Introduction

When creating a requisition, you may need to capture additional information beyond the defaults that are presented. This data can take the form of a free text string value, a value from a drop-downpick list or a boolean value from a checkbox.

Applies to

Spindle Requisitions

Method

Pre-requisites

The analysis codes to be used must be configured in Sage 200 in advance.

Ensure the Analysis code is set up in Sage 200 > Accounting System Manager > Settings > Maintain Analysis Codes

Add the Analysis Codes to the POP module in Purchase Order Processing > POP Maintenance > Maintain Analysis Codes

 Click Edit and set the following flag to allow the code to be amended.

When the requisition is converted into a Purchase Order the value of the field is mapped to the Sage analysis code field on the Purchase Order:

In the following text, any references to eg EREQSANALYSISCODE1 apply equally to EREQSANALYSISCODE2 and EREQSANALYSISCODE3, and the same applies to all System Keys containing a number.

Free Text Fields

These use the system keys

FREETEXTANALYISFIELD1

FREETEXTANALYISFIELD2

and 

FREETEXTANALYSIS1LABEL

FREETEXTANALYSIS2LABEL

Note: the data in these fields is limited to 60 characters, owing to that limitation being in place in Sage 200

Set the FREETEXTANALYSIS1LABEL to the name of the text box to be displayed on the Delivery tab.

Set the FREETEXTANALYSISFIELD1 to the required Analysis Code, note that this is case-sensitive, so you would use AnalysisCode1 for example (capital A, capital C).

Checkboxes

If the Analysis code holds a boolean yes/no value, you can use a Chekc box to capture the data

Checkboxes are controlled using the System Keys

• EREQSANALYSISCODE1
• EREQSANALYSISCODE2
• EREQSANALYSISCODE3

and the corresponding

• GENERICCHECKBOX1LABEL
• GENERICCHECKBOX2LABEL
• GENERICCHECKBOX3LABEL

The EREQSANALYSISCODE1 field stores the value of a custom checkbox flag against an analysis code on the PO header in Sage. Configure the system key to specify the name of the Sage analysis code to be mapped e.g. 

The GENERICCHECKBOX1LABEL, enable a custom checkbox field on the requisition header (Delivery Instructions tab).

The value of this flag is stored against the requisitions header in the analysis_code_1 field in wpr_header of the requisitions database.

When the requisition is converted into a Purchase Order, if configured to do so, the value of the checkbox flag is mapped to a Sage analysis code field on the Purchase Order .

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