Sap Business One: Copy "Business Partner Project" to all Line items in SO

[mreinhardt86]

Hello forum,

I would like to copy the "Business Partner Project" (under Accounting tab) automatically to the "Project" field for each newly created line item under "contents".

It should be doable by using Formatted Search and a simple query, but somehow it is not working as expected. I am wondering if this is not working because "Project" on line item lvl is already a selectable/searchable field and can´t be "changed" to cover a formatted search logic. 

Thank you and regards,

Michael

ps: Customer is using ver10 2208

[LoHa]

Hi 

if you want to test your FMS.

Click in the field where it should be assigned.

then go through the menu to your query. The variables will be filled if found and the query is executed

regards Lothar

[mreinhardt86]

Thanks for the hint! That comes in very handy!

[SonTran]

Hi,

Save the query and apply it to FMS at line level.

Hope this help,

Son Tran

[mreinhardt86]

Hello Son,

many thanks for the hint. Unfortunately, if I want to put the FMS into the "Project" field, I can´t select the automated refresh based on the Project Code.

Regards,

Michael

[SonTran]

In FMS, there are 3 values to trigger. You need to choose "When Field Changes", then you can choose Project Code field on the header.

[mreinhardt86]

Hello Son,

thanks again for your input. I missed that one.

I had to adjust the query a bit (SELECT $[ORDR."Project"] FROM DUMMY) but now it is working as expected.

Just out of curiosity: why is "FROM DUMMY" required?

Thanks and regards,

Michael

[SonTran]

My query is used for SQL version. If you use HANA version, you have to follow HANA syntax. If you don't query from a specific table, you must add "from dummy"

[jitin_chawla]

Hi,

Check if the below thread gives you some idea or helps in getting your FMS to work as expected:

https://community.sap.com/t5/enterprise-resource-planning-q-a/how-to-auto-populate-project-code-at-r...

Kr,

Jitin

[mreinhardt86]

Thank you Jitin, I will check that link.