Setting up Flex Fields for use with PanatrackerGP

This example was put together to help our clients configure and implement their own customized Flex Fields.  The attached FlexFieldExample.sql is the basis for this example and gives helpful pointers.

See the BeforeConfiguration and AfterConfiguration attachments to see how to properly configure Flex Fields in the PanatrackerGP portal.  The stored procedures in the screen captures are the same as the FlexFieldExample.sql example.

To see how the different configurations work, you can view the HH1-5.jpgs.

The HH1.jpg shows the Item Class and Item are set to be listed by the box around the label on the field.

The HH2.jpg shows the Item Class look up list which functions just like any other look up in our system.

The HH3.jpg shows the handheld moves on to the next field if a valid item was selected.

The HH4.jpg shows the manufacturer’s item number that was entered in by hand.  When the user pushes enter (see HH5.jpg), the stored procedure Panatracker_Sale2_Validate checks the IV00101 (item master) table and does not find the item number entered.  It then checks the IV00115 (manufacturer’s item number) table to see if it is there, since it was, the SubstituteSilent feature was used to replace the manufacturer’s item number with the actual item number.  SubstituteConfirm can be used to verify with the user that they really want to replace the value they entered with a different value.

The Number field will check to verify it is a numeric value and checks to see if there was an existing ordered quantity with the same number in the PanatrackerGP tables. There is no list associated with this field, only validation.

The final field “Text” will not do any validation since there were no stored procedures associated with it.

 If you choose to shorten the list to the TOP X records, make sure that the X is greater than or equal to the Data Page Size setting in System Settings >> General Settings >> Data Page Size.  This will ensure that the filtering works properly.

Edited on 10/7/13 – Added MixerExample.sql to show users how to create a static list to pick from and validate on that list.

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