Add Purchase Order Line Account Number to PO Workflow

My customer requested to setup the workflow step based on the account (expense or inventory) assigned to the line items, this account is loaded from the e-requisition module when generating the purchase order and it represents the cost center of the requested item.

They wanted to have this for their projects which is currently managed using an account segment, unfortunately the workflow does not integrates the line account number where I had to find another alternative solution.

image

One of the fields I found in the workflow was “Requested By” which was unused by most of users nor was used by e-requisition module, so I created a trigger to copy account number from the original field to the requested by field and created the workflow on the requested by field.

Below the trigger I used:

— =============================================
— Author:        Mohammad R. Daoud
— Create date: 24-02-2011
— Description:    Trigger to copy Account Number to
— requested by field in PO Details
— =============================================
CREATE TRIGGER POP10110RequestedBy
   ON  POP10110
   AFTER INSERT
AS
BEGIN
DECLARE @PONUMBER    VARCHAR(500)
DECLARE @ORD        BIGINT
DECLARE @INVINDX    BIGINT
DECLARE @REQSTDBY    VARCHAR(5000)

SELECT @PONUMBER = PONUMBER, @ORD = ORD, @INVINDX = INVINDX FROM INSERTED

SELECT @REQSTDBY = LEFT(LTRIM(RTRIM(ACTNUMST, 20))) FROM GL00105 WHERE ACTINDX = @INVINDX

UPDATE POP10110 SET REQSTDBY = @REQSTDBY WHERE PONUMBER = @PONUMBER AND ORD = @ORD

END
GO

Regards,

Mohammad R. Daoud MVP – MCT
MCP, MCBMSP, MCTS, MCBMSS
+962 – 79 – 999 65 85
me@mohdaoud.com
www.mohdaoud.com

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About Mohammad R. Daoud
Mohammad R. Daoud has been working as a Microsoft Dynamics GP consultant since 2004. His career path started with version 7.5; he studied every single tip of the application technicalities and did allot of successful implementations that includes functional consultations, analysis, and custom development projects. He holds a graduate degree in Computer Science and currently he is pursuing MBA degree in Accounting. In January 2007 he was nominated to the Microsoft Most Valuable Professional (MVP) certificate and was certified in April 2008 due to his online contributions in the Dynamics Community (Dynamics GP Newsgroups, Forums, User Groups and his blog: http://mohdaoud.blogspot.com). Worth to mention that he was also listed as one of the Microsoft Dynamics Top 100 Most Influential People in 2009 by DynamicsWorld. And more... • Demonstrated Passion for MS Products through participating in beta testing for some product versions, an effective member of Microsoft Connect. • Talented in securing strong high quality relationships with premier customers, partners and sales teams passionately and profitably. • Dedicated to meeting the expectations and requirements of internal and/or external customers • Problem Solver – Uses systematic approach to uncover true problem(s) and practical solution and can marshal resources to solve problem! • Proven record of effective account management, including Account Planning, Opportunity Management, and Business Management Excellence and working as part of a larger virtual team • Successful in delivering high quality technical engagements in the enterprise Dynamics GP implementations area according to customer requirements. • Dedicated, Committed, Self Motivated, Creative and highly focused with excellent communication, Negotiation, presentation, Active Listening and Objection Handling skills. • Experienced in Profitable researches and studies including white papers and technical presentations.

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