SOP PO Number Check

Posted on: January 15, 2016 | By: Craig Thompson | Professional Services

This post will start a series of blog posts that are centered on the specific features within the Professional Services Tool Library (PSTL). The PTSL is now a standard feature in GP that has many valuable tools available to users that used to only be accessible via Microsoft support or your implementation partner. Before you begin using the PTSL, there are a few things that you need to remember:

  • Before you take any action in the PTSL, make a backup of your SQL Server data. Some of the tools will prompt you to make a backup before proceeding, but this should be standard practice for all of them.
  • Most of the tools require that the person utilizing the PTSL is the only user logged into GP.
  • Certain tools will require that you login as “sa.”

This screenshot shows all of the available tools.



In this post, I will show you how to best use the SOP PO Number Check. This sales tool allows you to set up validation warnings and messages within the Sales Order Process for duplicate PO numbers. In order to activate the tool, click on the checkbox that the arrow above is pointing to. To set up the options, click on the radio to the left of SOP PO Number Check and click next. This screen should come up:



You should now see every step in the SOP from Quote to Fulfillment Order and everything in between. The table below will assist you in choosing the options that are best for you.

Column

Meaning

Check DB

Should the relevant document type be checked when searching the database for duplicates?

Which Tables

Should the historic tables, working tables, or both be checked?

Check on UI

When entering the Customer PO number on the User Interface, should the document type be checked or ignored?

Required

Is the Customer PO number required or not?

Warning Type

If there is a duplicate PO, should GP do nothing, warn only, warn and reject, or warn and prompt for a password?

Password

If you choose Warn and Password, enter in a password.


If you decide that you want warning messages to pop up, you can decide what the message says. Make note of what the symbols mean (%1, %2, and %3), as they will populate the actual values that are relevant to the sales order. After all of your options have been decided, click OK.



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