Inactivate Customers?

Yahoo Archive
1
Flawless. thanks again!
Â
Keith Walter
Vantage Coordinator
Norgren Automation Solutions, Saline Division
keith.walter@...




________________________________
From: Keith Walter <keithfwalter@...>
To: vantage@yahoogroups.com
Sent: Thu, May 6, 2010 1:08:40 PM
Subject: Re: [Vantage] Re: Inactivate Customers?

Â
Thanks Brian. i will give this a try!
Â
Keith Walter
Vantage Coordinator
Norgren Automation Solutions, Saline Division
keith.walter@ norgrenauto. com

____________ _________ _________ __
From: Brian W. Spolarich <bspolarich@advanced photonix. com>
To: vantage@yahoogroups .com
Sent: Thu, May 6, 2010 12:19:59 PM
Subject: RE: [Vantage] Re: Inactivate Customers?

Â
for each Customer where ( Customer.CustNum = ttShipDtl.CustNum AND Customer.CheckBox04 = True)

I think the single-quotes are a problem. Progress 4GL treats table buffers as typed variables, so Customer.CheckBox04 is a BOOLEAN variable, and True is the Progress keyword for the BOOLEAN True condition (although in SQL the underlying field is an integer and contains 1 or 0.

But if you're working in Customer Shipment Entry, I would start differently:

for each ttShipDtl, each Customer where (ttShipDtl.CustNum = Customer.CustNum AND Customer.CheckBox04 = True)

If you're in a MultiCompany environment you'd also want to qualify your query to include ttShipDtl.Company = Customer.Company, and this is good habit to get into as you'd have to rewrite all of your customizations should you add another Company later or you might wind up with surprises.

But I think you need to reference both ttShipDtl and Customer first with an each (or first/last) record-phrase clause in order to reference them in the conditions.

-bws

--
Brian W. Spolarich ~ Manager, Information Services ~ Advanced Photonix / Picometrix
    bspolarich@advanced photonix. com ~ 734-864-5618 ~ www.advancedphotoni x.com

-----Original Message-----
From: vantage@yahoogroups .com [mailto:vantage@ yahoogroups .com] On Behalf Of Keith Walter
Sent: Thursday, May 06, 2010 11:58 AM
To: vantage@yahoogroups .com
Subject: Re: [Vantage] Re: Inactivate Customers?

Well, I agree it's gonna get messy, but I have no choice.

I have setup Checkbox04 as my inactive Flag.  And I have a BPM in place to stop new orders from being entered. I am now working on stopping new shippments (and eventually new quotes, and new RMA's, but one thing at a time).

I am trying to use a pre-process BPM "Number of rows in the 'xxx' query is more than 0' condition. Here is my query that I cannot get to work:

for each Customer where (Â Customer.CustNum = 'ttShipDtl.CustNum' ANDÂ Customer.CheckBox04 = 'True')

This is a similar qry to the one i used in the new order bpm that works

I can create a messge using the 'ttShipDtl. CustNum' value, and when I replace this in the qry with '125', it works fine.

Any ideas?  Thoughts on a different approach?
Â
Keith Walter
Vantage Coordinator
Norgren Automation Solutions, Saline Division
keith.walter@ norgrenauto. com

____________ _________ _________ __
From: k99ja04 <jallmond@wrightcoa t ing.com>
To: vantage@yahoogroups .com
Sent: Thu, April 15, 2010 10:36:54 AM
Subject: [Vantage] Re: Inactivate Customers?

Â
If you can restrict your requirements to just preventing creating new sales orders... you could use a customization on Customer Entry with a checkbox mapped to customer.checkbox01 marking as "Inactive". Then use a pre-process BPM on SalesOrder.Update looking for that value. This is a bit advanced as you need to write a bit of code, but the theory is sound. This will get messy if you wanted to disable quotes and shipments etc. etc. and will quickly be an administrative nightmare, but if you can keep it simple...

I agree, a global inactive flag would be helpful. Perhaps in 9.06.

