I want to create a new Extender window for the Microsoft Dynamics GP Sales Transaction Entry window. When I choose the Sales Transaction Entry window, Extender defaults the SOP Number as the Key Field.
If I choose Line_Scroll, it defaults just the SOP Number and Line Item Sequence fields.
Since the Primary Key on the window and SOP10100 table is SOP Number & SOP Type, shouldn’t Extender include that field as well?
I can add it manually, but are there any ramifications of doing so?
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Should You Add SOP Type in Extender Window?
Typically, we want to use the same Key Fields on our Extender Window to match the underlying Key Fields of the database table that is related to the window – the SOP10100 in this case.
We don’t usually want to be able to access the same extender data for different Dynamics GP records. Extender will default in the suggested Key Fields for a number of the most commonly used Dynamics GP windows (Sales Transaction Entry being one of them), and it is a bit puzzling that SOP Type is not used.
Ramifications if you add SOP Type
It is unclear why Extender Development has omitted this field. However, adding SOP Type to Sales Transaction Entry or Line_Scroll will break the automatic transfer of Extender Data when you transfer a sales document from one type to the other.
Dynamics GP links Sales Transaction/SOP records together via Master Number. All transfers from the first document to all other documents will have the same Master Number.
Unfortunately, that field is not available in the Sales Transaction Entry window or most every other Dynamics GP window as well. Due to that, and since Extender can only read window fields, we cannot use that as a Key Field for the Extender window.
What to do Instead
The next best thing to simulate that is to copy the data from the original record to the transferred record.
However, Extender assumes that we did NOT change the Key Field and will expect the only Key Field to be SOP Number for Sales Transaction Entry & SOP Number and Line Item Sequence for the Sales_Line.
If you alter that by adding in SOP Type, you will not get “duplicate extender data” due to matching the Dynamics GP SOP10100 Primary Key field, but you also will no longer get the Extender data transferred as the document transfers from Order–> Invoice –>Back Order, etc.
If you have more questions on whether or not you should add SOP type in Extender Window for Sales Transaction Entry, please reach out to our team at support@eonesolutions.com.