Extending the Create Sales Order screen in Sales, Marketing and Service

As with most screens in the Sales, Marketing and Service module, it's possible to customise them by adding additional fields. This includes fields that display information from the Sage 200 software. This article provides an example of how to extend the functionality in the Create Sales Order screen within the Commercials tab of a company record in Sales, Marketing and Service but the same theory can be applied to other fields and screens.

The example uses the Print Sequence Number field and adds it to the Create New Order screen.

Note: This article has been updated to reflect the release of version 4.1 of the CRM Connector. If you are using version 3.1, please refer to the documentation that accompanies this version as the steps required may be different from those described below.

Adding the Print Sequence Number field

  1. Select Administration > Customisation.
  2. Under the Secondary Entities list, select WsS200SOPOrder.
  3. Select the Lists tab.
  4. Select S200SOPOrderItemList.
  5. Under Field:, select WsS200SOPOrder: Print Sequence Number (lines_printsequencenumber).
  6. Select Add.
  7. Click Save.

When creating a new Sales Order, the Print Sequence Number field can now be populated and will be displayed as part of the line item details when the order is saved.

Tip: In this example, the Print Sequence Number is automatically populated according to the order the lines are entered in when the order is created. These values apply even if the user chooses to enter different values when creating the order. The value is therefore set as read-only in the Proxy used to pass data to Sage 200 Extra. For this reason, you may wish to set the value to read-only within CRM also using the steps in the next section.

Setting a field to be read-only

  1. Select Administration > Customisation.
  2. Under the Secondary Entities, select WsS200SOPOrder.
  3. Select the Lists tab.
  4. Select S200SOPOrderItemList.
  5. Select WsS200SOPOrder: Print Sequence Number (lines_printsequencenumber) in the list of select fields on the left-hand side.
  6. In the Create Script field, type ReadOnly = true;
  7. Select Update.
  8. Select Save.