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 Author  Thread: Filter Opportunity Products by Price Level
Darren Savery
Posts: 51
 
Filter Opportunity Products by Price LevelYour last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 22 Jun 06 4:56 AM

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Greetings one and all,

I am looking for some help. When creating an opportunity and adding individual product lines (Add Opportunity Product form), you can filter the products by various different options e.g. name, description, sku etc.

I would like to be able to filter the products by Price Level i.e. wholesale or retail (or any other pricing level I have set up). Can anyone show me how to do this?

Thanks,

Darren
[Reply][Quote]
Jason Buss
Posts: 382
 
Re: Filter Opportunity Products by Price LevelYour last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 29 Jun 06 12:55 PM
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It should be doable, with some tweaking of the code. It will requre some experimentation on your part, but I think I can point you in the right direction:

There are a couple areas in the code of the Add Opportunity Product view, which will need to be modified:

Quote:

ShowResults
Basically launches the "DisplayProductsByFilter" function (below).

This method probably wouldn't need to be modified.

CheckForFilters
Method which builds the where clause.

This method looks for the checkboxes on the form, and includes the appropreate section when the checkboxes are true. To follow this model, you would have to add a checkbox for the user to "enable" that aspect of the filter, as well as a control to contain and pass the value to filter by. You would have to make sure to use the proper table alias (from the modified DisplayProductByFilter function), when referring to the Program field (which holds the pricing level values)

DisplayProductsByFilter(strWhere)
Runs a SQL Query (with the Where of the clause as a parameter) and populates the tree on the products form.

The filtering functionality does not normally consider product pricing information. You would have to include a join to the productprogram table in SalesLogix so that you can be including that tables' Program field in the query.


Without actaully working through the code modifications myself, I think that you can accomplish what you are trying to do, just by modifying the Method and Function I listed, as well as some minor changes to the form itself. I hope this helps get you started, at least...
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