Update Documents from SQL Report/Query

Carla van Zyl

Good day, 

I am trying to enable bulk update of Sales Orders'  UDF fields based off a SQL Report/or Query. 

I have tried: 

1. SQL Report that have editable fields. The problem is when I select target I could only use the system syntax and not SQL so I can't seem to update the Sales Order based on the Doc Number in SQL Report. Is this at all possible? 

2. Document Data Manager: This seemed too be a good option, but I can't get my dropdown list from My UDF's to reflect in the value. Is there a way that I can add SQL to the Value field so the user can Select. 

3. I haven't looked at formatted searches yet. But thinking might be a potential. 

Is there any advise on how I can solve the first two problems I am facing or a recommendation on what the best route is to update UDF Fields from a Query

 

Comentarios

7 comentarios

  • Comment author
    Support

    You could try adding an interactive check box to the query, then place a button that runs a line loop UF to update the UDF for the selected lines?

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  • Comment author
    Geoff Booth

    Do you have some sample data to help visualize what you are trying to do?

    Are you trying to update multiple records with the same value?

    Is the value you are trying to update obtained with an SQL query.

     

    Adding the checkbox as Support suggested is definitely workable.

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  • Comment author
    Carla van Zyl

    Currently we have a button that is opening up opel sales orders that our logistics team need to update/allocate trucks. 

    To do that they need to go into each sales order and update the udf. I want to make it that they can input the pallet count and Truck onteh SQL report and then the input data needs to update the UDF's on the relevant Sales order

     

     

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  • Comment author
    Geoff Booth

    Two options (similar):

    Good luck.

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  • Comment author
    Carla van Zyl

    Thanks for advice. Will give it a go!

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  • Comment author
    Carla van Zyl

    Hi Geoff Booth 

    Just an update, the while loop worked. Thanks for the help. 

    Just one more question, is there a macro function where I can block pop up messages to save or any other prompts to be blocked while the macro runs? 

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  • Comment author
    Geoff Booth

     

    Glad you are making progress!

    Yes - as long as you know  which ones are popping up:. See Boyum help as they must be placed in the macro just before they are needed

    AutoPressNextPopup(); -- most common

    AutoPressNextPopup($[$<item>.0.0]); -- special cases

    AutoPressNextPopup($[$<item>.0.0]|timeout); -- special cases

     

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