--- In vantage@yahoogroups .com, Cheryl Elliott <celliott@.. .> wrote:
>
> I would like to see a direct solution to this problem myself. Credit Hold is a workaround that impinges on too many other problems, IMHO. There is already a field in customer master for No Contact, that doesn't seem to do anything besides prevent finding a customer on a search (unless you check the "include no contact" box) Using that box for some sort of rule or event seems to make sense, but I've been noodling around with this for weeks without a solution. Either the table invoked for a BAM rule is NOT Customer OrderHed or QuotHead, etc.), or there is no field CHANGED at the time by the user to trigger an Event rule, because the box is already checked on the customer master...Argh!
>
> -----Original Message-----
> From: vantage@yahoogroups .com [mailto:vantage@ yahoogroups .com] On Behalf Of Keith Walter
> Sent: Tuesday, April 13, 2010 10:53 AM
> To: vantage@yahoogroups .com
> Subject: [Vantage] Inactivate Customers?
>
> Due to a recent audit failure, we need to implement a process of making a customer "inactive" (unable to enter SO's or Quotes, Ship , RMA, etc) when they are added, then releasing them once approvals are gained and certain criteria met (Credit limit set, terms, etc.). Also need a way to inactivate an existing customer to block all activity as well.  Credit Hold does stop from shipping, but not from entering Sales Orders. Is there a way to do this easily besides setting up a custom field and using BPMs?Â
http://docs. yahoo.com/ info/terms/

[Non-text portions of this message have been removed]







[Non-text portions of this message have been removed]
2
Due to a recent audit failure, we need to implement a process of making a customer "inactive" (unable to enter SO's or Quotes, Ship , RMA, etc) when they are added, then releasing them once approvals are gained and certain criteria met (Credit limit set, terms, etc.). Also need a way to inactivate an existing customer to block all activity as well.  Credit Hold does stop from shipping, but not from entering Sales Orders. Is there a way to do this easily besides setting up a custom field and using BPMs?Â

Thanks,
Â
Keith Walter
Vantage Coordinator
Norgren Automation Solutions, Saline Division
keith.walter@...




[Non-text portions of this message have been removed]
3
Hi Keith,

In case it's of any use: Credit Hold can stop new SOs being entered. There's a setting in Company Maintenance | Modules | Sales | Order for this. You could then set a credit limit of $1 on all new customer accounts.

Of course, implementing this might affect your current processes with "approved" customers.

Nigel.

--- In vantage@yahoogroups.com, Keith Walter <keithfwalter@...> wrote:
>
> Due to a recent audit failure, we need to implement a process of making a customer "inactive" (unable to enter SO's or Quotes, Ship , RMA, etc) when they are added, then releasing them once approvals are gained and certain criteria met (Credit limit set, terms, etc.). Also need a way to inactivate an existing customer to block all activity as well.  Credit Hold does stop from shipping, but not from entering Sales Orders. Is there a way to do this easily besides setting up a custom field and using BPMs?Â
>
> Thanks,
> Â
> Keith Walter
> Vantage Coordinator
> Norgren Automation Solutions, Saline Division
> keith.walter@...
>
>
>
>
> [Non-text portions of this message have been removed]
>
4
Yes, but if I want to retain the ability to use Credit Hold as a warning for order entry, and a stop for customer shipment...?
Â
Keith Walter
Vantage Coordinator
Norgren Automation Solutions, Saline Division
keith.walter@...




________________________________
From: NigelK <nigel.kerley@...>
To: vantage@yahoogroups.com
Sent: Tue, April 13, 2010 12:10:02 PM
Subject: [Vantage] Re: Inactivate Customers?

Â
Hi Keith,

In case it's of any use: Credit Hold can stop new SOs being entered. There's a setting in Company Maintenance | Modules | Sales | Order for this. You could then set a credit limit of $1 on all new customer accounts.

Of course, implementing this might affect your current processes with "approved" customers.

