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down menu on Marketing document line level, the qty for that UOM will be displayed
Instructions: Step 1: Adding 2 user fields to Marketing Documents Rows From Tools Manage User Fields Marketing Document Rows.
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Add
Field one:
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Field 2:
Step 2: Display new UDFs on Marketing documents. In this example the quantities will be converted to a selected UOM on Sales Order
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Step 3: Create the query: SELECT CASE $[RDR1.U_OtherUOM] WHEN 'Sq Ft' THEN (SELECT $[$38.11.Number]* T0.U_ConSqFt) WHEN 'Kg' THEN (SELECT $[$38.11.Number]* T0.U_ConToKg) When 'Ounces' then (SELECT $[$38.11.Number]* T0.U_ConOunce) ELSE (SELECT $[$38.11.Number]) END FROM OITM T0 WHERE T0.ItemCode=$[$38.1.0] FOR BROWSE Step 4: link the query to the UDF Qty in other UOM using a Formatted Search
Alt + Shift + f2
Now, after the user will select the desired UOM, quantities in that UOM will be displayed on the Sales Order.
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Note: To display quantities in other UOM on Quotation, replace query in step 3 with query below: SELECT CASE $[QUT1.U_OtherUOM] WHEN 'Sq Ft' THEN (SELECT $[$38.11.Number]* T0.U_ConSqFt) WHEN 'Kg' THEN (SELECT $[$38.11.Number]* T0.U_ConToKg) When 'Ounces' then (SELECT $[$38.11.Number]* T0.U_ConOunce) ELSE (SELECT $[$38.11.Number]) END FROM OITM T0 WHERE T0.ItemCode=$[$38.1.0] FOR BROWSE To display quantities in other UOM on A/R Invoice, replace query in step 3 with query below: SELECT CASE $[INV1.U_OtherUOM] WHEN 'Sq Ft' THEN (SELECT $[$38.11.Number]* T0.U_ConSqFt) WHEN 'Kg' THEN (SELECT $[$38.11.Number]* T0.U_ConToKg) When 'Ounces' then (SELECT $[$38.11.Number]* T0.U_ConOunce) ELSE (SELECT $[$38.11.Number]) END FROM OITM T0 WHERE T0.ItemCode=$[$38.1.0] FOR BROWSE To display quantities in other UOM on Delivery, replace query in step 3 with query below: SELECT CASE $[DLN1.U_OtherUOM] WHEN 'Sq Ft' THEN (SELECT $[$38.11.Number]* T0.U_ConSqFt) WHEN 'Kg' THEN (SELECT $[$38.11.Number]* T0.U_ConToKg) When 'Ounces' then (SELECT $[$38.11.Number]* T0.U_ConOunce) ELSE (SELECT $[$38.11.Number]) END FROM OITM T0 WHERE T0.ItemCode=$[$38.1.0] FOR BROWSE To display quantities in other UOM on A/R Credit Memo, replace query in step 3 with query below: SELECT CASE $[RIN1.U_OtherUOM] WHEN 'Sq Ft' THEN (SELECT $[$38.11.Number]* T0.U_ConSqFt) WHEN 'Kg' THEN (SELECT $[$38.11.Number]* T0.U_ConToKg) When 'Ounces' then (SELECT $[$38.11.Number]* T0.U_ConOunce) ELSE (SELECT $[$38.11.Number])
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END FROM OITM T0 WHERE T0.ItemCode=$[$38.1.0] FOR BROWSE Displaying other UOM on Sales Documents Quotation/ Sales Order /Invoice Printout Sometimes display by line, sometimes by document (A document might say 1 lot of stuff and there is
really 10 line items on the order/invoice that they do not see).
On screen:
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Instruction for printing selected UOM by line: Add 2 Text fields to the Sales Order printing template using PLD (Print Layout Designer) for the columns heading, and 2 Data fields for the actual selected UOM and qty in the selected UOM. In both Data fields, the data is taken from User Defined Fields as described in Requirement #2 (Pages 9-13). To create a new template, click on Print Layout Designer icon you would like to edit, Save it under a new name , double click on the template
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Instruction for printing selected UOM by Document: Save the template created above under a different name
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Make sure check box Height Adjustment is checked for the repetitive area Double click on Repetitive area
Return to Group 0 to hide columns heading of hidden columns like in the screen shot below
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Save your changes and set the template as default when wanting to print totals only
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