Add actions to the Process Orders screen (SO501000)

Hello Everyone, I would like to share my experience with the Workflow Automation steps in the Customization Project on this functionality. In the Process Order screen, we have below limited actions that are allowed to be scheduled. Create Shipment Open Order Remove Credit Hold Prepare Invoice Cancel Order Create and Authorize Create and Capture Apart from these actions, we can also add the other actions to this processing screen using Workflow automation steps and also allow us to be scheduled. Please find the steps below. Step 1: In the Customization project, add the Sales Order screen(SO301000) using Add Screen à Customize Existing Screen action. Step 2: On the left menu… Read more

Implement Numbering Sequence for Customized Field

In this article, I would like to cover how to add a numbering sequence to the customized field in the custom screens. Numbering Sequences are useful to generate a unique number or ID each time a user creates a document. I have created a new customized screen i.e. Deck Setup with DeckNbr as a auto-numbering field. Please find the details below. Example Deck Setup Graph Code Sales Order Preference screen customization Introduced a new custom field i.e., Deck Numbering Sequence in the Sales Order Preferences screen. The numbering sequence is to be used to assign IDs to Deck when a new Deck is created by using the Deck Setup screen.… Read more

Add New Custom Feature to the Enable/Disable Features screen (CS100000)

Hi Everyone, Today, I’ll show you how to add a new custom feature to the Enable/Disable screen. This feature is useful when implementing a new integration/connector module and a few screens associated with this module. Below, I have created a sample integration/connector module and developed a couple of screens associated with this module. This custom feature is useful when we want to enable/disable the screens based on the configuration. Here’s how to do it: STEP 1: Create a new customization field by extending the FeatureSet DAC STEP 2: If you wanted to add this new feature under some other module, (Example: Commerce Module) we need to decorate the Feature DAC… Read more

Enable Customization Fields When Document is Completed

Hello Everyone, I would like to share my experience with the Workflow Engine on this requirement, which I recently worked on. Usually, these kinds of tasks are requested by clients/customers to update the customization fields even when the document is completed/closed for reference purposes. For instance, If we have added a customization field at the Sales Order Line level, and still we wanted to edit/update the customization fields when Sales Order document status is changed to completed to have a field as a reference purpose, we need to perform below activities. We need to allow the caches to update in the RowSelected event when Sales Order is Completed status. Extend… Read more