Nigel.

--- In vantage@yahoogroups .com, Keith Walter <keithfwalter@ ...> wrote:
>
> Due to a recent audit failure, we need to implement a process of making a customer "inactive" (unable to enter SO's or Quotes, Ship , RMA, etc) when they are added, then releasing them once approvals are gained and certain criteria met (Credit limit set, terms, etc.). Also need a way to inactivate an existing customer to block all activity as well.  Credit Hold does stop from shipping, but not from entering Sales Orders. Is there a way to do this easily besides setting up a custom field and using BPMs?Â
>
> Thanks,
> Â
> Keith Walter
> Vantage Coordinator
> Norgren Automation Solutions, Saline Division
> keith.walter@ ...
>
>
>
>
> [Non-text portions of this message have been removed]
>







[Non-text portions of this message have been removed]
5
If you change it to Stop Orders it should stop orders for clients on credit hold, as well as clients over their credit limit. Instead of allowing SO for clients over the credit limit with just a measly warning. So it will still check the credit limit.
Then the question becomes: Do you want to allow entering SO over the Credit limit or would you rather adjust the credit limit as needed?

Plamen



--- In vantage@yahoogroups.com, Keith Walter <keithfwalter@...> wrote:
>
> Yes, but if I want to retain the ability to use Credit Hold as a warning for order entry, and a stop for customer shipment...?
> ÂÂ
> Keith Walter
> Vantage Coordinator
> Norgren Automation Solutions, Saline Division
> keith.walter@...
>
>
>
>
> ________________________________
> From: NigelK <nigel.kerley@...>
> To: vantage@yahoogroups.com
> Sent: Tue, April 13, 2010 12:10:02 PM
> Subject: [Vantage] Re: Inactivate Customers?
>
> ÂÂ
> Hi Keith,
>
> In case it's of any use: Credit Hold can stop new SOs being entered. There's a setting in Company Maintenance | Modules | Sales | Order for this. You could then set a credit limit of $1 on all new customer accounts.
>
> Of course, implementing this might affect your current processes with "approved" customers.
>
> Nigel.
>
> --- In vantage@yahoogroups .com, Keith Walter <keithfwalter@ ...> wrote:
> >
> > Due to a recent audit failure, we need to implement a process of making a customer "inactive" (unable to enter SO's or Quotes, Ship , RMA, etc) when they are added, then releasing them once approvals are gained and certain criteria met (Credit limit set, terms, etc.). Also need a way to inactivate an existing customer to block all activity as well.  Credit Hold does stop from shipping, but not from entering Sales Orders. Is there a way to do this easily besides setting up a custom field and using BPMs?ÂÂ
> >
> > Thanks,
> > ÂÂ
> > Keith Walter
> > Vantage Coordinator
> > Norgren Automation Solutions, Saline Division
> > keith.walter@ ...
> >
> >
> >
> >
> > [Non-text portions of this message have been removed]
> >
>
>
>
>
>
>
>
> [Non-text portions of this message have been removed]
>
6
I would like to see a direct solution to this problem myself. Credit Hold is a workaround that impinges on too many other problems, IMHO. There is already a field in customer master for No Contact, that doesn't seem to do anything besides prevent finding a customer on a search (unless you check the "include no contact" box) Using that box for some sort of rule or event seems to make sense, but I've been noodling around with this for weeks without a solution. Either the table invoked for a BAM rule is NOT Customer OrderHed or QuotHead, etc.), or there is no field CHANGED at the time by the user to trigger an Event rule, because the box is already checked on the customer master...Argh!

-----Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Keith Walter
Sent: Tuesday, April 13, 2010 10:53 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Inactivate Customers?

Due to a recent audit failure, we need to implement a process of making a customer "inactive" (unable to enter SO's or Quotes, Ship , RMA, etc) when they are added, then releasing them once approvals are gained and certain criteria met (Credit limit set, terms, etc.). Also need a way to inactivate an existing customer to block all activity as well.  Credit Hold does stop from shipping, but not from entering Sales Orders. Is there a way to do this easily besides setting up a custom field and using BPMs?Â

Thanks,
Â
Keith Walter
Vantage Coordinator
Norgren Automation Solutions, Saline Division
keith.walter@...




