Customer Allocated Balance

Question

Hello Experts,
One of our clients does sales and service business. Here is a requirement that i am wokring on
Customers call and  allocate say $12,000 budget ( For Item Type orders)  ( I have field in OCRD, U_POIBdgt)
Customers call and allocate say $12,000 budget ( For service orders) ( I have field in OCRD, U_POSBdgt)
I also have two fields to display available budget respectively
OCRD, U_IBalAva  ( this should be U_POIBdgt-SUM(all open Item orders))
OCRD,U_SBalAva ( this should be U_POSBdgt-SUM(all open service orders))
A person from Customer's Office order some items , say $2000 ( Item Type Order)
Sales guy adds the items on Sales Order and add the document . In this case the customer used $2000 out of his $12,000 budget.
Simillarly
A person from Customer's Office place service order, say $2000 ( ServiceType Order)
Sales guy adds the service order and add the document . In this case the customer used $2000 out of his $12,000 budget.
Is it possible to update Aval Balance fields when user adds document? Please advise me on how to achive this.

Answer 1

Praneeth,
Just assign the below given formated searchs to your Item Available Balance field and Service Available Balance Fields, respectively.
Item Available Balances:
Select ($[OCRS.U_POIBdgt] - sum(T0.doctotal))
from [ordr] T0
where T0.cardcode = $[OCRD.CARDCODE] and T0.doctype = 'I' and T0.DocStatus = 'O'
Service Available Balances:
Select ( $[OCRS.U_POIBdgt] - sum(T0.doctotal))
from [ordr] T0
where T0.cardcode = $[OCRD.CARDCODE] and T0.doctype = 'S' and T0.DocStatus = 'O'
Assign to your U_IBalAva and U_SBalAva fields.
This should work fine.. I have tested on my database.
Regards
Reno.
Edited by: Reno on Mar 25, 2011 9:16 AM