Pop-Ups

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Overview

The Pop-up Message Type list controls whether an MDI Information Code triggers a pop-up notification on Sales and Purchase documents. Each Information Code can have up to two rows here — one for Sales and one for Purchase — each with an independent Show Pop-up toggle. When a user enters or changes an item, customer, or vendor on a document line or header, the system checks this list to determine whether to display a pop-up message. If enabled, the Description field of the matching Information Entry on that record is displayed as the message text.

This makes it possible to attach contextual warnings or notes to specific items, customers, or vendors that automatically surface at the moment a user adds them to a document.

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When Is This Page Used

This page is opened when configuring which document types should show pop-up messages for a given Information Code. It is always opened in the context of a specific Information Code — either from the Information Code Card or the Information Code List — and shows only the rows for that code.

Who Are Typical Users

System administrators and implementation consultants setting up automated document warnings. Product managers or data administrators who define which MDI attributes should trigger contextual alerts.

Accessing the Page

This page has no UsageCategory and is not searchable from the BC search bar. It is always opened filtered to a specific Information Code via one of these paths:

  • Information Code Card → Pop-up Message field (assist-edit button) — opens as a modal dialog.
  • Information Code Card → Related group → Pop-up Message action — opens filtered to the current code.
  • Information Code List → Related group → Pop-up Message action — opens filtered to the selected code.

Global prerequisite: Pop-up messages only fire if Show Pop-ups is enabled in Master Data Information Setup. This is the company-wide master switch. Individual rows on this page have no effect unless that global toggle is on.

Page Components

Fields

The page always displays rows for the Information Code it was opened from. The Master Data Inform. Setup Code key field is not shown in the page layout — it is set automatically from the filter applied when opening the page.

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Field Purpose Example Key Information
Pop-up Message Area The document context in which this pop-up rule applies. Sales Two possible values: Sales (fires on Sales Orders, Sales Quotes, Sales Credit Memos, and other sales document headers and lines) and Purchase (fires on Purchase Orders and other purchase document headers and lines). Each area has its own independent row and toggle.
Show Pop-up Enables or disables the pop-up for this area. When enabled, a message is shown to the user whenever a matching record (item, customer, or vendor) is entered or changed on a document of this type. Enabled Per-area toggle. Disabling one area does not affect the other. When disabled, no pop-up fires for this combination of Information Code and document area, regardless of what Description values are on the relevant Information Entries.

Actions

This page has no actions. Rows are managed directly in the list. Typically there are exactly two rows per Information Code — one for Sales and one for Purchase — created either manually or via the demo data setup.

Key Behaviours

The pop-up message content comes from the Information Entry Description. This page only controls whether a pop-up fires and on which document type. The actual text shown to the user is the Description field of the Information Entry that is attached to the item, customer, or vendor being entered on the document. If an item has a NOTIFICATION Information Entry with Description "Do not discount below list price", that exact text is shown as the pop-up message when the item is added to a sales line — provided Show Pop-up is enabled for the Sales area on the NOTIFICATION Information Code.

The trigger is a change in the item, customer, or vendor number. Pop-ups fire specifically when the No. field changes on a document line or header — when an item is entered or replaced on a sales or purchase line, or when the customer or vendor is entered or replaced on the document header. The system checks all Information Entries on the newly selected record and shows a separate message for each entry whose Information Code has Show Pop-up enabled for the current document area.

The global Show Pop-ups toggle in Master Data Information Setup must be on. If that setting is disabled, no pop-ups fire at all, regardless of the configuration on this page. This provides a single kill-switch for all pop-up behaviour across the entire company without requiring changes to individual Information Code setups.

Pop-ups are only shown in interactive sessions. The runtime check includes a GuiAllowed() condition, which means pop-ups never fire in background jobs, scheduled tasks, API calls, or other non-interactive processing. This prevents pop-up dialogs from blocking automated workflows.

When multiple Information Entries match, each fires a separate message. If an item has three Information Entries (e.g. NOTIFICATION, WARNING, and HAZARD) and all three have Sales pop-ups enabled, the user sees three successive pop-up dialogs when adding that item to a sales line. Each message contains the Description of the respective Information Entry.

Default Setup

The demo data setup creates the following default rows when demo data is installed, using the NOTIFICATION Information Code:

Information Code Pop-up Message Area Show Pop-up
NOTIFICATION Sales Yes
NOTIFICATION Purchase Yes

These rows enable the NOTIFICATION Information Code to trigger pop-up messages on both Sales and Purchase documents out of the box. The NOTIFICATION code is set up as a Specification subtype with Allow Multiple Config Values enabled, making it suitable for attaching free-text notifications to any number of items, customers, or vendors.

Related Pages

Page Relationship
Information Code Card Primary access point for this page. Contains a Pop-up Message indicator field (read-only, shows whether any pop-up is configured) and both an assist-edit and a Related group action that open this list filtered to the current code.
Information Code List Also provides a Pop-up Message action in the Related group, opening this list filtered to the selected code.
Master Data Information Setup Contains the Show Pop-ups global toggle that must be enabled for any pop-up to fire. Without it, all rows on this page are effectively inactive.
Information Entry (via Item/Customer/Vendor master data) The source of the actual pop-up message text. The Description field on each matching Information Entry is what the user sees when the pop-up appears.