[Non-text portions of this message have been removed]



------------------------------------

Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must have already linked your email address to a yahoo id to enable access. )
(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/.
(2) To search through old msg's goto: http://groups.yahoo.com/group/vantage/messages
(3) To view links to Vendors that provide Vantage services goto: http://groups.yahoo.com/group/vantage/linksYahoo! Groups Links
7
If you can restrict your requirements to just preventing creating new sales orders... you could use a customization on Customer Entry with a checkbox mapped to customer.checkbox01 marking as "Inactive". Then use a pre-process BPM on SalesOrder.Update looking for that value. This is a bit advanced as you need to write a bit of code, but the theory is sound. This will get messy if you wanted to disable quotes and shipments etc. etc. and will quickly be an administrative nightmare, but if you can keep it simple...

I agree, a global inactive flag would be helpful. Perhaps in 9.06.

--- In vantage@yahoogroups.com, Cheryl Elliott <celliott@...> wrote:
>
> I would like to see a direct solution to this problem myself. Credit Hold is a workaround that impinges on too many other problems, IMHO. There is already a field in customer master for No Contact, that doesn't seem to do anything besides prevent finding a customer on a search (unless you check the "include no contact" box) Using that box for some sort of rule or event seems to make sense, but I've been noodling around with this for weeks without a solution. Either the table invoked for a BAM rule is NOT Customer OrderHed or QuotHead, etc.), or there is no field CHANGED at the time by the user to trigger an Event rule, because the box is already checked on the customer master...Argh!
>
> -----Original Message-----
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Keith Walter
> Sent: Tuesday, April 13, 2010 10:53 AM
> To: vantage@yahoogroups.com
> Subject: [Vantage] Inactivate Customers?
>
> Due to a recent audit failure, we need to implement a process of making a customer "inactive" (unable to enter SO's or Quotes, Ship , RMA, etc) when they are added, then releasing them once approvals are gained and certain criteria met (Credit limit set, terms, etc.). Also need a way to inactivate an existing customer to block all activity as well.  Credit Hold does stop from shipping, but not from entering Sales Orders. Is there a way to do this easily besides setting up a custom field and using BPMs?Â
>
> Thanks,
> Â
> Keith Walter
> Vantage Coordinator
> Norgren Automation Solutions, Saline Division
> keith.walter@...
>
>
>
>
> [Non-text portions of this message have been removed]
>
>
>
> ------------------------------------
>
> Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must have already linked your email address to a yahoo id to enable access. )
> (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/.
> (2) To search through old msg's goto: http://groups.yahoo.com/group/vantage/messages
> (3) To view links to Vendors that provide Vantage services goto: http://groups.yahoo.com/group/vantage/linksYahoo! Groups Links
>
8
Well, I agree it's gonna get messy, but I have no choice.

I have setup Checkbox04 as my inactive Flag.  And I have a BPM in place to stop new orders from being entered. I am now working on stopping new shippments (and eventually new quotes, and new RMA's, but one thing at a time).

I am trying to use a pre-process BPM "Number of rows in the 'xxx' query is more than 0' condition. Here is my query that I cannot get to work:

for each Customer where (Â Customer.CustNum = 'ttShipDtl.CustNum' ANDÂ Customer.CheckBox04 = 'True')

This is a similar qry to the one i used in the new order bpm that works

I can create a messge using the 'ttShipDtl.CustNum' value, and when I replace this in the qry with '125', it works fine.

Any ideas?  Thoughts on a different approach?
Â
Keith Walter
Vantage Coordinator
Norgren Automation Solutions, Saline Division
keith.walter@...




