Prevent Sales Order Creation For No Contact Customers

Yahoo Archive
1
Hi Nigel

Used your BPM code as directed and works perfectly, brilliant!

Many thanks

Mark Lawrence


--- In vantage@yahoogroups.com, "Nigel Kerley" <nigel.kerley@...> wrote:
>
> Hi Mark,
>
> I'd use a BPM.
>
> I'd create a pre-processing directive against the
> SalesOrder.ChangeCustomer BO.
>
> Condition: number of rows in the <query> is equal to one
> query: for each ttOrderHed no-lock, each Customer no-lock where
> ttOrderHed.Company = Customer.Company and ttOrderHed.CustNum =
> Customer.CustNum and Customer.NoContact = true
>
> Action: raise an exception
>
>
> HTH,
>
> Nigel.
>
> --- In vantage@yahoogroups.com, "teaglem" <teaglem@> wrote:
> >
> > Hello
> >
> > As there doesn't seem to be a way to "Close" a customer record in
> > Vantage we use the "No Contact" flag to remove them from searches
> etc.
> >
> > What I would like to do is prevent sales orders from being created
> > against those customers, eg if a customer has "No Contact" flagged
> > then a message appears in the order creation screen to warn the
> user.
> >
> > Can anyone help with this please? We are on Vantage 8.03.405a
> >
> > Many Thanks
> >
> > Mark Lawrence
> > Teagle Machinery Ltd
> >
>
2
Hello

As there doesn't seem to be a way to "Close" a customer record in
Vantage we use the "No Contact" flag to remove them from searches etc.

What I would like to do is prevent sales orders from being created
against those customers, eg if a customer has "No Contact" flagged
then a message appears in the order creation screen to warn the user.

Can anyone help with this please? We are on Vantage 8.03.405a

Many Thanks

Mark Lawrence
Teagle Machinery Ltd
3
There is an Enhancement request 2466ESC for the ability to Inactivate a
Customer. Call in the Help desk and request this Enhancement.

Hopefully the more people that request this functionality, the sooner it
will be available.

Jeff



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
teaglem
Sent: Wednesday, February 04, 2009 9:40 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Prevent Sales Order Creation For No Contact Customers



Hello

As there doesn't seem to be a way to "Close" a customer record in
Vantage we use the "No Contact" flag to remove them from searches etc.

What I would like to do is prevent sales orders from being created
against those customers, eg if a customer has "No Contact" flagged
then a message appears in the order creation screen to warn the user.

Can anyone help with this please? We are on Vantage 8.03.405a

Many Thanks

Mark Lawrence
Teagle Machinery Ltd





[Non-text portions of this message have been removed]
4
I know you can do this with a customization at the sales order entry screen. Since the flag field is not available there, you need to make an adapter call to get it from customer table. Need to be good at .net. If you want to, contact me off the board, I can give you a code skeleton. I'm also on 405A.

________________________________
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of teaglem
Sent: Wednesday, February 04, 2009 9:40 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Prevent Sales Order Creation For No Contact Customers


Hello

As there doesn't seem to be a way to "Close" a customer record in
Vantage we use the "No Contact" flag to remove them from searches etc.

What I would like to do is prevent sales orders from being created
against those customers, eg if a customer has "No Contact" flagged
then a message appears in the order creation screen to warn the user.

Can anyone help with this please? We are on Vantage 8.03.405a

Many Thanks

Mark Lawrence
Teagle Machinery Ltd



[Non-text portions of this message have been removed]
5
Hi Mark,

I'd use a BPM.

I'd create a pre-processing directive against the
SalesOrder.ChangeCustomer BO.

Condition: number of rows in the <query> is equal to one
query: for each ttOrderHed no-lock, each Customer no-lock where
ttOrderHed.Company = Customer.Company and ttOrderHed.CustNum =
Customer.CustNum and Customer.NoContact = true

Action: raise an exception


HTH,

Nigel.

--- In vantage@yahoogroups.com, "teaglem" <teaglem@...> wrote:
>
> Hello
>
> As there doesn't seem to be a way to "Close" a customer record in
> Vantage we use the "No Contact" flag to remove them from searches
etc.
>
> What I would like to do is prevent sales orders from being created
> against those customers, eg if a customer has "No Contact" flagged
> then a message appears in the order creation screen to warn the
user.
>
> Can anyone help with this please? We are on Vantage 8.03.405a
>
> Many Thanks
>
> Mark Lawrence
> Teagle Machinery Ltd
>
6
Out of curiousity, how does one develop the query? Vantage doesn¹t
provide a lot of help here.

On 2/4/09 11:45 AM, "Nigel Kerley" <nigel.kerley@...> wrote:
>
> Hi Mark,
>
> I'd use a BPM.
>
> I'd create a pre-processing directive against the
> SalesOrder.ChangeCustomer BO.
>
> Condition: number of rows in the <query> is equal to one
> query: for each ttOrderHed no-lock, each Customer no-lock where
> ttOrderHed.Company = Customer.Company and ttOrderHed.CustNum =
> Customer.CustNum and Customer.NoContact = true
>
> Action: raise an exception



[Non-text portions of this message have been removed]
7
I'm presuming you don't mean "how is it entered", but how are you
supposed to "think" it up in the first place?

Trial & error, and experience - a hell of a lot of the first,
unfortunately. And the best place of all: this Group - seriously!

When I started with Vantage I kept a lot of the postings to this
Group which had 4GL code in them. You can usually find one that's
similar to what you need, and then adapt it.

Nigel.



--- In vantage@yahoogroups.com, "Brian W, Spolarich" <bspolarich@...>
wrote:
>
>
> Out of curiousity, how does one develop the query? Vantage
doesn¹t
> provide a lot of help here.
>
> On 2/4/09 11:45 AM, "Nigel Kerley" <nigel.kerley@...> wrote:
> >
> > Hi Mark,
> >
> > I'd use a BPM.
> >
> > I'd create a pre-processing directive against the
> > SalesOrder.ChangeCustomer BO.
> >
> > Condition: number of rows in the <query> is equal to one
> > query: for each ttOrderHed no-lock, each Customer no-lock where
> > ttOrderHed.Company = Customer.Company and ttOrderHed.CustNum =
> > Customer.CustNum and Customer.NoContact = true
> >
> > Action: raise an exception
>
>
>
> [Non-text portions of this message have been removed]
>
8
Yes, thanks that's what I meant. The docs are decidedly silent on
this topic.



Mark Wonsil has been working on an EpicWiki site that would be a great
repository for canned queries useful for BAQs.



-bws



--

Brian W. Spolarich ~ Manager, Information Services ~ Advanced Photonix /
Picometrix

bspolarich@... ~ 734-864-5618 ~
www.advancedphotonix.com



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Nigel Kerley
Sent: Wednesday, February 04, 2009 12:04 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: Prevent Sales Order Creation For No Contact
Customers



I'm presuming you don't mean "how is it entered", but how are you
supposed to "think" it up in the first place?

Trial & error, and experience - a hell of a lot of the first,
unfortunately. And the best place of all: this Group - seriously!

When I started with Vantage I kept a lot of the postings to this
Group which had 4GL code in them. You can usually find one that's
similar to what you need, and then adapt it.

.


<http://geo.yahoo.com/serv?s=97359714/grpId=20369/grpspId=1705007181/msg
Id=73875/stime=1233767060/nc1=3848585/nc2=3848643/nc3=5170418>




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