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Replace Create From Form With Info Window Form

Goal: Functional

Developer: Hengsin (talk), Elaine Tan (etantg)

Sponsor: TDI APJ Malaysia

Feature Ticket: IDEMPIERE-5396

Description:

Use Info Window and Process to replace existing Create From custom form.

Scope:

  • Material Receipt Create Lines From
  • Invoice (Vendor) Create Lines From
  • Vendor RMA Create Lines From
  • Customer RMA Create Lines From
  • Invoice (Customer) Create Lines From
  • Customer Return Create Lines From
  • Add Create Lines From feature to Return to Vendor
  • Add Create Lines From feature to Shipment (Customer)

Application Dictionary Changes:

  1. Add Info Window field to Column tab of Table and Column window. :5396 Column Button InfoWindow

Info Window field of Column :* Info Window field is active when Column Reference is Button. :* For Button Reference, user will select one of Process or Info Window. :* At Info Window, user will configure the process to run. :5396 InfoWindow Process

Info Window Process

  1. Add Query After Change field to Column tab of Info Window window. :5396 InfoColumn QueryAfterChange

Info Column Query After Change flag :* The flag is visible and active for info column with Query Criteria=Yes. :* After user has made changes to an info column with Query After Change=Yes, info window will execute query if all visible Query Criteria info column with Query After Change=Yes have been filled with value. If one of the Query After Change info column is empty, existing query result (if any) will be cleared.

Info Window, View and Process:

  1. Create lines from Invoice
    • View: C_Invoice_CreateFrom_v
    • Process: C_Invoice_CreateFromProcess
  2. Create lines from Shipment/Receipt
    • View: M_InOut_CreateFrom_v
    • Process: M_InOut_CreateFromProcess
  3. Create lines from RMA
    • View: M_RMA_CreateFrom_v
    • Process: M_RMA_CreateFromProcess

Material Receipt Create Lines From:

  • De-activate existing Create From column (M_InOut.CreateFrom)
  • Add CreateLinesFrom column to M_InOut. Configure as Button and uses Info Window (see Screen Shot above).
  • Material Receipt window will render a Create lines from button. :5396 MaterialReceipt

Material Receipt Create Lines From Button

  • Clicking on the Create lines from button will open the corresponding info window. :5396 MaterialReceipt InfoWindow

Material Receipt Create Lines From Info Window

  • The configure process is render as a button to the left of the "X" button.
  • User will select order, execute search, select order lines and click the Create lines from Shipment/Receipt button to create new Material Receipt lines from selected Order lines.
  • The other windows (Invoice (Vendor), Vendor RMA, etc) will follows the same configuration and usage pattern.

Source: Wiki