________________________________
From: k99ja04 <jallmond@...>
To: vantage@yahoogroups.com
Sent: Thu, April 15, 2010 10:36:54 AM
Subject: [Vantage] Re: Inactivate Customers?

Â
If you can restrict your requirements to just preventing creating new sales orders... you could use a customization on Customer Entry with a checkbox mapped to customer.checkbox01 marking as "Inactive". Then use a pre-process BPM on SalesOrder.Update looking for that value. This is a bit advanced as you need to write a bit of code, but the theory is sound. This will get messy if you wanted to disable quotes and shipments etc. etc. and will quickly be an administrative nightmare, but if you can keep it simple...

I agree, a global inactive flag would be helpful. Perhaps in 9.06.

--- In vantage@yahoogroups .com, Cheryl Elliott <celliott@.. .> wrote:
>
> I would like to see a direct solution to this problem myself. Credit Hold is a workaround that impinges on too many other problems, IMHO. There is already a field in customer master for No Contact, that doesn't seem to do anything besides prevent finding a customer on a search (unless you check the "include no contact" box) Using that box for some sort of rule or event seems to make sense, but I've been noodling around with this for weeks without a solution. Either the table invoked for a BAM rule is NOT Customer OrderHed or QuotHead, etc.), or there is no field CHANGED at the time by the user to trigger an Event rule, because the box is already checked on the customer master...Argh!
>
> -----Original Message-----
> From: vantage@yahoogroups .com [mailto:vantage@yahoogroups .com] On Behalf Of Keith Walter
> Sent: Tuesday, April 13, 2010 10:53 AM
> To: vantage@yahoogroups .com
> Subject: [Vantage] Inactivate Customers?
>
> Due to a recent audit failure, we need to implement a process of making a customer "inactive" (unable to enter SO's or Quotes, Ship , RMA, etc) when they are added, then releasing them once approvals are gained and certain criteria met (Credit limit set, terms, etc.). Also need a way to inactivate an existing customer to block all activity as well.  Credit Hold does stop from shipping, but not from entering Sales Orders. Is there a way to do this easily besides setting up a custom field and using BPMs?Â
>
> Thanks,
> Â
> Keith Walter
> Vantage Coordinator
> Norgren Automation Solutions, Saline Division
> keith.walter@ ...
>
>
>
>
> [Non-text portions of this message have been removed]
>
>
>
> ------------ --------- --------- ------
>
> Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must have already linked your email address to a yahoo id to enable access. )
> (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/.
> (2) To search through old msg's goto: http://groups. yahoo.com/ group/vantage/ messages
> (3) To view links to Vendors that provide Vantage services goto: http://groups. yahoo.com/ group/vantage/ linksYahoo! Groups Links
>







[Non-text portions of this message have been removed]
9
for each Customer where ( Customer.CustNum = ttShipDtl.CustNum AND Customer.CheckBox04 = True)

I think the single-quotes are a problem. Progress 4GL treats table buffers as typed variables, so Customer.CheckBox04 is a BOOLEAN variable, and True is the Progress keyword for the BOOLEAN True condition (although in SQL the underlying field is an integer and contains 1 or 0.

But if you're working in Customer Shipment Entry, I would start differently:

for each ttShipDtl, each Customer where (ttShipDtl.CustNum = Customer.CustNum AND Customer.CheckBox04 = True)

If you're in a MultiCompany environment you'd also want to qualify your query to include ttShipDtl.Company = Customer.Company, and this is good habit to get into as you'd have to rewrite all of your customizations should you add another Company later or you might wind up with surprises.

But I think you need to reference both ttShipDtl and Customer first with an each (or first/last) record-phrase clause in order to reference them in the conditions.

-bws

--
Brian W. Spolarich ~ Manager, Information Services ~ Advanced Photonix / Picometrix
    bspolarich@... ~ 734-864-5618 ~ www.advancedphotonix.com


-----Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Keith Walter
Sent: Thursday, May 06, 2010 11:58 AM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] Re: Inactivate Customers?

Well, I agree it's gonna get messy, but I have no choice.

