General Grid
This panel has been developed specifically to allow users to view and deal with documents that have a header and lines. It is very commonly used to post multiple lines that may have been scanned at different times into a single posting to Syspro. The user sees two grids, the top shows header items for example purchase Order headers and the lower one shows line details as below. The General Grid Overlay is supported on EazyTouch and Android
General Grid Overlay
There are various ways in which this overlay can be used. It is very useful for example to view lines on a purchase order or sales order and print labels for selected rows.
It is also possible to post data to Syspro from this grid. standard business objects can be posted and a very useful implementation is to post multiple purchase order lines that may have been scanned an received at different times into a single posting to Syspro thereby allowing a single GRN to be created. This is called General Grid Posting.
This panel can also be used to post documents like a Dispatch Note where there are distinct Header and Line elements. This is called Document Posting and differs from the previous example due to the XML file structures required by Syspro.
How do I know if I need to do a General Post or a Document Post?
There are some specific requirements for this to work which are described below. The first item is to understand when to select Post as a Document and when not. This is a function of the XML structure of the Syspro business object.
If you look at the XML for Purchase Order Receiving (PORTOR) you will see that the entire block of XML is bounded by a tag called ITEM. For Dispatch Notes (below that) you will see that there is no item tag and that the header and lines are bounded by different tags. This is the basic rule of thumb - if your XML is contained between two ITEM tags then do NOT select document posting. If your XML contains tags other than ITEM then DO select Document Posting. The example below shows that Dispatch note creation uses a tag DisaptchHeader.
General Posting - Posting of multiple lines as a single Post:
An example of this is multiple scans against a single PO Number and doing one PORTOR call to Syspro.
The business object definition must be done as follows - note the Option to 'Allow Multiple Items' is selected. There is no further requirement at a header level.
This is used to create a new document such as a dispatch note or even a sales order.
In this case the business object maintenance must be set up as shown below. Both Allow Multiple Items AND Post as a document must be selected. In addition, we need to tell TransLution what tag identifies the document header and which the document details.
This is shown for Dispatch Note below. Notice how the Sales Order that you want to dispatch is bounded by a tag called DispatchHeader and then all the lines will fall within the block bounded by DispatchDetails.
