Transfer Information into Checklists
Often it is necessary to have information, for example, from the Sales Header (Language Code) or Sales Line (Quantity), in a checklist line. Instead of entering this information manually into the checklist, the origin of the input can be defined on the Checklist Template line in the following fields. Additionally, this information can be changed in the checklist and transferred back to the source document.
| Field | Description |
|---|---|
| Get Value from Table | Indicates the table of origin. The options are Sales Header, Sales Line, Construction Header, Purchase Header, Purchase Line, Service Item, Service Header. |
| Get Value from Table ID | Automatically populated with the number of the table selected in the Get Value from Table field. |
| Get Value from Field ID | Indicates the field from which data from the selected table is to be transferred. |
| Get Value from Field | Automatically populated with the name of the field selected in the Get Value from Field ID field. |
| Get Value from Field Type Name | Specifies the Type Name of the field from which the Input field will be filled by calculating the checklist. |
| Write Back Value | Determines if the content of the Input field will be written back to the source document manually using the Write Back Values action in the Document Checklist or automatically when the checklist is closed if the Auto. Write Back Values toggle is turned on. |
Note
The Formula Function field cannot be populated if any of the Get Value from … fields are populated. In addition, if the Formula Function field is populated, a table cannot be selected in the Get Value from Table field.
When the document checklist is opened, the values of the origin fields will be transferred into the Input field on the checklist line. The Always Overwrite and Value of Function is Default fields should thereby also be used in the Checklist Template line(s). Additionally, the Free Text field should be used for any expected text values that should not be interpreted by the system.
Example
In the following video, a checklist template is set up to transfer the following information to the checklist:
- Sales document type = order
- Sales order number
- Customer name
- Item number
- Quantity
- Shipment date
This checklist template was assigned to item 100 and a sales order was created for 5 units of the item to customer 10000, The Cannon Group with shipment date of August 4.
When the checklist is opened from the sales order, the specified fields are populated with information from the linked sales header and line.
Write Back Values
The information from the linked tables that is populated in the checklist lines can be modified and transferred back to the tables, if the field values are valid and other criteria is met.
- For code fields, the value must exist in the corresponding table (e.g., the Shipping Method options are EXW, FAS, PICKUP; you cannot enter SHIP since a corresponding code does not exist in the table).
- For option fields, a valid option for the field must be selected (e.g., the Shipping Advice options are 0 = Partial and 1 = Complete; you cannot enter a 3 since a corresponding option does not exist).
- For formulas using the Formula Function field (e.g., for calculating a sales price), the Write Back Value checkbox must be selected on a line if any of the Get Value from … fields are populated.
- For free text fields, any information can be entered as long as it does not exceed the character limit (refer to the Get Value from Field Type Name field, for example, "Code35" to indicate a 35-character limit).
After making changes to the values in the Input field and running the Recalculate or Calculate Price action to update any formulas, choose the Write Back Values action on the document checklist to transfer the changed values back to the source document.
Note
If the Auto. Write Back Values toggle is turned on in the checklist template, then the changes are transferred automatically when the checklist is closed; therefore, you do not need to manually run the Write Back Values action.
Example
In the following video, a checklist template is set up to transfer the following sales header and line information to the checklist:
- External Document No.
- Shipping Method
- Shipping Advice
- Unit Price
The Write Back Value checkbox is selected on each "Get Value..." line, and a formula is added to the Unit Price line to multiply the current price by 1.5, which will not be editable in the checklist line. In the General FastTab, the Auto Write Back Values toggle is turned off so the write back process will be handled manually.
This checklist template was assigned to item 100 and a sales order was created for 1 unit of the item to customer 10000, The Cannon Group, with a unit price of 4000.
In the General FastTab, note that the External Document No. field is empty, and in the Shipping and Billing FastTab, note that the Shipping Advice is set to Partial and the Shipment Method Code is set to EXW.
When the checklist is opened from the sales order, the specified fields are populated with information from the linked sales header and line.
An invalid Shipping Advice option is entered, which prompts an error, and an invalid Shipping Method code is entered, which prompts an error when the Write Back Values action is run. The Recalculate action is run, which resets the Shipping Method Code value and calculates the Unit Price (4000 * 1.5 = 6000). Then valid options/codes are entered (Shipping Advice changed to 1 "Complete", Shipping Method changed to "PICKUP"). A free text entry of "WRITE BACK" is made to the External Document No. line.
The Write Back Values action is run and then the Sales Order is reviewed:
- The External Document No. field in the General FastTab is updated with the "WRITE BACK" text from the checklist line.
- The Unit Price Excl. Tax field is set to "6000" from the calculated checklist line.
- The Shipping Advice field is updated to "Complete" from the checklist line.
- The Shipment Method Code field is updated to "PICKUP" from the checklist line.
Feedback
Submit feedback for this page .