Dynamics F/SCM Customer Experience (CRM) Dynamics GP Dynamics Business Central (NAV) Dynamics SL Power Platform Fabric Copilot

[John Sauber]

We are looking for more convenient, quick and accurate ways to add items to a requisition worksheet.

Assume that this button is going on a Sales Order Subform.

I have created an Action Button in the Object Designer which is getting me pretty close. It is safe to assume the Journal Batch Name = F-WEEKLY.

The Action Button properties are shown below, and the RunPageLink detail is the second image:


This gets a line started and does indeed pass the corresponding Journal Batch Name and Worksheet Template Name to a new record in the “requisition lines” page, which ends up getting it to the right batch in the Requisition Worksheet. I’d like to pass the No., Quantity, and Unit of Measure fields from the “currently selected line” to the target new line in the “requisition lines” page to save some time, but I am unsure how I could get this done. The No. = FIELD(No.) line is there in the detail, but that field isn’t being passed to the line, it’s being passed to the table filter (perhaps obviously).

I am not a developer, so I do not have the option to write any code to move this forward. I recognize this may need to go to our partner, but I’d rather home-grow it!

——————————
John Sauber
Sauber Mfg. Co.
——————————

[Kim Dallefeld]

Its going to take either a processing report or a few lines of code to get all you need.

——————————
Kim Dallefeld
VP Professional Services
Syte Consulting Group
kdallefeld@sytecg.com

Past NAVUG Board Chairman
NAVUG Programming Committee
——————————
——————————————-

[David Wiser]

As Kim noted, this will take some development to add the desired functionality to the sales line subpage.  I’m not sure whether you have looked at some built-in functionality to populate the requisition worksheet.

If you are not stocking the item and have the fields on the planning and replenishment tabs on the item card filled out properly, you can run the Calculate Plan function on the req worksheet to grab the lines on the sales order and bring them into the worksheet.  There is also the “Special Order” functionality which can be used to create lines in the worksheet.  Neither of these options require any custom development.

——————————
Dave Wiser
Controller
Beckwith & Kuffel
Seattle WA
——————————
——————————————-

[John Sauber]

Kim, Dave,

Thank you both for your replies. These would be for items that do not have any reordering policies (they’re manually controlled inventory items), therefore, the planning worksheet is not an option in this particular case, though we are using it for items with reliable inventory levels.

I appreciate your responses here.

Cheers!

——————————
John Sauber
Sauber Mfg. Co.
——————————
——————————————-

[Ben Baxter]

John,

Is there a reason you do not want a Reordering Policy on these Items?  It sounds like you want the functionality of the “Order” reordering policy, which creates an equal supply order for each demand requirement.  This would ensure the Items do not get missed in the replenishment process.

Even if you continue to process the supply manually, the Planning Worksheet would act as a safety net to catch human error.

Best Regards,

——————————
Ben Baxter
Consultant
Accent Software, Inc.
Carmel IN
——————————
——————————————-