintenance and fill that into the Customer ID field. It will the execute the Customer ID field code (i.e. what would normally run if you manually entered the Customer ID) to ensure all other fields that get updated based on the Customer Number will be updated correctly (i.e. Customer Name, Bill to Address ID, etc).
#2 and #3: After the Project Number has been entered, the Project PO Number will be used to populate the Customer PO Number field (as long as it is empty), and a “Project Level” Billing Note will be updated using the template described above.
Assumptions/Requirements:
- The functionality described above will not work with eConnect, any software that uses eConnect, or any software that directly writes to, updates, or deletes from SQL tables.
- The functionality described above is intended for the GP Desktop client.
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