Copy field data in customer screen
  • Dyna
    Posts: 9
    Joined: Wed Feb 22, 2006 5:30 pm
    Contact:

    Copy field data in customer screen

    by Dyna » Thu Feb 08, 2007 9:07 pm

    I have created two user fields in the customer screen -
    Accounts Contact
    Accounts Phone
    I would like to be able to copy the existing data in CUSCONTACT and CUSPHONE to these fields for all existing customers.

    In future I would like to be able to do follg at time of adding new customer: if the 2 user fields are empty then copy the data from CUSCONTACT and CUSPHONE to these fields.

    What is the best way of doing this.
  • COBS Tech Support
    Posts: 678
    Joined: Fri Sep 09, 2005 8:23 am

    by COBS Tech Support » Fri Feb 23, 2007 4:23 pm

    For moving fields within the database do the following:

    1. Make a copy of the file CUAUX000.DBF which contains your user field information. Do this when nobody is logged into CAPITAL.
    2. Load the copy of this file into Excel.
    3. Remove any columns you don't want and save the file as a comma or tab delimited ASCII file.
    4. Start INSTALLATION Workshop, go to Transfer, Import External File, Customer Accounts.
    5. Import the data file into the fields you want.

    To conditionally copy fields when adding new records, do the following:

    1. Start INSTALLATION Workshop, Build, Screen Builder. Ensure all users are logged out of the system.
    2. Open the customers screen.
    3. Select File|Screen Script
    4. Assuming the Screen Script is empty, add these instructions:

    Code: Select all

    If Mode = 3
       If IsEmpty(SCRRead("ABC"))
          SCRWrite("ABC", SCRRead("DEF"))
       Endif
    Endif


    Repeat the inner If ... Endif statements for each field you want to copy into a subsequent field. Change ABC to the name of the field you want to copy into. Change DEF to the name of the field you want to copy from.

    For example, to copy 2 fields:

    Code: Select all

    If Mode = 3
       If IsEmpty(SCRRead("ABC"))
          SCRWrite("ABC", SCRRead("DEF"))
       Endif

       If IsEmpty(SCRRead("GHI"))
          SCRWrite("GHI", SCRRead("JKL"))
       Endif
    Endif


    5. Save your changes.

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