cancel
Showing results for 
Search instead for 
Did you mean: 

Marketing Document Title level FMS does not get updated

geo_nik_1971
Discoverer
0 Kudos

Hi everyone,

On a Sales Quote header level I have created a UDF with a User Defined Value assigned to it trying to get the current document sales margin. (there is a select query stored in a User Query that is attached to the User Defined Value of course)

Although the query works the UDF does not get updated instantly after for example the item unit price on the line is changed.
I have to hit Update button on the document first and then:
1. Hit the Next & Previous arrows on the top menu to get my document back and see the updated value on the UDF

or

2. Stay in the screen and hit the magnifying glass next to the field to get the value updated. With the 2nd method I need to hit the Update button one more time to save the changes.
On the User Defined Value the Auto Refresh When Field Changes is activated. On this I have set three fields:
- Customer/ Supplier No.

- Version Number

- Document Total

Please let me know if I have made any mistakes in setup and if what I am asking can be achieved or not .

Please let me know if you need further details like for example the query form the connected User Query.

Regards
George Nikolakopoulos

SonTran
Active Contributor
0 Kudos

Please share the query and screenshot of FMS setting

geo_nik_1971
Discoverer
0 Kudos
picture-7.png

select
round(sum (cast((((ORD.DocTotal - POR.DocTotal)/ORD.DocTotal)*100) as decimal(20,6)))/COUNT(ORD.DocTotal),2) as 'Actual Sales Margin (%)'
from TEST.dbo.ORDR ORD
inner join TEST.dbo.OCRD BP on ORD.CardCode = BP.CardCode
inner join TEST.dbo.OPOR POR on ORD.ImportEnt= POR.ImportEnt

where
POR.DocTotal<>0
and POR.CANCELED <> 'Y'
and ORD.CANCELED <> 'Y'
and ORD.U_Status = 'Fixed'
and POR.U_Status = 'Fixed'
and ORD.DocEntry = $[ORDR.DocEntry]

Accepted Solutions (0)

Answers (0)