Ideas for SalesPad Desktop

Tracking Number at the SalesDocument Search Level

Can we have the Tracking Number at the SalesDocument Search Level?

  • Manoj Kumar
  • Feb 2 2018
  • Already exists
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    Jacob Pegg commented
    February 9, 2018 13:47

    Manoj,

    There are a couple of ways to accomplish this, but out of the box, it isn't possible.  The tracking numbers are  actually stored in a GP table and a sales transaction can potentially have multiple records in that table, allowing for multiple tracking numbers to be stored for a single transaction.  For performance reasons, we chose to not add that to our out of the box sales document search.  There are 2 ways that I can think of off the top of my head to get that information. 

    First is to use a QuickReport to search for the tracking number.  I think we might even have one as part of our QuickReport library.  But it would be pretty simple SQL to write and you could even use our SP views to do that.  

    The second option is to add a UDF to the sales document header and add scripting or SQL in the UDF to return all tracking numbers from the tracking number table as a collection into that single field. 

    Either option works pretty well and has been an acceptable solution for some of our other customers that have had the same request.