AP Duplicate Message

[bbranco]

I have a user that wants to check for a duplicate Vendor Reference number after the reference is entered in.

I know there is a setting for this but thats too far along in the process, but its turned on.

My idea is to add a UDF and if finds a duplicate vendor + reference number just to show the word "Duplicate" in the field.

Does anyone know how I can setup a formatted search for this?

[Johan_Hakkesteegt]

Hi Brian,

You could use the SBO_SP_TransactionNotification stored procedure for this purpose. It will allow you to show a message, and even block the transaction if you want.

In the message, you could even show the document number of the other transaction with the same reference.

Regards,

Johan

[bbranco]

Johan,

Thanks for the info, but they just want to see if its duplicate.

Is there a way I can do this through a query and just show the word "Duplicate" in a UDF after the user puts in the reference number?

Brian

[Johan_Hakkesteegt]

Hi Brian,

With all necessary data in the header, this is no problem. Set up the UDF of type alphanumeric and length 9 (so the word 'Duplicate' can fit). Then, assuming this all goes into the Purchase Order form (you said Vendor reference), save the following query:

SELECT 'Duplicate'
FROM OPOR T0
WHERE T0.NumAtCard IN (select h.NumAtCard from OPOR h where h.NumAtCard = $[OPOR.NumAtCard] and h.CardCode = $[OPOR.CardCode])

Next, create a Formatted Search with 'Refresh regularly' and 'Auto Refresh When Field Changes'. In the list of fields first choose 'Customer/Vendor code', then press the 'New' button, which opens a second row. In the second row choose the NumAtCard field. Here the problem is that I d onot know what the name of that field is in the list. You may have to experiment a little.

Regards,

Johan