Customize Sales Order Attributes: Enhance Order Management Efficiency

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"Discover how to customize sales order attributes in Frontier 4.1 for a more efficient order management process. This includes flexible alternatives to database free fields, customizing views, integrating with PCM Configurator, and establishing attribute relationships. Learn about validation details, order categories, and attribute masters to streamline your sales order process."

  • Customization
  • Order Management
  • Frontier 4.1
  • Sales Orders
  • Attribute Management

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Presentation Transcript


  1. Sales Order Attributes FAIZAN AHMED

  2. Overview Introduced in Frontier 4.1 Flexible alternative to Database Free Fields. Customize views to display fields (Header). Integrate in PCM Configurator using custom keywords. Establish relationship between attributes (dependencies). MasterFiles allows downloading/uploading functionality Allow Sales Order Logging and custom iInquiry. Orders with different categories can have different set of attributes.

  3. Sales Order Attribute Master UI

  4. Sales Order Attribute Master UI OAMP File

  5. Sales Order Attribute Master UI

  6. Validation Details Blank if Validation Type L or S . Populated if following Validation Type selected: Range Check 3-10 (Numeric Data Type) <=*TODAY* (Date Data Type) Note File (NFP) and Extended Note File (ENFP)

  7. Order Category Master UI

  8. Order Category Master UI OCMP File

  9. Order Category Master UI OTAP File

  10. Order Category Attribute Master UI

  11. Order Category Attribute Master UI OCAP File

  12. Order Category Attribute Master UI

  13. Customize Sales Order View Add group named ATTRIBUTES

  14. Customize Sales Order View

  15. Adding Attributes to Sales Order View EC 53966

  16. Adding Attributes to Sales Order View EC 53966

  17. Sales Order Header OHP.OHCATG OAP File

  18. Sales Order Header

  19. OAP File

  20. Custom iInquiry EC 53987

  21. Dependent Attribute EC 54294 Supported only for Alpha-numeric Data Type. A child attribute with only one parent attribute. OASP File

  22. Dependent Attribute

  23. Dependent Attribute

  24. Sales Order Attribute Keyword Naming convention &@<type><name> &@ - indicates attribute keyword <type> - needs to be O Order Category Attribute <name> is the name of the Attribute

  25. Sales Order Attribute Keyword

  26. Sales Order Attribute Keyword

  27. Sales Order Attribute Keyword

  28. Sales Order Attribute Keyword

  29. Thank you HTTPS://FRIEDMANCORP.ITCLIENTPORTAL.COM/CLIENTPORTAL/LOGIN.ASPX FRIEDMAN CUSTOMER SUPPORT: (847) 948 7180, EXT 7

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