Login / Register  search  syndication  about

          Jason Buss' Blog

Jason Buss on SalesLogix development & customization, SQL, and more.

Setting Billing/Shipping addresses on Insert Salesorder in the SalesLogix Web Client

In a recent SLX Web project, it was requested that I add a contact lookup to the insert SalesOrder view, and when that was set, use the contact's address for the Shipping and Billing address in the SalesOrder.  I was able to add a new Contact property to the SalesOrder and add the lookup to the insert SalesOrder view, but I wasn't able to reference the new property after it was set.

It turned out that on the insert form, the Contact property wasn't actually being written until after the new SalesOrder record was saved.   In order to get the selected contact's address information, I simply referenced the Contact entity returned in the lookup as shown in this sample.

This code was added to a C# Snippet action in the OnChange Action event of the new contact lookup.

Sage.Entity.Interfaces.ISalesOrder salesOrder = BindingSource.Current as Sage.Entity.Interfaces.ISalesOrder;
Sage.Entity.Interfaces.IContact con = lkeContact.LookupResultValue as Sage.Entity.Interfaces.IContact;

if (salesOrder != null && con != null && con.Address != null)
{
    salesOrder.BillingAddress = salesOrder.SetSalesOrderBillingAddress(con.Address);
    salesOrder.BillingContact = con;
    salesOrder.BillToName = con.NameLF;
    salesOrder.ShippingAddress = salesOrder.SetSalesOrderShippingAddress(con.Address);   
    salesOrder.ShippingContact = con;
    salesOrder.ShipToName = con.NameLF;
    return;
}

 

In addition, I added similar code the OnChange Action of the Account lookup, only instead I set the SalesOrder properties to Null instead.  I did this so that if a new Account was selected, a new contact would also need to be selected along with the new address information.

 

Hope you find this example helpful.  Thanks for reading!

-Jason

Follow JasonBussCFX on Twitter
What's This?
  
Bookmark and Share

About Jason Buss

   Jason is a senior application developer with Customer FX.



Related Content
   InforCRM 8.1 (formerly SalesLogix) SpeedSearch Repair
If the Speedsearch Server is returning an error "Unable to locate the SpeedSearch Directory" a
Posted on Apr 24, 2015 by Mark Duthoy to SalesLogix Support
 
   How do I wrap text in Textboxes in Infor CRM (formerly Saleslogix)?
Recently an Infor CRM administrator contacted me in regards to many of their textboxes for Notes in the I
Posted on Apr 01, 2015 by Dale Richter to Infor CRM Questions & Answers
 
   InforCRM (formerly Saleslogix) Mobile - Clearing Out Earlier Customizations
If you started with an earlier version of SalesLogix Mobile, let's say version 7.5.4, and customized
Posted on Mar 30, 2015 by Mark Duthoy to SalesLogix Support
 
   How do you set the Base Directory when Deploying your Web Client on Infor CRM 8.1?
Question:How do I make sure my Base Directory is set correctly on Infor CRM ? Recently I had a custo
Posted on Mar 06, 2015 by Dale Richter to Infor CRM Questions & Answers
 
   How do I fix a corrupt Picklist in Infor CRM version 8.1?
I had a user ask how to fix a corrupt picklist. The picklist did not show any values when trying to e
Posted on Feb 06, 2015 by Dale Richter to Infor CRM Questions & Answers
 
Comments

 

Twitter Trackbacks for Setting Billing/Shipping addresses on Insert Salesorder in the SalesLogix Web Client - Jason Buss' Blog [customerfx.com] on Topsy.com said:

Pingback from  Twitter Trackbacks for                 Setting Billing/Shipping addresses on Insert Salesorder in the SalesLogix Web Client - Jason Buss' Blog         [customerfx.com]        on Topsy.com

April 14, 2010 2:46 AM

Leave a Comment

(required)  
(optional)
(required)  
Add
All contents Copyright © 2015 Customer FX Corporation
Customer FX Corporation
2324 University Avenue West, Suite 115
Saint Paul, Minnesota 55114
Tel: 800.728.5783

  Follow @CustomerFX on twitter
Follow the best news, tips, and articles
  Subscribe to Customer FX on youtube
Watch SalesLogix tutorial videos from Customer FX
Login / Register