Vendors or customers play a very important role in an ERP system. The vendor/customer master provide details about the vendors from which items can be procured or the customers to which the items can be sold. A vendor master record contains the vendor name, address, as well as data such as currency used. Similarly, a customer master provide information on account sets, billing cycles, distribution codes, receipt kinds, (payment) terms, Optional Fields, and other data that are required by the organization.
New Stuff:- Enhanced O/E Sales History Screen based on Items
In Sage 300 ERP Vendor and Customer can be created with different customer/vendor codes but can have same customer/ vendor names and other details. In order to avoid the duplication of such customers and vendors, we have come up with a validation on vendors and customers where creation of duplicate customers and vendors will be restricted.
In this blog post, we will discuss regarding the validation on vendor/customer master screen based on unique optional field value.
As we can see in the above screenshot two vendors with same vendor name and other details can be created successfully. So we have put up a validation on the generation of new vendor/customer which will work on the basis of a unique vale of optional field.
User needs to create a optional field ‘PANNO’ which will be assigned to the vendor/customer master. When a new vendor/customer is to be created, the program will check for the value of the optional field.
If the optional field has a unique value that is not assigned to any existing vendor/customer then the new vendor/customer can be generated successfully.
If the value assigned for the optional fields is already present for any existing vendor/customer then the validation will restrict to generate a new vendor/customer and will show an error message as seen in the below screenshot.
This customization helps validate the vendors/customers by restricting the creation of duplicate vendor/customers.
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