How to add Order Number Field in the Create Sales Order Action Dialog

@Shaify If you wanted to work with only Manual Numbering, then it seems it requires a customization that you need to add Sales Order Number on Dialog box and then override the OK button logic to pass this value to the Sales Order Number field.

Hi @Shaify,

Try the below work around.

1. Extend the CreateSalesOrderFilter DAC and add the ordernbr field. Also add the field in aspx.
2. Include the OrderNbr field on the endpoint Opportunity. It wont allow to add the Field directly on the CreateOpportunitySalesOrder action. You can add new action “Create SalesOrder” under Opportunity and add the OrderNbr Parameter.
3. Extend the CRCreateSalesOrder_SOOrderEntry graph and override the  DoCreateSalesOrder method. 

4. 

   

   

    

Thanks. Can you please provide some steps how can I extend CreateSalesOrderFilter DAC 

Hi @Shaify 

Can you please try like below,  
 

Refer the DoCreateSalesOrder code from the CRCreateSalesOrder_SOOrderEntry graph to create the Order.

Use CreateSalesOrderFilter extn DAC to get the OrderNbr field.

public class OpportunityMaint_Extension : PXGraphExtension<OpportunityMaint>
    {
        public class CRCreateSalesOrderExtn : CRCreateSalesOrderExt
        {
            public virtual void _(Events.RowSelected<CROpportunity> e)
            {
                CROpportunity row = e.Row as CROpportunity;
                if (row == null) return;

                CRQuote primaryQt = Base.PrimaryQuoteQuery.SelectSingle();

                bool hasProducts = Base.Products.SelectSingle() != null;

                var products = Base.Products.View.SelectMultiBound(new object[] { row }).RowCast<CROpportunityProducts>();

                bool allProductsHasNoInventoryID = products.Any(_ => _.InventoryID == null) && !products.Any(_ => _.InventoryID != null);

                bool hasQuotes = primaryQt != null;

                DoCreateSalesOrder();

                //CreateSalesOrder.SetEnabled(hasProducts && !allProductsHasNoInventoryID
                //    && (
                //        (!hasQuotes
                //            || (primaryQt.Status == CRQuoteStatusAttribute.Approved
                //                || primaryQt.Status == CRQuoteStatusAttribute.Sent
                //                || primaryQt.Status == CRQuoteStatusAttribute.Accepted
                //                || primaryQt.Status == CRQuoteStatusAttribute.Draft
                //                )
                //            )
                //        )
                //    && (!hasQuotes || primaryQt.QuoteType == CRQuoteTypeAttribute.Distribution)
                //    && e.Row.BAccountID != null);
            }

            public virtual new void DoCreateSalesOrder()
            {
                CreateSalesOrderFilter filter = this.CreateOrderParams.Current;
                Document masterEntity = this.DocumentView.Current;

                if (filter == null || masterEntity == null)
                    return;

                // Copy the DoCreateSalesOrder code from the CRCreateSalesOrder_SOOrderEntry graph 

            }

        }