I have setup Checkbox04 as my inactive Flag.  And I have a BPM in place to stop new orders from being entered. I am now working on stopping new shippments (and eventually new quotes, and new RMA's, but one thing at a time).

I am trying to use a pre-process BPM "Number of rows in the 'xxx' query is more than 0' condition. Here is my query that I cannot get to work:

for each Customer where (Â Customer.CustNum = 'ttShipDtl.CustNum' ANDÂ Customer.CheckBox04 = 'True')

This is a similar qry to the one i used in the new order bpm that works

I can create a messge using the 'ttShipDtl.CustNum' value, and when I replace this in the qry with '125', it works fine.

Any ideas?  Thoughts on a different approach?
Â
Keith Walter
Vantage Coordinator
Norgren Automation Solutions, Saline Division
keith.walter@...




________________________________
From: k99ja04 <jallmond@...>
To: vantage@yahoogroups.com
Sent: Thu, April 15, 2010 10:36:54 AM
Subject: [Vantage] Re: Inactivate Customers?

Â
If you can restrict your requirements to just preventing creating new sales orders... you could use a customization on Customer Entry with a checkbox mapped to customer.checkbox01 marking as "Inactive". Then use a pre-process BPM on SalesOrder.Update looking for that value. This is a bit advanced as you need to write a bit of code, but the theory is sound. This will get messy if you wanted to disable quotes and shipments etc. etc. and will quickly be an administrative nightmare, but if you can keep it simple...

I agree, a global inactive flag would be helpful. Perhaps in 9.06.

--- In vantage@yahoogroups .com, Cheryl Elliott <celliott@.. .> wrote:
>
> I would like to see a direct solution to this problem myself. Credit Hold is a workaround that impinges on too many other problems, IMHO. There is already a field in customer master for No Contact, that doesn't seem to do anything besides prevent finding a customer on a search (unless you check the "include no contact" box) Using that box for some sort of rule or event seems to make sense, but I've been noodling around with this for weeks without a solution. Either the table invoked for a BAM rule is NOT Customer OrderHed or QuotHead, etc.), or there is no field CHANGED at the time by the user to trigger an Event rule, because the box is already checked on the customer master...Argh!
>
> -----Original Message-----
> From: vantage@yahoogroups .com [mailto:vantage@yahoogroups .com] On Behalf Of Keith Walter
> Sent: Tuesday, April 13, 2010 10:53 AM
> To: vantage@yahoogroups .com
> Subject: [Vantage] Inactivate Customers?
>
> Due to a recent audit failure, we need to implement a process of making a customer "inactive" (unable to enter SO's or Quotes, Ship , RMA, etc) when they are added, then releasing them once approvals are gained and certain criteria met (Credit limit set, terms, etc.). Also need a way to inactivate an existing customer to block all activity as well.  Credit Hold does stop from shipping, but not from entering Sales Orders. Is there a way to do this easily besides setting up a custom field and using BPMs?Â
http://docs.yahoo.com/info/terms/
10
Thanks Brian. i will give this a try!
Â
Keith Walter
Vantage Coordinator
Norgren Automation Solutions, Saline Division
keith.walter@...




________________________________
From: Brian W. Spolarich <bspolarich@...>
To: vantage@yahoogroups.com
Sent: Thu, May 6, 2010 12:19:59 PM
Subject: RE: [Vantage] Re: Inactivate Customers?

Â
for each Customer where ( Customer.CustNum = ttShipDtl.CustNum AND Customer.CheckBox04 = True)

I think the single-quotes are a problem. Progress 4GL treats table buffers as typed variables, so Customer.CheckBox04 is a BOOLEAN variable, and True is the Progress keyword for the BOOLEAN True condition (although in SQL the underlying field is an integer and contains 1 or 0.

