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PO Documents to Document Transmittals

  • August 4, 2021
  • 3 replies
  • 197 views

LSO-ME
Do Gooder (Customer)
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  • Do Gooder (Customer)
  • 10 replies

Dear IFS Community,

 

In my company we’re working on a solution to control documentation associated to a PO sent to external users. We’ve spotted that Document Transmittals serve our purpose.

 

Do any member has experience on this? The idea would be to create a RMB, or an event, that when triggered from a PO would create a Document Transmittal with all Documents associated to the PO. 

 

Thank you in advance for any input on this matter.

Best answer by Mathias Dahl

I don't have a ready recipe, but that sounds doable using a custom event. Record what database/server calls are done from the client when you do the needed steps manually and you will have the building blocks for doing it from a custom event.
 

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3 replies

Mathias Dahl
Superhero (Employee)
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  • Superhero (Employee)
  • 2903 replies
  • Answer
  • December 22, 2021

I don't have a ready recipe, but that sounds doable using a custom event. Record what database/server calls are done from the client when you do the needed steps manually and you will have the building blocks for doing it from a custom event.
 


LSO-ME
Do Gooder (Customer)
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  • Author
  • Do Gooder (Customer)
  • 10 replies
  • January 3, 2022

Hi Mathias, thank you for your reply. We’ve taken the approach you’ve referred in your post and we have this service currently in execution.

Thank you,
Licínio


Mathias Dahl
Superhero (Employee)
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  • Superhero (Employee)
  • 2903 replies
  • January 4, 2022

Glad to hear it, thanks for reporting back!

Any chance you can/want to share the custom event action code here? It might benefit others with similar needs.

Thanks!