Mandatory fields at sales order form

Finance and Operations/AX User Forum
1

Hi All ,

At the time creation of sales order header details , system should force to enter the details of Mode of Delivery , Delivery terms , Site .

Could i know the setup path to make the mandatory of above fields in Standard Axapta ?

Thanks in advance.

2

this can be done on the AOT. if you have permissions to access the AOT, then you can either make the fields mandatory on the table or form data source of the fields you want. other ways contact the system administrator.

go to AOT > Forms > SalesCreateOrder > Datab sources > SalesTable > Fields

then on each of the following fields right click > properties, and set the “Mandatory” property to “yes”:

  • DlvMode (mode of delivery)

  • DlvTerm (Delivery terms)

  • InventSiteId (Site)

the site field can also be mandatory by configuring the Inventory dimension group of the item, checking the site dimension to be mandatory. however this will make it so on all inventory transactions not only sales orders.

3

Hi Lola,

Thanks for the explanation.

I am not talking about the table level properties . What i am looking at any configuraiton is availble in the Account receivable parameters ?

If yes , please let me know the path .

Thanks in Advance.

4

as far as i know, you can only configure the “Site” to be mandatory , it’s done in Inventory management > Setup>dimensions>dimension groups. however the user will still be able to create a sales order without selecting a site in the create order form, but the order cannot be posted for picking/packing/invoice unless a site is specified.

and about the delivery term and mode, you can only set up default values for every customer, this way they will automatically load on the form when an order is created for the customer.

the only way to force the user to make selections in those fields before closing the Create order form is through the AOT. if you found another way please share it.