Turned out that I needed to create a post process on both customer update and get new customer to put a hold on the specific customer number. Once I did that I was able to write a BPM to prevent a new sales order from being created as well as stop a quote to order being released until the hold was removed for that specific customer number
Â
________________________________
From: Jose Gomez <jose@...>
To: Vantage <vantage@yahoogroups.com>
Sent: Wednesday, November 14, 2012 11:29 AM
Subject: Re: [Vantage] BPM Prevent Sales Order Creation
Then in the BPM for Sales Order you should be looking for that Hold if its
there raise an exception.
*Jose C Gomez*
*Software Engineer*
*
*
*
*T: 904.469.1524 mobile
E: jose@...
http://www.josecgomez.com
<http://www.linkedin.com/in/josecgomez>Â <http://www.facebook.com/josegomez>
 <http://www.google.com/profiles/jose.gomez> <http://www.twitter.com/joc85>
 <http://www.josecgomez.com/professional-resume/>
<http://www.josecgomez.com/feed/>
 <http://www.usdoingstuff.com>
*Quis custodiet ipsos custodes?*
Â
________________________________
From: Jose Gomez <jose@...>
To: Vantage <vantage@yahoogroups.com>
Sent: Wednesday, November 14, 2012 11:29 AM
Subject: Re: [Vantage] BPM Prevent Sales Order Creation
Then in the BPM for Sales Order you should be looking for that Hold if its
there raise an exception.
*Jose C Gomez*
*Software Engineer*
*
*
*
*T: 904.469.1524 mobile
E: jose@...
http://www.josecgomez.com
<http://www.linkedin.com/in/josecgomez>Â <http://www.facebook.com/josegomez>
 <http://www.google.com/profiles/jose.gomez> <http://www.twitter.com/joc85>
 <http://www.josecgomez.com/professional-resume/>
<http://www.josecgomez.com/feed/>
 <http://www.usdoingstuff.com>
*Quis custodiet ipsos custodes?*
On Wed, Nov 14, 2012 at 11:20 AM, Mark Wagner <mjfw2003@...> wrote:
> **
>
>
> No right now I have it that finance would go in and delete the hold record.
>
>
> ________________________________
> From: Jose Gomez <jose@...>
> To: Vantage <vantage@yahoogroups.com>
> Sent: Wednesday, November 14, 2012 11:17 AM
>
> Subject: Re: [Vantage] BPM Prevent Sales Order Creation
>
> You should just be checking for the Hold in place it shouldn't get released
> unless someone releases it. Or do you have logic to release it
> automaticelly?
>
> *Jose C Gomez*
> *Software Engineer*
> *
> *
> *
> *T: 904.469.1524 mobile
> E: jose@...
> http://www.josecgomez.com/
> <http://www.linkedin.com/in/josecgomez> <http://www.facebook.com/josegomez
> >
>Â <http://www.google.com/profiles/jose.gomez> <
> http://www.twitter.com/joc85>
>Â <http://www.josecgomez.com/professional-resume/>
> <http://www.josecgomez.com/feed/>
>Â <http://www.usdoingstuff.com/>
>
> *Quis custodiet ipsos custodes?*
>
> On Wed, Nov 14, 2012 at 11:10 AM, Mark Wagner <mjfw2003@...> wrote:
>
> > **
>
> >
> >
> > Thanks Jose, I tried it but still allowed me to enter the order header.
> > Changed some fields and saved again but still did not get any message. I
> > have the hold type attached to the customer, and the BPM is looking at
> the
> > hold type based on the salesorder header and the join is company and
> > custnum. Not sure if the hold is getting released when the customer is
> > added to the order header and customer type is changing to "customer"
> > instead of "suspect"?
> >
> > ________________________________
> > From: Jose Gomez <jose@...>
> > To: Vantage <vantage@yahoogroups.com>
> > Sent: Wednesday, November 14, 2012 10:50 AM
> > Subject: Re: [Vantage] BPM Prevent Sales Order Creation
> >
> >
> > Do a PreProcessing on Sales Order Update Mark. Get New OrderHEd won't
> > contain the customer info. Bu the Update method will.
> >
> > *Jose C Gomez*
> > *Software Engineer*
> > *
> > *
> > *
> > *T: 904.469.1524 mobile
> > E: jose@...
> > http://www.josecgomez.com/
>
> > <http://www.linkedin.com/in/josecgomez>Â <
> > http://www.facebook.com/josegomez>
> >Â <http://www.google.com/profiles/jose.gomez> <
> > http://www.twitter.com/joc85>
> >Â <http://www.josecgomez.com/professional-resume/>
> > <http://www.josecgomez.com/feed/>
> >Â <http://www.usdoingstuff.com/>
>
> >
> > *Quis custodiet ipsos custodes?*
> >
> >
> > On Wed, Nov 14, 2012 at 10:43 AM, Mark Wagner <mjfw2003@...>
> wrote:
> >
> > > **
> >
> > >
> > >
> > > I have a BPM which allows members of the customer service group to
> allow
> > > enter new customers with a customer type of "suspect". When they create
> > the
> > > customer, the BPM puts a hold type on the customer record. I tried in
> the
> > > get new sales orderheader to not allow an order to be created if the
> > > customer is attached to the hold record. I can see the hold record
> > attached
> > > but it doesnt prevent the order from being created.
> > >
> > > I dont want to allow the customer service group to create a sales order
> > > header for that particular customer until finance has changed the
> > customer
> > > type to "customer". I know that the creation of the sales order
> > > automatically flags the customer type as "customer" but have not been
> > able
> > > to find how to trap this before it updates the customer type.
> > >
> > > Anyone doing something similar to this?
> > >
> > > [Non-text portions of this message have been removed]
> > >
> > >
> > >
> >
> > [Non-text portions of this message have been removed]
> >
> > ------------------------------------
> >
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> [Non-text portions of this message have been removed]
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> ------------------------------------
>
> Useful links for the Yahoo!Groups Vantage Board are: ( Note:Â You must
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> (1) To access the Files Section of our Yahoo!Group for Report Builder and
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(1) To access the Files Section of our Yahoo!Group for Report Builder and Crystal Reports and other 'goodies', please goto: http://groups.yahoo.com/group/vantage/files/.%c2%a0
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