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Blanket Sales Orders within GI's and processes


jwright
Jr Varsity III
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We will be creating Blanket Sales Orders, after being on Acumatica for a while.

I noticed that Blanket Sales Orders show up alongside the child sales orders on the SOOrder and SOLine DACs, which causes lines to duplicate in GI’s using these tables (For each child sales order line, a blanket order shows).

My current plan is to filter each GI (we have hundreds affected) where the order type’s SOOrderType.Behavior = “Blanket order” as a future proof if the order type id or additional blanket order types are introduced. (DAC)

Is there another route that doesn’t require a change to every GI?

Anything else I should be thinking through?

Best answer by dcomerford

Unfortunately you will need to modify every GI there is no way of applying a global filter

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dcomerford
Captain II
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  • Captain II
  • 639 replies
  • Answer
  • July 12, 2024

Unfortunately you will need to modify every GI there is no way of applying a global filter


jwright
Jr Varsity III
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  • Author
  • Jr Varsity III
  • 46 replies
  • August 16, 2024

For someone’s future benefit, I created an import scenario to add to each GI:
1. the OrderType table

  1. add a relationship to SOOrder
  2. add a parameter (checkbox to show BL’s)
  3. add 3 lines of conditions to make the BL operate.

Let me know if it makes sense.

(data provider was an excel sheet with a list of the inquiry titles with a columns in case one was missing from the sitemap)


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