Thanks Khaled I look forward to exploring possible ways with you and the rest :)
I just messed up my VPC's IIS trying to get the new customer sign up to work for EP :( So will only be able to get back to playing around with this on Monday when I get to the office and I get the original VPC image restored on the Hyper-V server (for those considering using Hyper-V I can highly recommend it in terms of minimal hassle getting any MS released VPC's up and running ... and at pretty much normal speed :)))) ) Thanks James --- In Axapta-Knowledge-Village@yahoogroups.com, Khaled Moustafa <khaled_...@...> wrote: > > Dear James, > > That's me again, Khaled :-) > Very good topic James to start talking about and to start this kind of > process. > Let me start to work with this process, and I'll contact with you later. > See you later :-) > > Best Regards, > Khaled > > > > > ________________________________ > From: James Flavell <djf1...@...> > To: Axapta-Knowledge-Village@yahoogroups.com > Sent: Saturday, April 4, 2009 7:24:50 AM > Subject: [Axapta-Knowledge-Village] Customer orders via Enterprise portal for > projects > > > Hi everyone again > > Have any of you developed or thought about how it could be possible for a > customer to enter an order (mainly for stock) via the enterprise portal and > have the order associated to a project? We dont want to have to create a > complete EP site for project orders but rather prefer to stick to the std > customer role EP as much as possible > > The reason is the customers busniess is made up of both installation projects > and service agreements (both created in project module from within AX windows > client) but also spare parts sales (which the customer hopes to have their > customers do via EP). If we use the std EP which makes only a normal sales > order then total reporting of sales etc will require to run reports in both > project and AR modules (please correct me if I am wrong). I can get total > values from ledger etc but I am referring more to users who would normally be > running sales reports from the sub ledger etc > > From what I can see we only need to assign a project id on the sales order > header and thats it AX will take care of the rest as if it was a sales order > created from project. > > So the best solution would be during EP order entry to assign a project id to > the order via some modification. > > A manual way I thought of to get the proj id on a EP order is that once an > order is placed on the std EP the internal user can make a project, make a > sales order from the project and then use the 'Copy From' function to copy > the lines from the orginal EP order. Anyone see any problems with doing that > (apart from the extra work...which could be automated farily easily I guess)? > > Also I think I could insert a project id on to the original EP order and then > do 'Copy From' function within this sales order then everything should also > be okay (just make sure to tick 'Delete original lines') and I get to keep > the original sales order number :) > > Does anyone see any problems with using this kind of approach? The only > things that seem to be related to project on the sales order is the project > id and the project transaction id (on the sales lines...anyone knows exactly > what this project trans id is for please do let me know..I have a rough idea > but not 100%). > > If you got this far thanks for taking the time and I hope we might be able to > share some ideas on a solution :) > Thanks > James > >
