Move email address data from customer screen to oe screen

[JoeEskimo]

In general,

What do I have to do to move the email address data from the Customer table to the order header table during order entry when a customer is selected.

Just general concept is needed.

 

[dgillz]

What field in the order header do you wish to move this to?

Better yet, what are you trying to accomplish by moving this field there? Most likely there is something we can do to accomplish your end goal rather than having you micromanage the WAY it is accomplished.

Software Sales, Training, Implementation and Support for Exact Macola, eSynergy, and Crystal Reports

http://www.trianglepartners.com

 

[maccrystal]

The issue in moving the email address to the Order Header is the Email address is 40 char in the Customer Master. In the Order Header all of the user defined fields are 30 Char so you have limitations on fields that can be used in the header. There are a "Limited" number of 40 character fields available in the Order Header file, most of which are routinely used during order entry. You would need to potentially give up a field to do this.

If you can explain what you are trying to do, maybe we can suggest a method to satisfy the business requirement.


Note: Be aware that the Email field (40chr) in the customer master is NOT large enough for some email address, which can be a limitation.

http://www.appstratinc.com

 

[MacolaHelp]

The only fields in oeordhdr that you can "subvert" are in the bill to or ship to fields or the shipping instructions if you want 40 characters. I assume you could write a flex routine to populate one of these fields from the customer master file. I actually put the customer or alt address email on line 3 of the customer/alt address file at one site & then we pick that up to send email notification of package shipment. It wouldn't work at sites where they need all 4 lines of address information. Don is right that you need to articulate what your goal is for us to be able to help you figure out how to do it.

 

[MacolaHelp]

One additional thought: you could display the email address during order entry by changing the customer information view pop up with the screen designer. You could probably then copy/paste the displayed info into one of the fields on the order entry screen (max 40 characters though).

You might also want to think about having flex update order header comments with the email address from the customer master. Then you would eliminate the 40 character limitation of the order header fields.

 

[chrism1]

We used Flex to populate an Order Header User Field from the customer master. The Customer Service rep can than override the email address if needed on the Order Header.

We use this email address to trigger shipping confirmations via email (when shipments are confirmed by our warehouses).

We also plan to use automated email for order ack.