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Sage 200 Web Portal Purchase Invoice and Credit forms feature automatic checks on the Reference fields.

You can find out more details about the Web portal here:

Purchase Ledger Invoice and Credit Duplicate Check to be automatic and check Opening Balance Invoices/Credit References

the checks should be automatic on 1st and 2nd Reference 

the check should also check Opening Balance Invoices in a Invoice is entered as it is currently possible to enter an Invoice Reference with the same reference as a Opening Balance Invoice

Saeed Malik
Parents

  • And it would also be nice if it could be configured to match just the reference, not the date as well.

    But for the moment, here's a script to make the 1st reference check automatic:

    'Sage.MMS.PurchaseLedger.PurchaseInvoiceForm.vbs
'Make the first reference check automatic
'GTSageDev
Imports Sage.Accounting
Imports Sage.Common.Amendability
Imports System
Imports Microsoft.VisualBasic

Module addInModule
    Private referenceMaskedTextBox As AmendableControl
    Private instrument As PurchaseLedger.PurchaseNotificationInstrument
    Private lastInstrumentNo As String
    Private lastDate As Date
    Public Sub Main
	referenceMaskedTextBox = form.FindControlByName("referenceMaskedTextBox")
	AddHandler referenceMaskedTextBox.Validated, AddressOf referenceTextBox_Validated
	AddHandler form.BeginSave, AddressOf form_BeginSave
    End Sub
    Private Sub referenceTextBox_Validated(sender As Object, e As EventArgs)
        instrument = GetInstrument()
        If instrument IsNot Nothing _
        AndAlso instrument.Trader IsNot Nothing _
        AndAlso instrument.InstrumentNo > "" _
        AndAlso (instrument.InstrumentNo <> lastInstrumentNo Or instrument.InstrumentDate <> lastDate) Then
            Try
                instrument.ValidateReference(instrument.Trader, instrument.InstrumentNo, instrument.InstrumentDate)
            Catch ex10752Exception As Sage.Accounting.Exceptions.Ex10752Exception   'ok - no action
            Catch ex10751Exception As Sage.Accounting.Exceptions.Ex10751Exception   'duplicate
                Sage.MMS.ExceptionMessageBox.Show(ex10751Exception)
            Catch exception As System.Exception
                Sage.Common.Exceptions.ExceptionManager.HandleUnexpectedException(exception)
            End Try
            lastInstrumentNo = instrument.InstrumentNo
            lastDate = instrument.InstrumentDate
        End If
    End Sub

    Private Sub form_BeginSave(sender As Object, e As System.ComponentModel.CancelEventArgs)
        instrument = GetInstrument()

        If instrument IsNot Nothing AndAlso instrument.InstrumentNo > "" Then
            Try
                instrument.ValidateReference(instrument.Trader, instrument.InstrumentNo, instrument.InstrumentDate)
            Catch ex10752Exception As Sage.Accounting.Exceptions.Ex10752Exception   'ok - no action
            Catch ex10751Exception As Sage.Accounting.Exceptions.Ex10751Exception   'duplicate
                e.Cancel = (MsgBox(ex10751Exception.Message, MsgBoxStyle.OkCancel Or MsgBoxStyle.Exclamation, form.Text) = MsgBoxResult.Cancel)
            End Try
        End If
        lastInstrumentNo = ""
        lastDate = Date.MinValue
    End Sub

    Private Function GetInstrument() As PurchaseLedger.PurchaseNotificationInstrument
        'BoundObjects isn't reliable...
        Dim binding = referenceMaskedTextBox.UnderlyingControl.DataBindings("Text")
        If binding IsNot Nothing Then
            Return binding.DataSource
        Else
            Return Nothing
        End If
    End Function
End Module

Comment

  • And it would also be nice if it could be configured to match just the reference, not the date as well.

    But for the moment, here's a script to make the 1st reference check automatic:

    'Sage.MMS.PurchaseLedger.PurchaseInvoiceForm.vbs
'Make the first reference check automatic
'GTSageDev
Imports Sage.Accounting
Imports Sage.Common.Amendability
Imports System
Imports Microsoft.VisualBasic

Module addInModule
    Private referenceMaskedTextBox As AmendableControl
    Private instrument As PurchaseLedger.PurchaseNotificationInstrument
    Private lastInstrumentNo As String
    Private lastDate As Date
    Public Sub Main
	referenceMaskedTextBox = form.FindControlByName("referenceMaskedTextBox")
	AddHandler referenceMaskedTextBox.Validated, AddressOf referenceTextBox_Validated
	AddHandler form.BeginSave, AddressOf form_BeginSave
    End Sub
    Private Sub referenceTextBox_Validated(sender As Object, e As EventArgs)
        instrument = GetInstrument()
        If instrument IsNot Nothing _
        AndAlso instrument.Trader IsNot Nothing _
        AndAlso instrument.InstrumentNo > "" _
        AndAlso (instrument.InstrumentNo <> lastInstrumentNo Or instrument.InstrumentDate <> lastDate) Then
            Try
                instrument.ValidateReference(instrument.Trader, instrument.InstrumentNo, instrument.InstrumentDate)
            Catch ex10752Exception As Sage.Accounting.Exceptions.Ex10752Exception   'ok - no action
            Catch ex10751Exception As Sage.Accounting.Exceptions.Ex10751Exception   'duplicate
                Sage.MMS.ExceptionMessageBox.Show(ex10751Exception)
            Catch exception As System.Exception
                Sage.Common.Exceptions.ExceptionManager.HandleUnexpectedException(exception)
            End Try
            lastInstrumentNo = instrument.InstrumentNo
            lastDate = instrument.InstrumentDate
        End If
    End Sub

    Private Sub form_BeginSave(sender As Object, e As System.ComponentModel.CancelEventArgs)
        instrument = GetInstrument()

        If instrument IsNot Nothing AndAlso instrument.InstrumentNo > "" Then
            Try
                instrument.ValidateReference(instrument.Trader, instrument.InstrumentNo, instrument.InstrumentDate)
            Catch ex10752Exception As Sage.Accounting.Exceptions.Ex10752Exception   'ok - no action
            Catch ex10751Exception As Sage.Accounting.Exceptions.Ex10751Exception   'duplicate
                e.Cancel = (MsgBox(ex10751Exception.Message, MsgBoxStyle.OkCancel Or MsgBoxStyle.Exclamation, form.Text) = MsgBoxResult.Cancel)
            End Try
        End If
        lastInstrumentNo = ""
        lastDate = Date.MinValue
    End Sub

    Private Function GetInstrument() As PurchaseLedger.PurchaseNotificationInstrument
        'BoundObjects isn't reliable...
        Dim binding = referenceMaskedTextBox.UnderlyingControl.DataBindings("Text")
        If binding IsNot Nothing Then
            Return binding.DataSource
        Else
            Return Nothing
        End If
    End Function
End Module

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