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When we use “Make Copy” on a transaction, we’ve no...
# general
j
When we use “Make Copy” on a transaction, we’ve noticed that the line items fall back to their default vendors for Drop Ship lines, instead of copying over the previous transaction’s vendors for each line. Is there any way to make the “make copy” actually copy the selected vendors from the original transaction for each line?
e
@jen I did something similar, though not exact - it had to be scripted though. When you click Make Copy, the page that loads has a URL parameter of the Internal ID of the record you copied. So in a client script on the new record, I loaded the copied record, looped through the lines and updated the new record with the fields I needed
j
Yeah that’s a possibility. Super annoying that it’s necessary though. A copy should be … A COPY.
dang. Original record is locked so cannot be loaded.
I’ll have to use Saved Search
ugh
Saved Search doesn’t expose 
povendor
e
gross
k
Loading the record via script shouldn't be an issue for viewing data, right?
Not exactly my regular stomping ground there as far as scripting against locked records
j
Unfortunately you cannot load it via script if it’s locked by a Workflow.
k
Can't you set your lock condition to be a little smarter so it doesn't stay locked?
j
In theory, yes, but we really don’t want to. We like being able to say “these transactions are locked for everyone, everywhere”
really dumb that locked means you cannot even load the data. I don’t need to edit it!
w
@ericbirdsall couldn't you do that in beforeload on context COPY?
@jen maybe suiteanalytics exposes povendor?
j
I know that Saved Search does not
w
Ok, but maybe SuiteQL does
k
Ok - thought process - what if you do a saved search and join to the Fulfilling Transaction and pull the vendor from that?
of course - that assumes the transaction has been fulfilled
or maybe it's applying transaction ? or applied to? one of those joins
I would not expect POVendor to be exposed in any search anywhere. - It's purpose is to create the associated purchase order
j
just annoying because the value is definitely there before the PO is made, so I shouldn’t have to join to a PO to get the povendor value
SuiteQL does not, @Watz. I started with that.
at least not that I can see
k
Did you try looking at the joins I suggested?
j
I can’t join….I need to be able to do this before it’s fulfilled.
k
The SO should have a join somewhere to the purchase order.
j
Sorry, I mean I need to be able to do this before there IS a purchase order. We first specify what vendor to drop ship to, before the POs are actually created. I might need to “make copy” in that interim time.
k
No - I mean, when you copy from the prior record - you want to inherit the vendor from that one right? You should be able to run a script when doing copies that will grab that information from a search using the join to the PO from the origional SO
Which doesn't require loading it
unless you are saying the original SO doesn't have a PO yet. In which case - I'm a bit confused by the purpose of the make copy action, but otherwise makes sense why you are stuck.
j
Original SO might not have PO yet.
We use “make copy” when we have to do what’s called an Endorsement (we work in insurance) which is basically a “change” to the existing policy.
very very rarely that’ll happen before the original SO is approved.
I need my solution to work in all cases
I think I need two solutions. If approved, it’s locked, so get vendor from POs. If not approved, it’s not locked, so can load record to get it from there. Blah.
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