How To Auto-Increment Business Partner Code For SAP Business One

How to Auto-Increment Business
Partner Code for SAP Business

One
Applies to:
Business One
Summary
This article includes two proposed solutions to address how to set up SAP Business One to automatically
calculate the next card code for new Business Partners.
Author:
Idit Frydman-Saguey
Company: SAP
Created on: 14 May 2009
SAP COMMUNITY NETWORK

2009 SAP AG
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1
How to Auto-Increment Business Partner Code for SAP Business One
Table of Contents
Business Problem...............................................................................................................................................3
Solution One ...................................................................................................................................................3
Solution Two ...................................................................................................................................................4
Related Contents ................................................................................................................................................5
Copyright.............................................................................................................................................................6

2009 SAP AG

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Business Problem
You would like the system to automatically calculate and propose the next card code when a new Business
Partner is added to SAP Business One. Codes for Customers and Leads will always start with "2", and
Vendors will always start with "1". When creating a new Business Partner, the user should be able to look up
the "next Vendor code" or "next Customer code" by using the keyboard combination Shift+F2.
Solution One
You could enable a simple lookup of next Business Partner Code. This method does not automatically
enforce a numeric code, however, it provides a simple solution that requires no code.
The prerequisite for this solution is that all the codes or Business Partners in the database should adhere to
the same rules:
Same number of characters
Same constant in beginning of code
All codes are numeric
Follow these short steps:

1. Link the following query to the card code field:
if $[ocrd.cardtype]='L' or $[ocrd.cardtype]='C'
Begin
select max (cardcode+1)
from ocrd where ocrd.cardcode Like '<select number>%%'
end
else
begin select max (cardcode+1)
from ocrd
where ocrd.cardcode like '<select number>%%'
END
2. Replace the <select number> text with the constant (2 or 1).

3. When you add a customer, choose the type first.
4. Activate formatted search using Shift+F2 when the cursor is in the code field.
Next number will appear.

2009 SAP AG

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Solution Two
It is possible to create a slightly more sophisticated solution with a relatively small amount of code. By
responding to several item events, we can auto-populate the CardCode using a query similar to the one
provided in the first solution.
First, you need to add code to respond to the Item Event in which the CardCode field gets focus while the
form is in Add mode. This event will fire if the user switches from Find mode to Add mode.
'RESPOND TO BP CARDCODE GOTFOCUS WHILE FORM IS IN ADD MODE
If pVal.FormType = 134 And pVal.FormMode = fm_ADD_MODE And _
pVal.ItemUID = "5" And pVal.EventType = et_GOT_FOCUS Then
Set frm = pApp.Forms.Item(FormUID)
Set edit = frm.Items("5").Specific
Set cmb = frm.Items("40").Specific
Dim pRS As SAPbobsCOM.Recordset
Dim sSQL As String
If (cmb.Selected.Value = "C" Or cmb.Selected.Value = "L") Then _
sSQL = "SELECT MAX (CardCode)+1 as NewValue FROM OCRD WHERE "
sSQL = sSQL & "OCRD.CardCode Like '2%'"
Else
sSQL = "SELECT MAX (CardCode)+1 as NewValue FROM OCRD WHERE "
sSQL = sSQL & "OCRD.CardCode Like '1%'"
End If
Set pRS = pCompany.GetBusinessObject(BoRecordset)
pRS.DoQuery sSQL
pRS.MoveFirst
edit.String = pRS.Fields("NewValue").Value
End If
Next, add a similar block of code that will respond to the event in which the Business Partner Type
(CardType) is changed using the Lost Focus event:
'RESPOND TO BP TYPE CHANGED WHILE FORM IS IN ADD MODE
pVal.ItemUID = "40" And pVal.EventType = et_LOST_FOCUS Then
' ...Same logic as above applies here again...
Finally, you can add code to the Add button click event to ensure that the CardCode value is numeric:
'RESPOND TO 'ADD' BUTTON CLICK IN BUSINESS PARTNER MAINENANCE FORM
'******** Ensure that the CardCode is numeric
pVal.ItemUID = "1" And pVal.EventType = et_CLICK Then
Set frm = pApp.Forms.Item(FormUID)
Set edit = frm.Items("5").Specific
If Not IsNumeric(edit.String) Then
pApp.MessageBox "The Business Partner Code must be numeric."
BubbleEvent = False
frm.Items("5").Click
End If
End If

2009 SAP AG

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Related Contents
For more information, visit the Business One homepage.

2009 SAP AG

5
Copyright
Copyright 2009 SAP AG. All rights reserved.
No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP AG.
The information contained herein may be changed without prior notice.
Some software products marketed by SAP AG and its distributors contain proprietary software components of other software vendors.
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iSeries, pSeries, xSeries, zSeries, eServer, z/VM, z/OS, i5/OS, S/390, OS/390, OS/400, AS/400, S/390 Parallel Enterprise Server,
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Netscape.
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herein as well as their respective logos are trademarks or registered trademarks of SAP AG in Germany and other countries.
Business Objects and the Business Objects logo, BusinessObjects, Crystal Reports, Crystal Decisions, Web Intelligence, Xcelsius, and
other Business Objects products and services mentioned herein as well as their respective logos are trademarks or registered
trademarks of Business Objects S.A. in the United States and in other countries. Business Objects is an SAP company.
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These materials are subject to change without notice. These materials are provided by SAP AG and its affiliated companies ("SAP
Group") for informational purposes only, without representation or warranty of any kind, and SAP Group shall not be liable for errors or
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express warranty statements accompanying such products and services, if any. Nothing herein should be construed as constituting an
additional warranty.

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SAP COMMUNITY NETWORK

SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com

SAP COMMUNITY NETWORK

SDN - sdn.sap.com | BPX - bpx.sap.com | BOC - boc.sap.com