This one is a doosie. Our front office has issues entering data correctly, and attaching documents. I am working on an OCR customization to hopefully help with this. Here is the flow of things I want to have happen:
(1) New sales order button is clicked
(2) File explorer opens for them to select a Customer Purchase order (I have this working).
(3) If it is a valid Purchase order, it enters the header and line information.
(4) Lastly, it saves the purchase order to the sales order.
I can figure out steps 2-4 just fine, but I am running into an issue. When the new sales order button is clicked, it begins to create a new record (sets the sales order value to 0, and waits for customer to be entered). Is there a way for me to write to the current in-process transaction? Really hitting a roadblock here.
Again, I can get this all working if it were from a custom button, but Cannot get this to work from the “New” button on the toolbar. Any suggestions?