Master Data Manager - close documents on a schedule Answered

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  SSP Automation

  • November 17, 2020 01:00
  Thank you for your request. It has been scheduled for review by the development team that will get back to you should there be questions.
  (Please note that as we are user-driven we can't guarantee that your request will be met unless it gets many votes and/or fit the product vision)
  Read more about the Feature Request process here
  [Internal Id: 46756]
  
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  Eduardo Garroux

  • December 03, 2020 13:22

  Can't you use an Schedule UF with C# Code, that use an Record.Set querying those open Orders and changing their DocStatus within DI API?

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  Julie Jamieson - Business Evolution

  • December 06, 2020 19:58

  Hi Eduardo,

   

  Yes, we probably could, but I would need to get our developer onto that, and it would be good to have the feature available for less technical types :)

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  Sven de Keiser

  • May 12, 2022 11:05

  Hi, 

  Can you please provide an update on this topic? I also have a customer, who would like to automatically close all orders that have a linked picklist, as they don't want to have backorders.

  Thanks.

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  Rasmus Jensen

  • Edited May 12, 2022 11:53

  So far this have not yet been planned, sorry, but remember to add your vote if not already done so :-(

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  Nick Jones

  • Edited February 14, 2023 01:47

  I was about to make a feature request post for closing service calls on a schedule as well, i think this comes under the same banner though so am putting my vote in for this feature request.

  EDIT: Found what i needed. Still putting in my vote for closing sales orders on a schedule

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  Tez

  • Edited February 15, 2023 13:40

  haha two votes in two days, what are the chances?

  This would be very useful to have, I have 27,000 open documents to close and would like to prevent the number ever reaching such magnitude in the future. 

  i will create a small addon to run this manually overnight, hopefully it is finished by morning 😅

  Thank You.

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  Rick Wynn

  • September 13, 2024 17:04

  I was also hoping that his functionality would be added to the Master Data Manger scheduler.  

  I have several clients that could use this feature.  I can see this being very useful on various types of documents.

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  Kathleen Payne

  • November 18, 2024 19:46

  Agreed.   I have had this come up yet again today and it would be so useful.   Any chance that adding this functionality to the Master Data Manger scheduler might be added to the B1UP roadmap?

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  Eduardo Garroux

  • Edited November 18, 2024 20:30

  I don't know if I can put it here, but this can be easily done by creating a Dynamic Code (.Net SDK) UF with this simple code:

  Recordset oRSOrders = (Recordset)company.GetBusinessObject(BoObjectTypes.BoRecordset); //Recordset to run through the results of a given query
  
  //Recordset to get Orders from specified VIEW
  oRSOrders.DoQuery(String.Format("SELECT * FROM VW_CLOSEDOCUMENTS WHERE OBJTYPE = 22"));
  
  //run through all the documents from the view result
  while (!oRSOrders.EoF)
  {
      Documents doc = (Documents)company.GetBusinessObject(BoObjectTypes.oPurchaseOrders);
      doc.GetByKey(Convert.ToInt32(oRSOrders.Fields.Item("DOCENTRY").Value));
      int CloseDoc = doc.Close();
      if (CloseDoc == 0) 
      { 
          application.StatusBar.SetText(String.Format("Document closed with succes!"));
      } 
      else 
      { 
          int errCode = 0;
          string errMsg = "";
          company.GetLastError(out errCode, out errMsg);
          application.StatusBar.SetText(String.Format("Error closing document: [{0}] - {1}",errCode, errMsg), BoMessageTime.bmt_Short, BoStatusBarMessageType.smt_Success);
      }
  oRSOrders.MoveNext();
  }

  All you need to do after creating the UF is to Create a UF Schedule and set up it to run daily or set it up on a menu for user run it manually.

  What it is doing is closing all PurchaseOrders based on a VIEW called "VW_CLOSDOCUMENTS" (which need to be created with the desired filtes)...

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