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Welcome at the coresystems community forum

This forum is no longer being maintained.
If you need a specific solution please contact our support: helpdesk.coresystems.ch.
For general product information do not hesitate to contact our sales team: sales@coresystems.ch


Member Since 23 Mar 2012
Offline Last Active Apr 16 2012 09:14

Topics I've Started

Split Customer ID field to First Name and Last Name field Automatically

27 March 2012 - 15:49

**** Purpose of the customize rule ****

Attached is one customize optimizer rule that will split the Contact ID Field under Contact Persons in the Business Partner Master Data form. The rule takes the first word up to the first space and places that text into the First Name field and then everything after the space will be placed in the Last Name field automatically.

****Requirements for this customize rule ****

The rule requires coresuite Version 3.40 or higher and SAP Business One 8.8 or higher.

**** Procedure to use the customize rule ****

1. Download the attached *.cocu file
Attached File  splitnames.cocu   3.86KB   185 downloads
2. Import in SAP Business One view > Administration > Add-Ons > coresuite customize > Import / Export > Import rules > All Active
Attached File  1.JPG   131.06KB   367 downloads Attached File  2.jpg   99.69KB   316 downloads Attached File  3.jpg   89.07KB   344 downloads
3. Open the Business Partner Master Data > Add New Record > Contact Persons tab.
4. Enter the contact person into the Contact ID Field.
Attached File  4.jpg   107.81KB   99 downloads
5. When you click out or tab out of the Contact ID field, the First Name and Last Name fields will be automatically updated.

>> The value will automatically fill the First and Last Name fields based on the Contact ID field