But if you're working in Customer Shipment Entry, I would start differently:

for each ttShipDtl, each Customer where (ttShipDtl.CustNum = Customer.CustNum AND Customer.CheckBox04 = True)

If you're in a MultiCompany environment you'd also want to qualify your query to include ttShipDtl.Company = Customer.Company, and this is good habit to get into as you'd have to rewrite all of your customizations should you add another Company later or you might wind up with surprises.

But I think you need to reference both ttShipDtl and Customer first with an each (or first/last) record-phrase clause in order to reference them in the conditions.

-bws

--
Brian W. Spolarich ~ Manager, Information Services ~ Advanced Photonix / Picometrix
    bspolarich@advanced photonix. com ~ 734-864-5618 ~ www.advancedphotoni x.com


-----Original Message-----
From: vantage@yahoogroups .com [mailto:vantage@yahoogroups .com] On Behalf Of Keith Walter
Sent: Thursday, May 06, 2010 11:58 AM
To: vantage@yahoogroups .com
Subject: Re: [Vantage] Re: Inactivate Customers?

Well, I agree it's gonna get messy, but I have no choice.

I have setup Checkbox04 as my inactive Flag.  And I have a BPM in place to stop new orders from being entered. I am now working on stopping new shippments (and eventually new quotes, and new RMA's, but one thing at a time).

I am trying to use a pre-process BPM "Number of rows in the 'xxx' query is more than 0' condition. Here is my query that I cannot get to work:

for each Customer where (Â Customer.CustNum = 'ttShipDtl.CustNum' ANDÂ Customer.CheckBox04 = 'True')

This is a similar qry to the one i used in the new order bpm that works

I can create a messge using the 'ttShipDtl. CustNum' value, and when I replace this in the qry with '125', it works fine.

Any ideas?  Thoughts on a different approach?
Â
Keith Walter
Vantage Coordinator
Norgren Automation Solutions, Saline Division
keith.walter@ norgrenauto. com




____________ _________ _________ __
From: k99ja04 <jallmond@wrightcoat ing.com>
To: vantage@yahoogroups .com
Sent: Thu, April 15, 2010 10:36:54 AM
Subject: [Vantage] Re: Inactivate Customers?

Â
If you can restrict your requirements to just preventing creating new sales orders... you could use a customization on Customer Entry with a checkbox mapped to customer.checkbox01 marking as "Inactive". Then use a pre-process BPM on SalesOrder.Update looking for that value. This is a bit advanced as you need to write a bit of code, but the theory is sound. This will get messy if you wanted to disable quotes and shipments etc. etc. and will quickly be an administrative nightmare, but if you can keep it simple...

I agree, a global inactive flag would be helpful. Perhaps in 9.06.

--- In vantage@yahoogroups .com, Cheryl Elliott <celliott@.. .> wrote:
>
> I would like to see a direct solution to this problem myself. Credit Hold is a workaround that impinges on too many other problems, IMHO. There is already a field in customer master for No Contact, that doesn't seem to do anything besides prevent finding a customer on a search (unless you check the "include no contact" box) Using that box for some sort of rule or event seems to make sense, but I've been noodling around with this for weeks without a solution. Either the table invoked for a BAM rule is NOT Customer OrderHed or QuotHead, etc.), or there is no field CHANGED at the time by the user to trigger an Event rule, because the box is already checked on the customer master...Argh!
>
> -----Original Message-----
> From: vantage@yahoogroups .com [mailto:vantage@ yahoogroups .com] On Behalf Of Keith Walter
> Sent: Tuesday, April 13, 2010 10:53 AM
> To: vantage@yahoogroups .com
> Subject: [Vantage] Inactivate Customers?
>
> Due to a recent audit failure, we need to implement a process of making a customer "inactive" (unable to enter SO's or Quotes, Ship , RMA, etc) when they are added, then releasing them once approvals are gained and certain criteria met (Credit limit set, terms, etc.). Also need a way to inactivate an existing customer to block all activity as well.  Credit Hold does stop from shipping, but not from entering Sales Orders. Is there a way to do this easily besides setting up a custom field and using BPMs?Â
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