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Duplicating Documents with an Interface

Suppose you want to copy an entire sales order in order to create the same one for another customer. You can use the form interface to do this. In the following example, a new sales order is opened for a customer that is received as input, copying the order items, unit price, discount, ordered quantity, order item remarks and order remarks.

Begin by defining the following in the Form Load Designer and its sub-level forms (System Management → Database Interface → Form Load (EDI)):

Form Name	Title	Code (Record Type)
ORDERS	Sales Orders	1
ORDERSTEXT	Sales Orders - Remarks	2
ORDERITEMS	Order Items	3
ORDERITEMSTEXT	Order Items - Remarks	4

For the ORDERS form:

Load Table Column	Form Column Name	Order
TEXT1	CUSTNAME	1
TEXT2	DETAILS	2

For the ORDERSTEXT form:

Load Table Column	Form Column Name	Order
TEXT	TEXT	1

For the ORDERITEMS form:

Load Table Column	Form Column Name	Order
TEXT1	PARTNAME	1
REAL1	PRICE	2
REAL2	PERCENT	3
INT1	TQUANT	4

For the ORDERITEMSTEXT form:

Load Table Column	Form Column Name	Order
TEXT	TEXT	1

Next, create a new procedure with 2 input parameters. The first will be the customer for which you want to open the new order; the second will be the order you want to copy. The procedure will have 2 steps:

An INPUT step with 2 input parameters:

Parameter Name	Pos	Width	Input (I/M)	Type	Column Name	Table Name
CST	0	0	I	LINE	CUSTNAME	CUSTOMERS
ORD	5	0	I	LINE	ORDNAME	ORDERS

* An SQLI step. Define a parameter called GEN (FILE type). The step query should look like this:

LINK CUSTOMERS TO :$.CST;
ERRMSG 1 WHERE :RETVAL <= 0;

:CUSTNAME = '';
SELECT CUSTNAME INTO :CUSTNAME 
FROM CUSTOMERS 
WHERE CUST <> 0;

UNLINK CUSTOMERS;
ERRMSG 2 WHERE :CUSTNAME = '';

/* The following commands run the interface defined above,
storing the output in a linked 
file of the GENERALLOAD table, :$.GEN */
EXECUTE INTERFACE 'TEST_OPENSALESORD', SQL.TMPFILE, 
'-o', '-L', :$.ORD, '-l', 'GENERALLOAD', :$.GEN;

LINK GENERALLOAD TO :$.GEN;
ERRMSG 1 WHERE :RETVAL <= 0;

UPDATE GENERALLOAD 
SET TEXT1 = :CUSTNAME 
WHERE LINE = 1;

UNLINK GENERALLOAD;

EXECUTE INTERFACE 'TEST_OPENSALESORD',:$.MSG,'-L',:$.GEN;

LINK GENERALLOAD TO :$.GEN;
ERRMSG 1 WHERE :RETVAL <= 0;

:ORD = 0;
SELECT ATOI(KEY1) INTO :ORD 
FROM GENERALLOAD
WHERE LINE = 1 
AND LOADED = 'Y';

UNLINK GENERALLOAD;
ERRMSG 3 WHERE :ORD = 0;

:ORDNAME = '';
SELECT ORDNAME INTO :ORDNAME 
FROM ORDERS 
WHERE ORD = :ORD;

/* Windows: The next command opens the Sales Orders form. 
In Priority Web, add the ORDERS form as a separate step
in the procedure*/
EXECUTE BACKGROUND WINFORM 'ORDERS','',:ORDNAME, '','2';

Duplicating Documents with an Interface

Further Reading